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Put your money to work for you.

Our wealth advisors help local businesses grow and cut their tax exposure.

Access high touch commercial wealth planning services, investment options, and tax strategies for local businesses of all sizes. At Northern, we make every dollar work harder. 

cycle of make money and spend money (you, working) versus a cycle of invest money versus make more money (your money, working)

Put your money to work.

Dormant cash reserves do nothing for your business and may be swept up each year by taxes and inflation alone. Our wealth advisors can introduce you to both short and long-term strategies to generate more capital with your reserves, so your money doesn’t just sit there.
You paying more taxes versus you paying less taxes

Find tax savings.

Cutting back on tax exposure is an exercise that often involves accountants, lawyers and if you’re lucky, your financial partner of choice. We are that partner. Working with you to find efficiencies, minimize taxes, and maximize your return on every dollar is what we do.
Your profits going to bank profits versus local growth

Keep it local.

Northern is different, because we’re locally-owned by members like you. Our wealth advisors are entirely focused on the financial wellbeing of local businesses and residents alike; doing everything they can to support your success. Can your bank say the same?
Taxes, growth and estate combining into wealth

Work with a true partner.

Understanding your business goals implicitly – including your growth objectives, tax exposure, succession and estate plans – enables us to provide relevant, tailored planning solutions for businesses of all sizes, including yours. We’re not a bank. We’re your business partner.

Grow with Northern.

Work with a dedicated, local commercial wealth advisory that cares about the
success of your business as much as you do. Put Northern to work for you.

Northern Knowledge Centre

The Importance of Creating a Will in 2024.

The word “new” appears a lot at the beginning of the new year. There are new resolutions, new habits, new jobs, new haircuts and more. Among those new resolutions, more and more Canadians are thinking about their own future, and that of their loved ones, which is why creating a last will and testament is the number one financial resolution of 2024.

How to defend against inflation.

If you’ve been to the grocery store recently, you may have noticed a considerable rise in prices. All of a sudden, the cost of bread, milk, eggs, meat and your overall weekly food bill has gone up. And it’s not just food; prices have increased across the board. Filling up at the gas station, buying holiday presents, eating at a restaurant, even your car insurance — everything costs a little bit more nowadays. It’s called inflation and it’s currently at the highest level it’s been in two decades.

Why it might be time to speak with a financial advisor.

Many of us understand the basics of managing our finances. But life gets busy. Between hectic work or school schedules, family and our social lives, there isn’t always a lot of time to think things through and you may start to wonder if you’re making the right choices. That’s why financial advisors exist. They’re here to guide you so you can balance your financial needs today with your goals for tomorrow.

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.