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Areas Of Expertise

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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Investments

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

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Insurance

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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Cross Border Solutions

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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Retirement

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

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Charitable Giving

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).

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Condo Reserve Funds

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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Business

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