About
Planning that puts your advisors at the centre
Northern Wealth Group is a corporate, estate and wealth planning firm for incorporated Canadian business owners and professionals whose corporations hold more than the business needs. We help put surplus to work for the business and their children, and plan how wealth moves over time and to the next generation — always coordinated with the client's accountant and lawyer.
How we work
We do not provide accounting, bookkeeping, tax preparation or legal services. Every strategy we develop is reviewed with your accountant and lawyer before it is implemented — so your existing advisors remain at the centre of your financial life.
Your surplus deserves a deliberate plan.
For incorporated owners with $250K+ in retained earnings, or $100K+ in annual profit left in the corporation. Tell us about your surplus and your family goals so we can confirm whether we can add value.