EST. 2018
Why not
a bank?
NO QUOTAS
No product of the month. Every recommendation begins with your situation — not a sales target.
HOLISTIC
Banks separate your insurance, investments, and legacy. We connect them into one plan that works together.
ACCOUNTABLE
You work directly with our team — not a rotating roster of advisors. Consistent advice from someone who knows your full picture.
Northern Asset Management
YOUR FINANCIAL PLANNING TEAM
A team that
listens first.
OUR TEAM
"What initially seems like a complex and stressful financial situation becomes comprehensible and organized — leaving you at ease and optimistic."
Our team works across investment planning, retirement planning, risk management, legacy, and philanthropic planning — all from a shared belief that financial clarity changes lives.
We collaborate closely with every client to build personalized plans tailored to their individual needs — building plans that connect income, protection, legacy, and purpose into one coherent picture.
Derek's dedication, expertise, and compassionate approach render him an invaluable asset in financial planning — ensuring both stability and meaningful contributions to philanthropic causes.
"
ALAN R.
Business owner, Spruce Grove
I feel most comfortable and secure knowing my investments are a priority — not just a number in a portfolio.
"
CL
Charlene L.
Retired educator, Edmonton
Their expertise in retirement and estate planning gave our family genuine clarity. Weaving in charitable giving planning was transformative.
"
NB
Nathan B.
Pre-Retirement, Stony Plain
GM
"
Simplifying complex challenges into actionable, confidence-instilling plans.
Gus M.
Retirement planning client
DR
"
Clients often express regret for not seeking assistance sooner. That transformation — from stressed to organized — is what Derek delivers.
D. Robertson
Edmonton
Giving that
lives on
A CORNERSTONE OF OUR WORK
For many of our clients, wealth is not the destination — it is the vehicle. We help Canadians build philanthropic legacies that reflect their deepest values.
$10M+
In charitable assets facilitated through our planning network
Of our retirement plans include the option for a legacy and giving component
100%
"The greatest legacy isn't what we leave in the world, but what we leave in the lives of others."
Philanthropic planning is woven into every financial plan we build. From donor-advised funds to charitable gift annuities, we help you give with intention and lasting impact, while considering the tax implications of your gifts.
Financial planning is a journey, much like climbing a mountain. Creating a clear financial plan helps guide you toward the summit and the future you want to reach.
01
BASE CAMP
Foundational Planning
Savings foundations, RRSP & TFSA concepts, first home, early protection.
02
TRAIL PASS
Family & Lifestyle Planning
RESP, mortgage, income protection, wealth-building alongside family life.
03
ASCENT
Pre-Retirement
RRSP maximization, pension analysis, tax considerations, retirement transition.
04
LIVING THE SUMMIT
Retirement & Legacy Planning
RRIF drawdown, OAS/CPP timing, & your philanthropic legacy.
We meet you
where you are
LIFE STAGES
Education-first. Clearly regulated.
Derek Schaefer is a Mutual Fund Dealing Representative with Global Maxfin Investments Inc., a member of the Canadian Investment Regulatory Organization (CIRO), and a licensed Life and Accident & Sickness Insurance Agent. Provincial jurisdiction varies. Mutual funds and ETFs are offered through Global Maxfin Investments Inc. Insurance products, including segregated funds and life, disability and critical illness insurance, are offered through Global Insurance Solutions Inc. and Customplan Financial Advisors Inc. Always read the prospectus or fund facts before investing
Blog - Coming Soon
Concepts,
clearly explained
LEARNING CENTRE
