Bringing all the pieces together.

Cash Flow Planning

Organizing all income sources and expense sources, modelling current and projected cash flow.

Accumulation Strategy

Optimizing savings, investments and free cash flow for the achievement of future goals.

Balance Sheet Optimization

Organizing assets, liabilities, savings and payment schedules to develop a net worth statement and put your best foot forward.

Decumulation

Developing a vision for the future and modelling the optimal way to withdraw assets for retirement income or other goals.

“Working with Haven was the best decision.”

“Haven has put us on track for retirement while also emphasizing the value of short term goals like purchasing our first home. We feel  much more comfortable knowing our finances and our future are being looked after.”

– Stacey and Jason

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Office

Haven Wealth Management

433 Main Street, Winnipeg MB

Open Hours

Monday – Friday: 9am – 6pm