Rick Headrick, President, Sun Life Global Investments
April 09, 2018
Steve Bentley, CFP and Principal of Northern River Financial was recently interviewed by Rick Headrick, President of Sun Life Global Investments for his Bright Insights article.
Rick wanted to hear from others in the investment community about their first jobs. Advisors across Canada chimed in with their stories. It is fascinating to see how first jobs gave them values that span an entire career. Here is an excerpt:
Be resourceful. Many first jobs teach the importance of thinking on your feet and finding a way to propose solutions. Steve Bentley, Financial Life Planner and Principal CFP at Northern River Financial in Waterloo, Ontario, used his first job to put himself through university. “At 17, I joined the Army Reserves and went to the Royal Military College at age 18. It was a way to make income, give back to the community and get an education while contributing to the household as well,” he said.
Read the complete article here: What my first job pumping gas in Saskatchewan taught me about money
For immediate release
April 01, 2018
WATERLOO, ON: Steve Bentley CFP, President and Managing Principal of Northern River Financial Solutions Inc. (Northern River Financial), and Robert (Bob) Reay, Principal of RPR Financial, are pleased to announce that RPR Financial has joined forces with Northern River Financial Solutions Inc.
RPR Financial is a Financial Advisory Firm operating out of Kitchener, Ontario. It was founded in 1998.
Bob Reay will continue in the role of a Financial Advisor as an Associate with Northern River Financial. The RPR Financial office in Kitchener is closed and has been amalgamated with Northern River Financial’s head office in Waterloo. On a day-to-day basis, it will be business as usual.
“This acquisition is another step in the tactical and strategic growth of Northern River Financial,” said Steve Bentley. “The acquisition of RPR Financial creates a unique and strong partnership between Bob’s firm and ours leading to a more pointed and robust client offering under the premise of Financial Life Planning.”
Bob Reay added “The Northern River Financial’s acquisition of RPR Financial is a positive step forward for both companies. I had been looking for a company with the same moral values and responsibility to clients. After meeting with Steve Bentley of Northern River Financial the decision to merge was an easy one. Together we will leverage our shared expertise to deliver added resources and value to our clients.”
About Northern River Financial
Northern River Financial is an integrated Ontario-based financial life planning firm. Our deep-rooted philosophy inspires our vision to provide prudent advice and integrated well-managed solutions that enhance and enrich the lives of our business and individual clients through diligent life planning. In 2015, Steve Bentley CFP rebranded his company as Northern River Financial, an independent financial advisory firm. Our principals have been in the financial services industry for more than 25 years and their strong credentials are incorporated into our leading edge brokerage. Headquartered in Waterloo, Ontario, Northern River Financial also has offices in Cambridge and Huntsville.
Northern River Financial Solutions Inc.
Elaine Lewis | Administrative Associate Waterloo | 519.279.6905 | 1.855.5NRIVER | admin@NorthernRiverFinancial.ca
Host: Gord McLean
February 21, 2018
We’re pleased to announce that Steve Bentley, CFP and Principal of Northern River Financial, will be a recurring guest panelist on the weekly television show “Get To The Point” currently airing on Rogers TV South Western Ontario. Gord McLean and a panel of guests talk about what’s happening in the news and politics. Gord challenges his guests to “Get to the Point!”
Gail Johnson – Special to The Globe and Mail
November 28, 2017
Steve Bentley, CFP and Principal of Northern River Financial was recently interviewed for an article for The Globe and Mail by Gail Johnson on premarital conversations that couples should have. Here is an excerpt:
Setting goals is another crucial step for new couples, says Steve Bentley, principal at Northern River Financial in Waterloo, Ont. His approach is to talk about financial aims that the two will have as a unit as well as individually. Identifying each party’s money style and financial desires helps people to understand each other better.
“People often assume they know the other person, but they don’t necessarily know their personal money habits,” Mr. Bentley says. “We want to create those conversations. For us, financial life planning is not just about planning for the future, but also planning for quality of life today.”
Read the complete article here: Say ‘we will’ to saving for retirement as a couple
For immediate release
May 30, 2017
We’re pleased to announce that Steve Bentley, CFP and Principal of Northern River Financial, and Linda Ockwell-Jenner of Motivational Steps (show creator), will co-host the upcoming television series “The Small Business Show” airing on Rogers TV Waterloo Region in the Fall of 2017. The show was created by Linda Ockwell-Jenner to “reach small business and offer them insights and experiences shared by guests on the show.” The Small Business Show will feature a number of local, high-profile business owners, and cover a variety of interested topics for entrepreneurs and small businesses in Waterloo Region.
Motivational Steps is a leading consulting and personal development company in Ontario, Canada. Through its portfolio of inspirational products and personalized services, Motivational Steps provides companies, organizations and individuals with the tools they need to reach their goals. Founded in 2001 by Linda Ockwell-Jenner, Motivational Steps was created to provide simple and practical solutions for business and individuals. The company has enabled its customers to realize their full potential and continues to find new ways to bring increased value to future clients. Motivational Steps is recognized as the Best Woman-Run Business Development Consultancy – Canada.
Northern River Financial is an integrated Ontario-based financial life planning firm. Our deep-rooted philosophy inspires our vision to provide prudent advice and integrated well-managed solutions that enhance and enrich the lives of our business and individual clients through diligent life planning. In 2015, Steve Bentley CFP rebranded his company as Northern River Financial, an independent financial advisory firm. Our principals have been in the financial services industry for more than 25 years and their strong credentials are incorporated into our leading edge brokerage.
Dianne Buckner – CBC News
July 25, 2012
Steve Bentley, CFP and Principal of Northern River Financial was interviewed for an article for CBC News by Dianne Buckner, of CBC Dragons’ Den fame, on the past challenges RIM (now Blackberry) was having on its transition. Here is an excerpt:
“I like to believe that a national company like RIM will go through an evolution, the way Hewlett-Packard and IBM did in the States,” says Steve Bentley, a Kitchener-based financial planner. “I have a strong belief they’ll be able to right the ship.” Bentley is a BlackBerry loyalist.
He loves the enterprise server aspect of the device, since it allows people in his office to update their calendars and make changes while keeping everyone instantaneously in the loop. He finds all the Blackberry’s functional tools useful, and like me, prefers a physical keyboard.
Read the complete article here: RIM’s struggles a sad sight for fans
Eric Lam – National Post
May 04, 2011
Steve Bentley, CFP and Principal of Northern River Financial was interviewed for an article for the National Post by Eric Lam, about building up enough cash for your kid’s education as you do for just about everything else: Save early, save often. Here is an excerpt:
“The problem with our generation is we’re procrastinators. And in many of the cases we deal with we are helping them play catch-up so we have to be creative too,” said Steve Bentley, a CFP from Waterloo, Ont.
“Mr. Bentley is also in favour of deferring, as it gives students more time to make a decision on what they want to do with their life. And when you and your child are facing a shortage of funds, finding yourself is a lot more affordable if you’re not doing it at the same time as paying for tuition.”
“It’s a big, expensive problem. We’re pushing our kids to make choices when they’re not old enough to,” he said. “Ultimately, you’re making a commitment to an education. You’re not just writing a cheque.”
Read the complete article here: Start saving early for your child’s higher education