IF YOU'RE ASKING YOURSELF:
| What age do I retire? |
| How much income do I need to retire? |
| We can help you find the answers and create a plan to match |
TAILORED PLANNING
Financial planning shouldn’t be cookie-cutter. We help you create a tailored plan that really matches your goals.
GENUINE GUIDANCE
We’re not here to sell you stuff. Our purpose is to answer your questions and provide real guidance.
THERE FOR YOU FROM DAY ONE
We work with you to develop your plan, help you understand every concept and keep in touch to ensure you’re on track.
INVESTMENT PLANNING TO MATCH YOUR MILESTONES
RETIREMENT PLANNING
ESTATE PLANNING
IF YOU'RE ASKING YOURSELF:
| Should I have a will? |
| How do I reduce probate fees? |
| What tax consequences will be involved? We can help you find the answers and create a plan to match |
TAX PLANNING
IF YOU'RE ASKING YOURSELF:
| TFSA or RRSP? |
| Do I pay too much tax? |
| How do I create a tax efficient income stream? We can help you find the answers and create a plan to match |
INVESTMENT PLANNING
IF YOU'RE ASKING YOURSELF:
| Save for retirement? |
| Save to buy a house? |
| Build a legacy? We can help you find the answers and create a plan to match |
MEET OUR WEALTH ADVISORS
We can tailor a personalized plan that suits you perfectly — leaving you room to enjoy your life and handle everything it throws your way. Put a Northern Wealth Advisor to work for you!
Wealth Consultant with both Northern Wealth Management and Credential Financial Strategies
Inc.
MICHAEL MORGAN-SCHUBERT
Michael Morgan-Schubert is a Wealth Consultant with both Northern Wealth Management and Credential Financial Strategies Inc. With over 20 years experience in the financial services industry, Michael has the skills and knowledge to provide secure solutions that will grow with your needs.
Michael is passionate about really getting to know you and understanding all of your financial goals. He will work with you to uncover your full financial picture, so you can work to put all the pieces of your financial future together. Michael specializes in retirement planning, estate planning, and insurance planning, and is committed to serving his members the Northern way. Michael has the skills required to exceed all of your financial expectations.
SENIOR WEALTH ADVISOR with both Northern Credit Union and Credential Securities.
CHRIS OLIVER
Chris Oliver is a Senior Wealth Advisor with both Northern Credit Union and Credential Securities. With over 10 years’ experience in the financial services industry, Chris has the skills and knowledge to provide secure solutions that will grow with your needs.
Chris is passionate about really getting to know you and understanding all of your financial goals. He will work with you to uncover your full financial picture, so you can put all the pieces of your financial future together. Chris specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving his members the Northern way. Chris has the skills required to exceed all of your financial needs.
Financial Planner with both Northern Credit Union and *Credential Asset Management
Inc.
ILJA PAWELS
Ilja Pauwels is a Financial Planner with both Northern Credit Union and *Credential Asset Management Inc. As an experienced Advisor in the financial services industry, Ilja has the skills and knowledge to provide secure solutions that will grow with your needs.
Ilja is passionate about getting to know you and understanding all of your goals. He will work with you to uncover your full financial picture and put all the pieces of your financial future together. Ilja specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving his members the Northern way. Ilja has the skills required to exceed all of your financial expectations.
Wealth Advisor with both Northern Credit Union and *Credential Asset Management Inc
AMBER STREY
Amber Strey is a Wealth Advisor with both Northern Credit Union and *Credential Asset Management Inc. As an experienced Advisor in the financial services industry, Amber has the skills and knowledge to provide secure solutions that will grow with your needs.
Amber is passionate about getting to know you and understanding all of your goals. She will work with you to uncover your full financial picture and put all the pieces of your financial future together. Amber specializes in retirement planning, estate planning, and is committed to creating long lasting relationships serving her members the Northern way. Amber has the skills required to exceed all of your financial expectations.
MAPPING OUT YOUR INVESTMENT MIX
Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.
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STRESSED OUT OVER RETIREMENT PLANNING?
Your life-after-work should be a beacon of excitement. But, for many, thoughts of retirement are daunting. Here’s how you can ease the uncertainty.
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TIRED OF PAYING TAX ON INVESTMENT GROWTH?
Your life-after-work should be a beacon of excitement. But, for many, thoughts of retirement are daunting. Here’s how you can ease the uncertainty.
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MAPPING OUT YOUR INVESTMENT MIX
Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.
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DISCLAIMER
*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
**Mutual Funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
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