Your legacy
Your family's financial safety
Your wealth
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We bring over 18 years of investment experience and help you plan a better financial future for you and your loved ones.
We analyse your current situation and create a personalized plan, that makes sense for you. We monitor you plan, and adjust it for life events, to help you achieve your goals.
As an independent, we offer solutions from multiple institutions and combine them, to your benefit.
Worry Free Retirement
How much money do I need to retire?
Will I depend on financial help when I'm old?
Go North Financial can help you:
Estimate how much money you will need to have the retirement you want.
Create, execute and monitor a financial plan to reach your retirement goal.
Look for ways to use your money to secure an income for life.
Your retirement plan should give you peace of mind.
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Financial Growth
Will my money grow to reach my goals?
How can I optimize my investments?
How do I minimize my investments' risk?
Go North Financial can help you choose funds that match your goals while considering the level of risk you are comfortable with.
There is more than one way to reach your goals. Go North Financial you can find a way; whether they include travel, freedom, or family.
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Your Kids' Financial Future
Will I be able to cover my kids post-secondary costs?
Will they start their adult life in debt?
If you have kids, your financial plan often includes funds to cover some, or all of their post secondary education. Finishing university or college with debt, is not a great way to start their adult life. Maximizing education grants and investing in RESPs as part of your plan, can help manage future educational costs.
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Financial Risk Reduction
How will I pay our bills, if my partner or I am not able to work?
What would happen to my family's finances if I am not with them tomorrow?
Can I afford to pay for extra services, like a caregiver, to look after me or my spouse?
Sickness and accidents happen. Making sure that you and your loved ones will be financially secure if you are unable to work, or if you are not with them tomorrow, is a big concern.
As part of your financial plan, Go North Financial can help you reduce your financial risk for you and your family, and your worries.
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Supporting High Impact Change
Do my investments support companies that are committed to environmental and socially responsible policies?
Companies have the biggest impact on the future of our planet and their CEOs listen to investors.
Socially responsible funds select companies that care about climate change, pollution, deforestation, waste, workers' health and safety, indigenous and local communities, diversity, and human rights.
If you care about the future of our global community, Go North Financial can show you how to invest in socially responsible funds.
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Early Start
When should I start saving/investing?
Will I be able to buy a house?
I will need money to start my own business. Which funds should I invest in?
Time in the market is one of the main success factors in investing. The earlier you start, the better off you'll be. A small start now can be better than a big start later, as catching up is hard to do.
Go North Financial can get you started with the right selection of funds to make a smart start.
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All Are Welcome
You are welcome here. As a financial advisor, I am here to support you and guide you in making financial decisions that benefit your life, and the lives of your loved ones.
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Legacy Planning
What do I need to include in my will?
Will my intended legacy be protected?
Will my loved ones have money to pay my taxes?
Am I able to cover my final expenses?
Go North Financial can help you plan ahead and organize to make a smooth transition for your loved ones. The last thing they need is complications with paperwork, creditors and accessing to funds to cover your final expenses.
Money to cover your taxes and final expenses can be easily directed into the hands of those who need to make arrangements, without probate delays.
Go North Financial will be there to them help with this transition.
Let's connect!
Go North Financial has partnered with Willful, a platform to help you craft a personalized will that you can change at any time. Contact us for a discount code.
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