Northern River Financial

At Northern River Financial, we pride ourselves on being a comprehensive financial life planning firm with over 25 years of experience in establishing long-term, trusting relationships with our clients. We partner with some of the largest brokerages and financial services firms in Ontario, offering a personalized approach to financial planning tailored to meet the unique needs and goals of both aspiring and seasoned clients.

Our Philosophy

Our philosophy is built on trust, security, and transparency. We strive 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 in the benefits and exceptional customer service we have provided them with.

Our Expertise

With over 25 years of experience, we have the expertise to accommodate the needs of aspiring and seasoned clients. Our multigenerational accounts are a testament to our ability to provide long-term relationships with our clients. We relish the fact that many families trust us with their financial affairs and are confident in our capabilities.

Our Services

We offer a comprehensive range of financial planning services, including:

• Personalized financial planning
• Investment management
• 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
• Other ethical planning needs

What Sets Us Apart

At Northern River Financial, we prioritize our clients' needs and proactively identify areas that may require attention. We devise and tailor plans and solutions that meet their specific needs, working closely with them to ensure their emotional, psychological, and financial comfort throughout the planning process.

Our Team

Our team of experienced professionals is committed to providing exceptional service and expertise to our clients. We take the time to understand your unique goals and objectives, tailoring our services to meet your specific needs.

Our Story

Northern River Financial was established in 2015 as an independent financial advisory firm. Our principals have been in the financial services industry for more than 25 years, bringing together a superior array of qualities and skills.

Inspiration Behind Our Name

Our company name, Northern River Financial, was inspired by Tom Thomson's painting "Northern River" (1915). This masterpiece of composition and color use is a testament to the beauty of nature and our commitment to helping our clients navigate their financial journeys.