Testimonials

“I met Steve through a local networking group. I was impressed immediately by his understanding of Financial Planning, but was more so drawn to his relationship-building approach, rather than a sales pitch that you see in so many other advisors. As an entrepreneur, it’s never easy keeping all “the balls in the air” as it were. It’s nice to know when it comes to planning my financial future I can confidently leave it in Northern River Financials’ good hands.”

Brian E., Entrepreneur

“I am absolutely delighted with your service. It is really refreshing to work with a financial planner who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking, and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect.”

Johanna L., Homemaker

“When it came to financial planning we were novices.  After meeting with Stephen, we took on his recommendations and we are extremely pleased with the decision we made.  We find the entire Northern River Financial team pleasant at all times and easy to work with. They are always contactable, courteous and helpful and they are so easy to recommend to others.”

Malcolm W., IT Consultant

“As a retired financial planner, I knew what I wanted in regard to appointing my own financial planner. I wanted someone that was professionally qualified, a member of a professional association, someone who had experience with investments, and a background in accounting was preferable. I also wanted someone who was knowledgeable and ethical. In choosing to appoint Steve and his team at Northern River, I knew that I was satisfying all of the above criteria.”

Paul R., Retired Financial Planner

“Steve has been responsible for drawing up our Financial Life Plan and the implementation thereof as well as managing our Insurance and Estate planning for a complex business and trust structure. We can highly recommend Steve as very knowledgeable, diligent and he always works with integrity to achieve the best possible outcomes for his clients.”

Don P. & Wendy P., Entrepreneurs

“After the recent downturn Stephen was empathetic and personable. His team is creative and came up with a variety of outside the box strategies. He is very knowledgeable and his business model means that he is not tied to one product or service provider, which makes him relatively unique. I would thoroughly recommend Stephen.”

Martin B., Accountant

“I have engaged Steve’s team on several assignments for our business clients. They consistently deliver high quality innovative and cost-effective financial solutions which meet our clients’ needs in the income splitting and tax planning area in general as well as other diverse fields such as general investment advice. They are trustworthy, client focused and diligent.”

Charles W., Lawyer

“I am a seasoned investor with many years of experience in the financial markets. I am a property developer and am active in the buying and selling of financial investments for my personal and corporate accounts. My experience with Steve has been terrific and we have developed a close relationship. He is an honest, hard-working individual that is knowledgeable and on top of his role.”

Sean H., Property Developer

“My wife and I had owned our own business for over 15 years and had dealt with various firms but hadn’t really felt we were being looked after. Once we met Steve, we found our comfort zone. We always take his advice and are very happy we have done so. Steve has structured our investments to suit our needs and we weathered the recent financial downturn because of Steve’s due diligence.”

John M. & Susan M., Business Owners

“I recently started with Steve. I was retired and looking for income from my investments. I have been very satisfied with his service. He is above all, reachable. If I cannot get him on the phone immediately, he or a member of his team promptly return my calls. I feel no hesitation in calling them with any question or inquiry. Steve keeps me informed of any new opportunities and rarely recommends anything that doesn’t suit me. He has taken the time to understand my comfort zone.”

Isabelle K., Retired Teacher