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.
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.
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.
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.
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.
I am absolutely delighted with Northern River Financial’s service. It is really refreshing to work with a firm who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way they took the time to get a feeling for where I was at, their depth of knowledge, lateral thinking, and common sense approach. Their professional and ethical demeanor elicits my trust and respect.
Bob has been a fantastic help to both of us. He has taken the time to get to know us, as well as the time to come to us when we had questions from buying a house to life insurance. He has made an otherwise confusing world easier to understand, which in turn made all the big decisions seem more comfortable to make. Reassurance goes a long way when your financial well being depends on it.
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. In choosing to appoint Steve and his team, I knew that I was satisfying all of the above criteria.