The Truth About Being an Independent Financial Advisor

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management out of 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.

[JerryKim-ee]

I Hit $12, 590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week . I started with 3k last week now I just hit $12, 590…

[AnzorKhawaj]

Your experience with how slowly these giant bureaucratic companies implement change really resonates with me. That’s why I decided to buy CrowdStrike when its stock dropped last summer. Having worked at two major banks, I understand that bureaucracy prevents large clients from switching services just because there was a 30-minute outage.

[RevenueRavi]

Aspring financial advisor myself, im starting as an insurance advisor with my firm and will gradually move to finance. Love your videos, I'm glad you're back to posting on YouTube.

[noahsnipz]

Love it! You should make a video on your past jobs and the pros and cons. I can't remember if you made a vid on this yet.

[Nestho_Des]

Spelling mistake in the thumbnail.

Do you need to have someone put a second set of eyes on your final thumbnail before you post it? I'll do that for free.