Financial Planning & Wellness
Let our local experts help you put together a truly personalized plan to reach your goals.
Our financial planning services
Retirement
Insurance
Education
Tax
Estate
Retirement Planning
Planning for retirement can seem tricky. How much do you need to save? When is the right time to retire? What do you want to do with your free time and where do you want to live? We can help you figure it all out:
- Identifying sources of income
- Estimating expenses
- Implementing a savings program
- Managing assets
Insurance Planning
Insurance is an essential aspect of financial planning that provides protection and peace of mind for you and your loved ones. Let our team help you find the right solutions to ensure you have adequate coverage:
- Life insurance
- Critical illness insurance
- Disability insurance
Education Planning
Getting an education is expensive these days. We can help you plan for your own continued education or for your child’s future schooling, using solutions that work for you and your family.
Tax Planning
It’s important to take tax into consideration when planning your finances, particularly your investments.
With strategic use of key tax-efficient solutions, such as registered plans, we can help you minimize your annual tax bill and maximize the money you keep for your goals.
Estate Planning
No one likes to think about estate planning and its implications. But having a well-drafted plan will minimize tax, simplify estate settlement, and ensure your assets go where you want them to.We can help you consider all aspects of this process:
- Wills
- Powers of attorney
- Trusts
- Charitable giving
Why choose Northern Savings?
Proactive, personalized support
Your life, your job, your goals – we take the time to learn about them all, personalizing your financial plan to match. Then we keep in touch, so no important moment or financial opportunity is ever missed.
Friendly, practical guidance
We know the financial world can seem complex. Our experts make it simple, avoiding jargon and walking you through every option. So you can feel confident in the financial decisions you make.
Unbiased advice
You’ll only ever get impartial recommendations from our team because their priority isn’t to sell products. It’s to help you find the right solutions to grow and protect your money.
Specialized expertise
Each of our advisors is specialized in their field, with years of experience helping local people like you. So they have the expertise to help with any need or goal.
Guiding you every step of the way
Financial planning isn’t complicated when you partner with us.
1
Getting to know you
Your plan should be as unique as you are. So your advisor will sit down with you to learn all about you, your life and goals.2
Developing your plan
Your advisor will analyze the insights gathered and develop a practical, personalized plan to help you reach your goals.3
Presenting the plan
Your advisor will give you a full walk through of their recommendations and make any adjustments you need.4
Monitoring progress
You won’t have to navigate your plan alone. Your advisor will stay in touch to help you put it into action and make any tweaks.
Protect what matter most
Life doesn’t always go to plan. Make sure you, your loved ones and your finances are protected with robust insurance.
Invest for the future
We offer a wide range of investment options to help you accelerate your savings, from RRSPs to mutual funds.
Make money while making a real difference
Choosing to invest in more sustainable organizations doesn’t reduce your returns. In fact, it can lower your long-term risk.
Interested in learning more? Chat with one of our responsible investment specialists.
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