Advisor Secrets Newsletter: https://josholfert.ck.page/2fad371c0a

Today we go through an extremely busy day in my career as a financial advisor while I meet with over a dozen of my clients to give them their annual reviews!

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Haven Wealth Management: https://www.havenwealthmgmt.com/
Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.

All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.