Experience.

Trusted Wealth Advisors to Accomplished Entrepreneurs
 
 

What can we help you with today?

Most High Net Worth individuals and families have engaged in some form of planning with various professional advisors. For the most part, these relations tend to work as silos, but we encourage all advisors to work together on strategies, tactics and tools on behalf of the client.

Integrated Wealth Planning

Many High Net Worth individuals and families engage in some form of planning, but we encourage all advisors to work together on strategies, tactics and tools on behalf of the client.

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Preserve & Protect Wealth

Most of our clients are concerned about the return of their money, not the return on their money. We assist our clients to preserve & protect their assets by paying less fees and less taxes.

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Intergenerational Planning

Families want to grow and protect their assets in order to transition what they want to the next generation. We create a plan that carries your wealth to future generations.

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We come around to your side of the table

The Haunn Group’s philosophy starts and finishes at a different place – above the horizon. We focus on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth.

This is our Unique Approach

How prepared is your family to inherit?

The willing wisdom index is inspired by the international best selling book Willing Wisdom by New York Times top 10 author Dr. Tom Deans. The willing wisdom Index is a system to show you how prepared your family is to inherit & to identify area’s that maybe silently undermining your estate plan, almost everyone has important decisions to make.

How it works?

Vlog #12 Presented by Edyta Pacuk

In this segment, Edyta Pacuk, Co-Founder of MarchFifteen provides insight on how entrepreneurs deal with the emotional side of transferring their family business

  • “When you meet the folks at The Haunn Group, you’ll be surprised in their interest to learn about your values – not the value of what you own. I like that. Sure it takes a little time, but it’s time well spent.”
  • “One of the many things I admire in Tim Haunn is his professionalism. His dedication and integrity makes Tim a pleasure to work with. I look forward to a long and prosperous relationship.”
  • “The Haunn Group begins from a value-based assessment and builds what is in your best interests aligning your values and financial goals, a truly unique and professional approach.”
  • “Tim Haunn inspires such confidence. Products are considered as part of the solution only after Tim has ensured that the client’s needs and goals have been fully addressed.”
  • “Tim Haunn inspires such confidence. Products are considered as part of the solution only after Tim has ensured that the client’s needs and goals have been fully addressed.”

We provide the following

Value Focus
Continuity
Objectivity
Work Ethic
Community Focus
Critical Mass
Experience
Education
Staff
Technology
Knowledge
Perspective
Full Service
Specialists
Intergenerational Firm

How can we help you?

The one thing that is constant in the world is change, and your plan needs to evolve to accommodate these changes. To start planning your lifestyle and legacy, or to restructure an existing plan, contact The Haunn Group today.

Feel free to call us directly, or leave us your name and number and the best time to call, and we’ll get back to you within 1 business day.

905-821-8224





It’s all a part of the plan

Regardless of your stage in life, our planning process follows these 4 stages:

Discovery Phase

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Creative Solutions

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The Game Plan

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Progress Report

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Making a difference in our clients’ lives