IF YOU'RE ASKING YOURSELF:
| What age do I retire? |
| How much income do I need to retire? |
| We can help you find the answers and create a plan to match |
TAILORED PLANNING
Financial planning shouldn’t be cookie-cutter. We help you create a tailored plan that really matches your goals.
GENUINE GUIDANCE
We’re not here to sell you stuff. Our purpose is to answer your questions and provide real guidance.
THERE FOR YOU FROM DAY ONE
We work with you to develop your plan, help you understand every concept and keep in touch to ensure you’re on track.
INVESTMENT PLANNING TO MATCH YOUR MILESTONES
RETIREMENT PLANNING
ESTATE PLANNING
IF YOU'RE ASKING YOURSELF:
| Should I have a will? |
| How do I reduce probate fees? |
| What tax consequences will be involved? We can help you find the answers and create a plan to match |
TAX PLANNING
IF YOU'RE ASKING YOURSELF:
| TFSA or RRSP? |
| Do I pay too much tax? |
| How do I create a tax efficient income stream? We can help you find the answers and create a plan to match |
INVESTMENT PLANNING
IF YOU'RE ASKING YOURSELF:
| Save for retirement? |
| Save to buy a house? |
| Build a legacy? We can help you find the answers and create a plan to match |
MEET OUR WEALTH ADVISORS
We can tailor a personalized plan that suits you perfectly — leaving you room to enjoy your life and handle everything it throws your way. Put a Northern Wealth Advisor to work for you!
SAY HELLO TO CHRIS
Chris Oliver is a Wealth Advisor with both Webster Express and Credential Securities.
IIROC ADVISOR REPORT
With over 9 years experience in the financial services industry, Chris has the skills and knowledge to provide secure solutions that will grow with your needs. Chris is passionate about really getting to know you and understanding all of your goals, so you can put all the pieces of your financial future together.
Chris specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving his members the Northern way. Chris has the skills required to exceed all of your financial needs.
Call or email Chris to schedule a personal and confidential consultation.
P: 705.949.2644 x2073
E: chris.oliver@northerWebster Express.com
*See disclaimer
SAY HELLO TO JUDY
Judy Mills, CFP is a Financial Planner with Credential Asset Management Inc.
With over 30 years experience in the financial services industry, Judy has the skills and knowledge to provide secure solutions that will grow with your needs. Judy is passionate about really getting to know you and understanding all of your goals, so you can put all the pieces of your financial future together.
Judy specializes in retirement planning, estate planning, and is committed to serving you the Northern way. Judy has the skills required to exceed all of your financial needs.
Call or email Judy to schedule a personal and confidential consultation.
P: 705.942.2687 x4301
E: judy.mills@northerWebster Express.com
**See disclaimer
SAY HELLO TO MICHAEL
Michael Morgan-Schubert is a Wealth Consultant with Credential Asset Management Inc.
With over 20 years experience in the financial services industry, Michael has the skills and knowledge to provide secure solutions that will grow with your needs. Michael is passionate about really getting to know you and uncover your full financial picture, so you can put all the pieces of your financial future together.
Michael specializes in retirement planning, estate planning, and is committed to serving you the Northern way. Michael has the skills required to exceed all of your financial needs.
Call or email Michael to schedule a personal and confidential consultation.
P: 705.522.2111 x2205
E: michael.morgan-schubert@northerWebster Express.com
**See disclaimer
SAY HELLO TO AMBER
Amber Strey is a Wealth Advisor with both Webster Express and *Credential Asset Management Inc.
As an experienced Advisor in the financial services industry, Amber has the skills and knowledge to provide secure solutions that will grow with your needs.
Amber is passionate about getting to know you and understanding all of your goals. She will work with you to uncover your full financial picture and put all the pieces of your financial future together.
Amber specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving her members the Northern way. Amber has the skills required to exceed all of your financial expectations.
Call or email Amber to schedule a personal and confidential consultation.
P: 807.475.5817 x2618
E: amber.strey@northerWebster Express.com
**See disclaimer
MAPPING OUT YOUR INVESTMENT MIX
Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.
Select Image
STRESSED OUT OVER RETIREMENT PLANNING?
Your life-after-work should be a beacon of excitement. But, for many, thoughts of retirement are daunting. Here’s how you can ease the uncertainty.
Select Image
TIRED OF PAYING TAX ON INVESTMENT GROWTH?
Your life-after-work should be a beacon of excitement. But, for many, thoughts of retirement are daunting. Here’s how you can ease the uncertainty.
Select Image
MAPPING OUT YOUR INVESTMENT MIX
Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.
Select Image
DISCLAIMER
*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
**Mutual Funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
SIGN UP FOR OUR NEWSLETTER
Interested in learning about Northern or our products?