What We Do
We help you to understand risk and build wealth.
A tax-free, monthly payment if you can’t work due to an illness or injury
Make sure you’re covered in case of medical emergencies away from home
Term Insurance to protect your mortgage
Health & Dental Insurance
It helps pay for things provincial health care plans don’t cover: prescription drugs, dental, hospital, vision, paramedical, and ambulance services.
Allows one business partner to use the life insurance death benefit to buy out a partner’s interests simply and quickly after the partner’s death.
Permanent coverage for your children from early ages
Annual Retirement Savings Plan(RRSP) contributions can reduce the amount of income tax you pay each year and provide a larger investment portfolio when you retire.
A Registered Education Savings Plan(RESP) is a flexible and convenient way to save for a child’s future post-seconday education
All the growth and flexibility you want. None of the taxes
An investment loan helps you take advantage of compound returns to boost your savings growth potential. Plus, interest charged on an investment loan is generally tax-deductible.
Partnerships with BMO, National Bank and Manulife Bank to provide the best competitive mortgage interest rates for our customers
Non-registered accounts are flexible, offer tax advantages, and have no contribution limits.
Become your own bank by re-engineering life insurance like big banks themselves do. This concept, commonly known as infinite banking or banking on yourself, is often over complicated or shrouded with mystery on the web. Our mission at Safe Haven Financial is to provide clearest and most comprehensive education on the family banking concept as well as how to properly structure whole life insurance as a base tool for this concept to work.