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.
We inspire people to live life today and plan for a better tomorrow. It’s all in #KeepingLifeCurrent.
At Northern River Financial, our relationships are proudly built on the foundations of tolerance, trust, truthfulness and transparency.
Take a journey with us and learn about the NORTHERN RIVER Financial difference.
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.
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Testimonials
“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.”
“Steve provides a very down to earth method to explain complex fiscal ideas and help explain insurance in a more practical way. Steve sees an opportunity to create a plan that works best for your needs. What make Steve so helpful is he creates a step by step plan that makes sense to you. Steve helped us ensure that we are not only covered in case something would happen to either of us, but he also made sure that we are properly getting a return out of our investment. All in all, Steve knows his stuff. We look forward to our continuing partnership and always look forward to our meetings.”
“We have been Bob’s clients for many years both individually and now as a family. He understands our evolving needs and goals and is able to customize our financial plan using an unbiased approach. Bob has the ability to explain the specifics of various products which enables us to make informed decisions. We have nothing but trust and confidence in hi expertise.”