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.
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.
Services
Steve was raised in Mississauga, Ontario. In 1986, he graduated from The Royal Military College with a degree in Economics and Commerce. Through his military career, he has had the privilege to live in five different provinces. Since 1990, he has lived in Waterloo with his family. He has been a Certified Financial Planner (CFP) since 2009.
Northern River Financial was established in 2015 as a completely independent financial advisory firm. Its success solely rests on the confidence and trust clients place on our ability to deliver prudent, intellectually sound strategies in developing custom tailored financial solutions.
Our principals have been in the financial services industry for more than 25 years with differing areas of expertise which has amalgamated into a superior array of qualities and skills.
Our principals have been in the financial services industry for more than 25 years with differing areas of expertise which has amalgamated into a superior array of qualities and skills.
Northern River Financial is proud to be affiliated with the best in the business. For insurance products, we are contracted with Bridgeforce. This offers us access to the best insurers across the country to ensure that our clients always receive the best products and pricing available. Bridgeforce is one of the largest Canadian owned and operated MGAs.
Our unparalleled qualified team provides the highest standards of professional capability. Northern River Financial's biggest asset is our human capital. To deliver a compelling client value proposition, we are committed to lifelong learning. Building upon our team's knowledge, we stay abreast of important developments for our clients' benefit and in support of the ongoing regulatory demands expected.
Northern River Financial offers advice-only financial life planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each client. Northern River Financial offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs.
Reviews
Be the first to review Northern River Financial.
Write a Review
