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Make the right choice for your business.


Don’t let Succession and Estate Planning cost you. 

Many successful business owners have yet to consider the continuity of their business and personal wealth beyond the next fiscal. Northern is here to change that. 

No plan versus plan

Planning for tomorrow starts today.

What would happen to your business if you exited? Who is ready to take over your business today? How will your estate be structured? How much will be lost to taxes? We guide you through every step of succession and estate planning, so you don’t have to go it alone.
Capital gains versus net proceeds

Maximize the sale of your business.

Our wealth advisors work with you to ensure a smooth transition of business leadership, while applying tax-efficient exit strategies to minimize capital gains and maximize the net proceeds from the sale of your business. When it’s time to move on, we help you move up.
Wealth versus empire

Preserve wealth across generations.

A strong succession and estate plan can positively impact the value of your business today, while creating and preserving wealth tomorrow. Using tools like trusts, charitable giving and family-limited partnerships, we help you preserve wealth for generations to come.
Opportunities go up while challenges go down

Do more with your money.

At Northern, we unlock opportunities to grow your wealth, pay less taxes, plan for the future, and provide lasting financial security for your family. There’s no time like the present to start making these decisions, and no wealth partner better suited to help you make them.

Grow with Northern.

See why more local businesses choose Northern’s wealth advisors to 
help them grow, scale, sell and succeed. 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.