Josh Olfert, CFP
Join the Advisor Accelerator Below:
Hey everyone great to meet you! My name is Josh. I'm a Certified Financial Planner and the founder of Haven Wealth Management, based in Canada. I've made it my goal in life to educate people on ethical wealth creation and personal finance. My ambition is to inspire people to pursue their highest self starting with their finances.
If you're interested in investing, building wealth, running a business, how the stock markets works or anything in between, make sure to stick around and hit that subscribe button! I'm glad to have you!
Financial Freedom Explained in 7 Charts
The Market Is Crashing… Here’s What Smart Investors Do Next
Financial Advisor Q&A (Unfiltered): The TRUTH No One Tells You!
Why Compounding Won't Make You Rich
How IFS Therapy Transformed My Business & My Bank Account
Advisor Answers: Is 2025 a TERRIBLE time to invest?
Смерть сборов за управление активами: почему сборы за планирование берут верх!
Advisor Answers: "I got an Inheritance. Can I Retire at 35?"
How much money does it really take to FEEL rich.
The Truth About Being an Independent Financial Advisor
New to Wealth? Here's your first 3 hires (non-negotiable)
Rent or Buy in 2025??
The Best Financial Advisor Marketing Is Not What I Thought
How to be Financially Miserable in 6 Simple Steps
How the ULTRA HIGH Net Worth Invest (and spend)
The 4 WORST Pieces Of Advice For New Financial Advisors
Sticktoitiveness: The KEY To Financial Advisor Success
The BIGGEST Challenges for New Financial Advisors
You're making your financial choices ALL WRONG
Introducing: The Haven Wealth System
$100,000+ SITTING in CASH? Here's what you need to do.
4 things I wish I knew at 20
5 Financial Milestones to Achieve Before You’re 30
Achieving Financial Independence in 10 Years? Here's The Truth.
Where I've Been: An Update
Financial Advisors: AVOID My $100,000 Marketing Mistake
Financial Advisor REACTS to Alex Hormozi's Investing Advice
Как сдать экзамен CFP с ПЕРВОЙ ПОПЫТКИ
Is this the END of human Financial Advisors? Asking ChatGPT my client’s questions
How I Became A Financial Advisor (In CRAZY Detail)