Skip to main content

Don’t let your investments keep you up at night.

Rest easy with a true financial partner.

At Northern, we offer tailored financial planning services with curated portfolios, more hands-on involvement, and the peace of mind that comes from a great plan.

Financial planners mostly serving others and dodging you versus Northern advisors putting you first (and taking the odd bathroom break)

Respect is everything.

If you feel overlooked by your financial advisor, it’s because you are. They’re focused on older generations with massive portfolios, at the expense of everybody else. We’re focused on giving you the respect (and returns) you deserve, with advisors who put you first.
Financial planners no touch and low touch versus Northern advisors offering high touch and high return.

High touch wealth services.

At Northern, we offer our high touch wealth advisory services to a broader range of clients, instead of a privileged few. This includes asset management and private investment solutions, built around a tailored financial plan with frequent check-ins to discuss your progress.
What they see: A tree versus what we see: a forest

Trusted financial advice goes a long way.

Advisors who aren’t engaged in their client’s lives aren’t providing advice worth taking. Before we build a portfolio together, we build trust by getting to know you – factoring in your family, finances, career goals and passions to help you achieve the most with your money.
Luck versus planning

What you don’t plan for can hurt you.

If you feel like you’ve got an absentee financial planner with no financial plan, we should talk.   As less contact leads to more surprises, the risk of compounding losses goes up. You can try to fill in the gaps on your own, but there’s a better way to invest. We can show you the way.

Grow with Northern.

Choose a better way to build wealth. Choose to work with a dedicated advisor 
who cares about your financial growth as much as you do. Choose Northern. 

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.