Protect What Matters Most

For all your life insurance and investment needs.

What We Do

We help you to understand risk and build wealth.

Insurance

You can feel more confident by protecting what’s important to you.

Investments

Let’s choose the investments to help you live the life you want.

Infinite Banking- The Canadian Way

Become your own bank using participating whole life insurance—build wealth, access your money, and stay in control.

Advice

Get the information you need to help make decisions with confidence.

Insurance Products

Term Life Insurance

A tax-free, lump sum goes to your beneficiaries, if you pass away while covered

Critical Illness Insurance

A tax-free, lump sum payment if you get a covered critical illness

Whole
Life

Life insurance that never expires and grows with time

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Disability Insurance

A tax-free, monthly payment if you can’t work due to an illness or injury

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Travel Insurance

Make sure you’re covered in case of medical emergencies away from home

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Mortgage Protection

Term Insurance to protect your mortgage

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Health & Dental Insurance

It helps pay for things provincial health care plans don’t cover: prescription drugs, dental, hospital, vision, paramedical, and ambulance services.

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Buy-Sell Agreements

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.

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Children's Insurance

Permanent coverage for your children from early ages

Investment Products

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RRSP

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.

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RESP

A Registered Education Savings Plan(RESP) is a flexible and convenient way to save for a child’s future post-seconday education

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TFSA

All the growth and flexibility you want. None of the taxes

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Investment
Loans

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.

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Mortgage
Referrals

Partnerships with BMO, National Bank and Manulife Bank to provide the best competitive mortgage interest rates for our customers

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Non-Registered Investments

Non-registered accounts are flexible, offer tax advantages, and have no contribution limits.

Infinite Banking

Take control of your finances by using participating whole life insurance the way banks do. This strategy—often called Infinite Banking—is simple when structured properly.

At Safe Haven Financial, our goal is to make it easy to understand and show you how to use whole life insurance as a reliable, long-term financial tool for building and accessing your wealth.

Vision & Mission Section – Safe Haven Financial (FIXED)

Who We Are

Our Vision & Mission

Our Vision

Our vision is to become the most trusted insurance brokerage in the London, ON region, known for our exceptional service and innovative solutions. We aim to provide our clients with the protection and peace of mind they need, ensuring their financial security at every stage of life. By embracing new technologies and fostering strong community connections, we strive to set new standards in the insurance industry.

Our Mission

At Safe Haven Financial, our mission is to empower individuals and businesses with tailored insurance and investment solutions, delivering exceptional service and long-term relationships built on trust and integrity.