WEALTH
WELL MANAGED
Specializing in
Goals-Based Financial Planning
AREAS OF
EXPERTISE
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.
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.
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.
INSURANCE
Our clients' most valuable asset - their ability to earn income - is adequately protected through tailored insurance products.
CHARITABLE GIVING
We are committed to helping clients build legacies that last, including custom solutions for charitable giving.
ESTATE PLANNING
We ensure that our clients have a properly structured estate plan to effective transfer wealth to their family and the causes they care about.
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.
OUR VISION
At Northfront Financial, we help create financial capacity for our clients by deeply understanding their needs, opportunities, and strengths through our Northfront Process. Our mission is to work with our team and partners in order to provide a world-class wealth management experience through an in-depth understanding of our clients' objectives.
The goals of our clients are paramount and they are the focus of our practice - we help create financial capacity for our clients so they can have the impact they want on their family and community.
THE FIDUCIARY ADVANTAGE
Portfolio Managers offer an inherent advantage that provides private client and institutional investors with an additional measure of confidence. As Portfolio Managers, and fiduciaries, we have a legal requirement and duty to act with the utmost care, in good faith, and always with our clients’ best interests.
Fiduciaries are permitted to act with discretionary authority for other parties. They are held to a higher standard of conduct, they must have a higher level of education and experience to qualify for undertaking their duties, and they provide more detailed reporting compared with retail investment alternatives.
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To learn more about the Fiduciary Advantage, please see this overview from the Portfolio Management Association of Canada.
OUR TEAM
JEFFREY ADY,
CIM®
PARTNER
Tel: 403-571-8960
NATHAN JOHNSON,
CFA, CFP®
ASSOCIATE
Tel: 403-571-8960
ANDREW RODYCH,
MPP
BUSINESS MANAGER
Tel: 403-571-8960
KARL ANVIK,
BSc, MA, CIM®, CFP®
PARTNER
Tel: 403-571-8960
karl.anvik@northfront.com
CHERYL KOPECK
ASSISTANT
Tel: 403-571-8960
cheryl.kopeck@northfront.com
CHELSEA TOEWS,
BBA
ASSISTANT
Tel: 403-571-8960
SHAMEZ KASSAM,
MBA, CFA
PARTNER
Tel: 403-571-8960
shamez.kassam@northfront.com
BRANDI DICKSON
INSURANCE SPECIALIST
Tel: 403-571-8960
WILL CORRIGAN,
CFP®
ASSOCIATE
Tel: 403-571-8960
ROBYN COPELAND
CLIENT EXPERIENCE COORDINATOR
Tel: 403-571-8960
CONTACT
NORTHFRONT
Member
OUR ADDRESS
#330 - 23 Sunpark Drive S.E.
Email:
Tel: 403-571-8960
Toll Free: 1-888-571-8960
For any general inquiries, please fill in the following contact form:
