Welcome

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Our professionalism. Your peace of mind.

Your Financial Life Planning Partner

Northern River Financial is an integrated financial life planning firm with over 25 years of building long-term trusting relationships. We partner with some of the largest brokerages and financial services firms in Ontario. We have the expertise to accommodate the needs and goals of both aspiring and seasoned clients. Our vision is inspired by our deep-rooted philosophy to enhance and enrich the lives of our clients and their families through diligent life planning, exploring new opportunities, and providing prudent advice and integrated well-managed solutions.

Whether you are an aspiring entrepreneur, an established business, individual or family looking to customize and design a financial life plan, our strategies are built for one purpose; to incorporate your values and visions to ensure a secure and affluent future. Northern River Financial is distinguished through a combination of our expertise, an established track record and a disciplined approach. We value intellectual capital, support exceptional talent, and foster high quality ideas providing our clients with the right financial solutions to help them achieve peace of mind.

Northern River Financial relationships are proudly built on tolerance, trust, truthfulness and transparency.

Take a journey with us and learn about the Northern River Financial difference. It’s about Keeping Life Current.

Our Perspective

The philosophy of Northern River Financial is based on trust and security. We say this with the utmost sincerity. Our goal is to put our clients’ needs first, before anything else, and to build honest professional relationships with each and every one of them. We are only content when our clients feel like they have been treated with respect, and are confident with the benefits and customer service that we have provided them with.

Northern River Financial aspires acumen. Success has given us the opportunity to partner with thousands of Canadians over the years, and has given us the ability to expand and to keep growing as a leading edge financial life planning firm.

Integrity

We strive to be as open and transparent as possible. Our team will walk you through your financial life plan every step of the way, ensuring you’re always up-to-date. As an independent local business, we value our reputation and standing in the community.

Experience

With over 25 years of experience, we’re confident we have the expertise to accommodate the needs of aspiring and seasoned clients. Our multigenerational accounts are some of our greatest accomplishments. We relish that whole families trust in our services and feel confident enough to leave their financial life plans in our very capable hands.

Integration

We manage your holdings, insurance, estate and legacy planning, retirement planning, succession and generational planning, cash flow analysis and budgeting, implementing efficient tax structures for individuals, families and businesses, group benefits plans, and other ethical planning needs.