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.
Recent Articles
Re-evaluating Interest Rate Risk
Are you a frustrated Wordle player? Try this… When you get stuck on Wordle, a crossword, or a Sudoku – stop. Put it down. Take a break. When you come…
Lakeside Longing
As a boy, who was privileged to spend time up north, I have always thought there was something special about sitting beside a quiet lake. Our lake was Lake Tasso…
September Stewardship
September is a month of transition in Canada. Summer gives way to autumn, the days become shorter, and the landscape slowly changes colour. Across the country, wildlife responds to the…
Testimonials
“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.”
“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.”
“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 at Northern River, I knew that I was satisfying all of the above criteria.”