-29%Annual review
Family Wealth Review
$499.00
$699.00
CANADIAN WEALTH
Capital Plans That Fit
Get clear advice on investing, retirement, taxes, and estate plans. Built for Canadian families, executives, and business owners who want steady next steps.
BEST SELLERS
Top Wealth Plans for Canadians
Lead with the products customers compare first: clear names, real benefits, prices, badges, and fast links to buy.
HOTTax season
Executive Tax Plan
$649.00
Save $200Monthly cash flow
Retirement Income Map
$899.00
$1,099.00
NEWEstate file check
Estate Freeze Check
$399.00
-15%30-minute call
Portfolio Risk Review
$299.00
$349.00
Best sellerFor owners
Owner Cash Flow Plan
$579.00
Email only
Monthly Market Notes
$79.00
Save $60Core holdings
Tax-Smart ETF Mix
$219.00
$279.00
Seasonal offer
Annual Planning Bundle
Feature one bundle, collection, or gift guide with enough context to make the offer feel intentional.
Save $400
Annual Planning Bundle
Three reviews in one package: investing, tax, and retirement.
$799.00
Featured offer
POPULAR
Family Plans
NEW
Tax Review
Social proof
Loved by Clients
Pair customer language with practical buying reassurance so shoppers can decide without hunting for policies.
“
“We finally had one clear plan for tax and retirement. No fluff, just steps we could use.”
W
Sarah M. Bennett
Verified buyer
“
“Haven Capital cut through the noise and showed us what to do next with our family portfolio.”
H
Evan Li
Verified buyer
Complete the basket
More Ways to Plan
Popular45-minute review
TFSA Growth Check
$199.00
NEWYearly plan
RRSP Income Map
$249.00
Save $20First-home goals
FHSA Start Plan
$179.00
HOTFor owners
Founder Tax Review
$699.00
Best sellerJoint cash flow
Couple Retirement Plan
$899.00
Will and heirs
Estate Note Pack
$299.00
-10%3 fund review
Family Portfolio Mix
$349.00
Email each month
Quarterly Market Brief
$59.00
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What do you help with?+
We help with financial planning, portfolio management, retirement income, tax-aware investing, estate plans, and cash flow reviews.
02Do you work with business owners?+
Yes. We build plans for owners, executives, and incorporated professionals across Canada.
03Is this only for large accounts?+
No. We work with clients who want clear advice and a long-term plan, then match service to their needs.
04How do fees work?+
Fees depend on the service you choose. We share the cost up front before any work starts.
05Can you review my current portfolio?+
Yes. We can review your holdings, risk level, fees, and tax setup, then show clear next steps.
06Do you send market updates?+
Yes. We send short notes on market moves, tax changes, and planning ideas for Canadian investors.
Get Monthly Notes
Get short market notes, tax tips, and planning checks for Canadian families, founders, and professionals.