Northern Asset Management is a dedicated financial planning firm based in Edmonton, focusing on helping Canadian families and businesses navigate the complexities of their financial lives. Led by Derek Schaefer, a Chartered Financial Planner with extensive expertise in estate and tax-efficient wealth strategies, the firm provides tailored solutions that align with your unique goals.
We strive to simplify financial complexities and create structured, integrated plans that encompass all aspects of your finance—from retirement planning to investing. Our commitment to philanthropy also ensures that your financial success can contribute to meaningful causes, allowing you to create a lasting impact within your community. Trust us to guide you in achieving a secure financial future with clarity and confidence.
We strive to simplify financial complexities and create structured, integrated plans that encompass all aspects of your finance—from retirement planning to investing. Our commitment to philanthropy also ensures that your financial success can contribute to meaningful causes, allowing you to create a lasting impact within your community. Trust us to guide you in achieving a secure financial future with clarity and confidence.
