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
“We have had the good fortune of having Bob as our financial advisor since 2003.Over that time, Bob has been instrumental in guiding us with or financial affairs through good and bad economic times over the pat 12 years. As the relationship has progressed, Bob has been great in helping us make the right choices with retirement planning along the way. In fact Bob has begun advising our three daughters with their financial choices as they begin living on their own. We look forward to working with Bob in the years ahead!”
“Bob, I wanted to let you know that Jenny And I sincerely appreciate the advice and assistance you have provided over the years on insurance, RESPs, RRSPs and TFSAs. Your personal level of service and attention to our goals for the short and long term give us confidence that we are on the right track. we look forward to continuing our relationship with you as Jenny and I build our family’s future.”
“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.”