Financial Planning for
Young Families

Build and secure your future

How Can Financial Planning Help Me?

Are you ready to build and secure your future? As young adults, we reach milestones and experience growth that will define our lives. As you build your family, grow your career, decide on children, purchase your first vehicle and get your first mortgage, comprehensive financial planning becomes more crucial to optimizing how you manage your resources for today and for the future.

At Mavi Wealth Management, we specialize in developing financial plans for young families that help you secure your future and the futures of your children while still enjoying everything life has to offer today.

Think It’s Too Early to Plan Your Retirement?

If you’re in your early twenties, it can feel a bit premature to start planning for your retirement. With so many years ahead of you, why not enjoy life now and start saving a little bit later? The reality is that you can do both. With compound interest on your side, your retirement savings can grow exponentially larger with each additional year you remain invested in the market. The earlier you start saving, the more value you’ll get from each dollar you put away.

Young families have the added benefit of being able to plan and structure their retirement years in advance, based on individualized income and lifestyle goals. With the right retirement savings and investment strategy, you’ll have the resources you need to live life how you choose:

The earlier you start your retirement planning, the more opportunity you’ll have to enjoy freedom, choice and happiness in your golden years.

Invest Now and Win for Life

New to investing?

Regardless of your age or financial situation, investing means that your money is working for you instead of the other way around. With time on your side, investing earlier in life allows you to pursue a more aggressively balanced portfolio with greater opportunities for big returns.

Coupled with ultra-advantageous investment vehicles like RRSPs, RESPs and TFSA accounts, young families that start investing early have a tremendous opportunity to grow wealth for the long term while achieving their most important financial goals:

If you’re confused by the acronyms, don’t worry – Mavi Wealth Management is here to help! We can help you evaluate your most important financial goals and create a financial plan that helps you take advantage of free money from the government, strategically defer taxes until retirement and maximize your tax-free income.

Just Starting Out?
Protect Your Hard-Earned Assets

Creating a structured plan to protect your assets and ensure that your loved ones are cared for is a crucial part of effective financial planning. For young families working towards financial success and stability, a sudden death, disability or critical illness can derail your plans in a heartbeat.

What if you could no longer work to support your family? Would your spouse have to sell the house? Would your kids still be able to get an education that maximizes their happiness and potential? What would you leave behind for them?

Consider what would happen to your loved ones if:

While these circumstances won’t affect everyone, they happen every day to people in Saskatchewan whose families are left wanting and grieving. That’s why we include affordable life, disability and critical illness insurance options in every financial plan – so that when disaster strikes, your loved ones receive the support they need to keep moving forward.

Our Process

At Mavi Wealth Management, we help you create and execute a financial plan that achieves your short, medium and long-term financial goals using a three-step process:


We learn everything we can about your personal financial goals, current net worth and financial status, values, relationships and financial priorities.



We identify gaps in your current financial plans, including retirement and estate planning, tax planning, family and asset protection, investments and portfolio management.



We create a customized, individualized financial plan that reflects your needs and values and help you execute that plan to optimize your financial results for years to come.


Ready to Secure Your Financial Future?

At Mavi Wealth Management, we take pride in our personalized approach to financial planning. Each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them. We can help you and your family:
Our approach to financial planning is comprehensive – we cover all bases to protect you, your family and your wealth for life. Our services include:
Call us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.