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.

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 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.  To learn more about the Fiduciary Advantage, please see this overview from the Portfolio Management Association of Canada. 

OUR TEAM

JEFF ADY

CIM®

MANAGING PARTNER & PM

Tel: 403-571-8960

ANDREW RODYCH

MPP, CIM®

BUSINESS MANAGER

Tel: 403-571-8960

CHELSEA TOEWS

BBA

ASSISTANT

Tel: 403-571-8960

KARL ANVIK 

BSc, MA, CIM®, CFP®

PARTNER & PM

Tel: 403-571-8960

karl.anvik@northfront.com

CHERYL KOPECK

ASSISTANT

Tel: 403-571-8960

cheryl.kopeck@northfront.com

WILL CORRIGAN

CFP®

ASSOCIATE

Tel: 403-571-8960

SHAMEZ KASSAM

MBA, CFA

PARTNER & PM

Tel: 403-571-8960

shamez.kassam@northfront.com

BRANDI DICKSON

INSURANCE SPECIALIST

Tel: 403-571-8960

ROBYN COPELAND

CLIENT EXPERIENCE COORDINATOR

Tel: 403-571-8960

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