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Guiding Your Financial Summit Ascent: Together, We Scale New Heights.

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Founder Photo

Derek Schaefer

 

Chartered Financial PLanner

Derek Schaefer is a Financial Planner specializing in philanthropic financial planning, estate planning, and tax-efficient wealth strategies for Canadian families and businesses. His work focuses on helping clients build clear, structured financial plans that connect their money to their long-term goals, values, and legacy.

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Derek Schaefer works closely with Canadian families and business owners who want more than basic investment advice. His approach to financial planning is designed to simplify complex financial situations and provide clients with a clear roadmap for retirement, wealth accumulation, tax efficiency, and estate planning.

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After beginning his studies at MacEwan University, Derek Schaefer completed a Bachelor of Business Administration with a major in Finance. This educational foundation, combined with years of industry experience, allows him to guide clients through a wide range of financial planning needs, including investment planning, insurance strategies, and long-term financial structuring.

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Before becoming an independent financial planner, Derek Schaefer worked within major banking and insurance institutions. This experience provided deep technical knowledge in investments, risk management, estate planning and finanacial & tax planning, while shaping his client-first approach to financial advice.

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Today, Derek Schaefer focuses on building personalized financial plans for Canadian families and businesses. Clients often come in feeling overwhelmed by financial complexity, but leave with a structured and easy-to-understand plan that aligns with their goals and provides long-term confidence.

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A core area of Derek Schaefer’s practice is philanthropic financial planning. He believes financial success is not only about growing wealth, but also about how that wealth can be used to create meaningful impact. By integrating charitable giving into financial and estate planning, he helps clients reduce taxes, improve efficiency, and support the causes that matter most to them.

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Derek Schaefer also works closely with community organizations and charitable foundations. His ongoing community involvement reflects a strong commitment to giving back and strengthening the communities he serves, while also helping clients incorporate philanthropy into their financial plans.

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He continues to pursue ongoing professional development and advanced education to stay current in an evolving financial landscape. This ensures his clients receive relevant, practical, and forward-thinking financial planning advice tailored to their needs.

 

About

 

Who We Are

Northern Asset Management is a holistic financial planning firm dedicated to helping Canadian families and business owners answer a simple but important question: “Am I losing money needlessly and unnecessarily?”

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Our approach starts from the ground up. Rather than focusing on isolated pieces of your financial life, we begin with your estate plan and build a fully integrated financial plan around it. This allows every part of your financial picture—retirement planning, tax strategies, investments, insurance, and legacy goals—to work together in a coordinated and intentional way.

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We believe financial planning should not feel stressful or confusing. Instead, it should be a clear and structured journey, where you understand where you are today, where you are going, and how each decision supports your long-term goals. At Northern Asset Management, we work alongside you to simplify complexity and bring clarity to your financial life.

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Our clients are typically Canadian families, professionals, and business owners who want confidence that their wealth is being managed efficiently and purposefully. Many are looking not just to grow their assets, but to ensure they are not losing value through inefficiency, unnecessary tax drag, or a lack of coordination in their planning.

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We also place strong emphasis on legacy and impact through philanthropic financial planning, helping clients align their financial success with meaningful giving and long-term family values.

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At Northern Asset Management, our goal is simple: to help you turn financial uncertainty into a clear, structured plan—and to help you reach new peaks with confidence.

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Why Rely On Us?

At Northern Asset Management, we use our experience to conduct the required financial due diligence on your behalf, so you can focus on your life and business with confidence.

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Our clients benefit from working with experienced financial planning professionals who are focused on monitoring, organizing, and coordinating their overall financial plan. This includes reviewing portfolio structure, tracking financial progress, and ensuring your plan continues to align with your goals over time.

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Our focus is on comprehensive financial planning—not fragmented advice or divided attention. We are dedicated to the planning relationship, which means our time and expertise are centred on building, maintaining, and improving your financial plan rather than being pulled into unrelated sales activities.

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If your financial plan is not performing as expected or your circumstances change, we take a proactive approach. We will identify the underlying issues, review the structure of your plan, and recommend clear, practical adjustments to get you back on track.

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Our goal is to provide clarity, consistency, and accountability so you always know where you stand and what steps are being taken to move you forward.

Long Term

At Northern Asset Management, our commitment is to support you through every stage of your financial life. We stay in regular contact and recommend updates to your financial plan as your life changes and as the economy moves through different cycles.

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We follow the Canadian and global economy closely by working with trusted financial and economic research firms. This helps us stay informed about market trends, interest rates, and changes that may affect your financial plan.

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We use this knowledge to review your financial plan and make sure your investment mix and overall strategy continue to match your goals, timeline, and comfort with risk. As your situation changes—whether through career growth, business changes, or retirement planning—we adjust your plan to keep you on track.

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Our goal is simple: to make sure your financial plan continues to work for you over the long term. By staying informed and proactive, we help Canadian families and business owners make clear, confident decisions in changing market conditions.

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We believe that ongoing guidance, consistent communication, and a well-structured plan are key to long-term financial success.

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Primary Disclaimer

The information contained herein is for Alberta residents only and does not constitute an offer to sell or solicit sales in any other Canadian or Foreign Jurisdictions.

Mutual Funds are available through Global Maxfin Investments Inc. Insurance Products including but not limited to” Segregated funds, HISA, Insurance GIC’s, Life, Disability, and Critical Illness Available through Global Insurance Solutions Inc.

This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisors for advice based on your specific circumstances.

Dual-Licensing Disclaimer

Global Maxfin Investments Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ( MFDA) Global Maxfin Investments Inc. is obligated to disclose to you that you may be dealing with companies other than Global Maxfin Investments Inc. When purchasing services or products from your Associate ( remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Global Maxfin Investments Inc.:

• Deposit Instruments: High Invest Savings Accounts and GICs;

• Financial planning services—including Fee-for service financial planning;

• Estate Planning;

• Tax Planning or Income Tax Preparation;

• Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

No Legal or Financial Advice

The information provided on this site is for information purposes only. Under no circumstances should you regard any information you read or access on this site as financial, accounting, legal, or tax advice. You should consult your financial advisor before acting on any information on this website.

Link Disclaimer

Links to Third Party Website, Derek Schaefer and Global Maxfin Investments Inc. do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Derek Schaefer or Global Maxfin Investments Inc.

By clicking on a third-party link, you will leave this website. Privacy and security policies may differ from those practiced by Derek Schaefer or Global Maxfin Investments Inc.

Mutual Funds

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

E-mail Disclaimer Confidentiality

The Internet is not a secure medium and privacy cannot be assured. E-mail is vulnerable to interception and forging. Derek Schaefer and Global Maxfin Investment Inc. cannot ensure the privacy of any information or instructions you send to us or that we send to you over the Internet. Derek Schaefer and Global Maxfin Investment Inc. will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

No Solicitation

Nothing on this website constitutes a solicitation or offer by Derek Schaefer and Global Maxfin Investments Inc. to buy or sell products or services of any kind whatsoever.

Limitation of Liability

Derek Schaefer and Global Maxfin Investment Inc. will not be responsible or liable for any direct, indirect, special, incidental, or consequential damages, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use or misuse of this website, or the information or documents thereof, even if advised of the possibility of such damages or such damages are reasonably foreseeable.

Segregated Funds

Subject to any applicable death and maturity guarantee, and part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund.

License Disclaimer

All products and services recommended through Northern Asset Management are through the appropriate licensing bodies. Derek Schaefer as a multi licensed individual through MFDA and the Alberta Insurance Council presenting mutual fund and insurance related products.

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