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Wealth Well Managed

Image by Justin Hu

Areas Of Expertise

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Investments

Working with Canadian and U.S. persons, our investment process is designed to effectively protect and grow our clients' wealth by understanding their financial goals and tolerance for risk - investing today, shaping tomorrow.

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Retirement

Whether planning for retirement or currently drawing income, our clients receive premier advice in planning for and around this exciting stage of their lives.  

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Business

Starting a new business or planning a transition of ownership, we help our clients maximize the value of their enterprise and the transition to an income-producing vehicle.

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Insurance

Our clients' most valuable asset - their ability to earn income - is adequately protected through tailored insurance products.  

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Charitable Giving

We are committed to helping clients build legacies that last, including custom solutions for charitable giving.

We ensure that our clients have a properly structured estate plan to effective transfer wealth to their family and the causes they care about.

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Estate Planning

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Cross Border Solutions

With our US-licenced advisors and business, Northfront Financial USA Inc., (Form CRS) we can provide cross-border services for investors on both sides of the border, including a single point of contact for Canadian-held RRSPs, US-held IRAs, US-dollar investments, and Canadian dollar investments.

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Condo Reserve Funds

We work with condominium boards to strategically invest reserve funds, matching assets to liabilities, and helping to keep condo fees low through effective fund management. Northfront is a member of The Canadian Condominium Institute (CCI).

 

Our Team

 Partner & Portfolio Manager

403-571-8960

Karl Anvik

BSc, MA, CIM®, CFP®

 Partner & Portfolio Manager

403-571-8960

Shamez Kassam

MBA, CFA

Managing Partner &

Portfolio Manager

403-571-8960

Jeff Ady

CIM®

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