Course
Learn everything that actually matters with investing, so you can block out the noise and make decisions with confidence.
FreeEvery adventure deserves a plan.
I help Canadians define what they value most, then line up what they do with their money to match. Start with a free course or a calculator, or book a free, no-obligation Fit Call to see if a plan is right for you.
One plan, the whole climb
Services
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Options for every budget and need
Because I'm independent, recommendations aren't limited to one company's products. Every conversation starts from a blank page. Not sure which fits? Start with a free, no-obligation Fit Call.
Meeting
A one-time meeting designed to answer your pressing questions and get clarity on your prioritized next steps.
$395Compass
A simplified plan to define your values and get a clear understanding of where you are, where you want to be, and the exact steps to get you there.
$995GlidePath
A custom financial plan built around your values and your situation, so you know exactly where you stand and what to do next.
$1,995Free tools
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Run the numbers yourself
Drag the sliders to see how steady investing adds up. The full set of free calculators is one click away.
Time does the heavy lifting
Portfolio valueWhat you put in
You put in$180,000
Growth$322,000
After 30 years$502,000
Free course
Everything Everyone Should Know
I believe everyone should know most of what I know. This course skips what gets clicks and focuses on what actually builds lasting wealth, with chapters written for Canadians.
7chapters
56lessons
$0no sign-up
About
Serving you, not shareholders
I'm Derek Condon, a CFP® professional licensed in life, accident and sickness insurance, working with Canadians from coast to coast.
Being independent means I can act without bias and always in your best interest. When I recommend something, it's the best of what's possible for you, not the best one company happens to offer. No two financial situations are the same, so every plan starts by defining your values: what matters most to you.
- Licensing
- LLQP
- Approach
- Holistic & independent
- Clients
- Across Canada
IndependentNo single company's products to sell.
Values firstYour values come first, and your goals are built around them.
Plain languageYou'll understand every recommendation.
Contact
Let's talk
Not sure where to start? Book a free, no-obligation Fit Call. In 15 to 30 minutes, we'll get a sense of where you are and whether one of my services is a good fit. Pick a time that works for you, or send a note and I'll get back to you. Questions and collaboration ideas are welcome too.
- Phone204-898-3991
- Emailderek@investwithhaven.com