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EST. 2018

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CHARTERED FINANCIAL PLANNER®

Derek Schaefer

Bachelor of Commerce

BBA Finance

Chartered Financial Planner®

  • B.Comm — MacEwan University

  • Bachelor of Business Administration in Finance — NAIT

  • Diploma in Financial Planning 

  • Certificate in Financial Service Advice

EDUCATION

  • Chartered Financial Planner®

  • Registered Retirement Consultant® (RRC®)

  • Registered Life Insurance Specialist® (RLIS®)

PROFESSIONAL CREDENTIALS

  • Mutual Fund Dealing Representative — Global Maxfin Investments Inc.

  • ETF product proficiency

  • Liquid alternatives proficiency 

  • Licensed Life and Accident & Sickness Insurance Agent (BC & ON)

REGULATORY LICENSES & REGISTRATIONS

Derek
Schaefer 

CHARTERED FINANCIAL PLANNER® · SPRUCE GROVE, ALBERTA

I’m Derek Schaefer, a Financial Planner working with Canadian families and business owners to build clear, purpose-driven financial strategies. My focus is on philanthropic financial planning, legacy planning, and financial planning that considers the tax implications of every decision—helping clients align their financial decisions with what matters most to them.

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After studying at MacEwan University and NAIT, completing a Bachelor of Business Administration in Finance, I built my career around helping clients simplify complex financial situations and make confident long-term decisions. My approach is grounded in education, clarity, and practical planning, so clients understand not just what we’re doing, but why it matters.

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Before working independently and starting Northern Asset Management, I worked in banking and insurance environments, gaining experience in investments, legacy planning, and risk management. Today, I work closely with families and businesses to create financial plans that are easy to understand, implement, and adapt over time.

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A core part of my practice is philanthropic financial planning. I believe wealth is not only about what you build, but how you use it. By incorporating charitable giving into financial and legacy planning strategies, I help clients support the causes they care about while considering the tax implications of their giving and its long-term impact.

INVESTMENT PLANNING

Connecting income, savings, protection, and purpose

RETIREMENT PLANNING

Accumulation and decumulation strategies integrating CPP & OAS

TAX CONSIDERATIONS

Income splitting, TFSA considerations, tax-efficient drawdown

LEGACY AND PHILANTHROPY

Generational wealth creation and optimization. 

RISK MANAGEMENT

Wealth, health, and income protection. 

BUSINESS PLANNING

Growth strategy, expansion planning, & succession guidance.

YOUR FINANCIAL GUIDE

The people behind
your plan

OUR TEAM

Northern Asset Management is built on relationships — not transactions. Our team works together across every part of financial

planning— united by a shared commitment to education, trust, and lasting impact.

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Ashton Currington

EXECUTIVE ASSISTANT

If you’ve ever wondered about the voice on the other end of the line, meet Ashton! She brings a wonderful global energy to our small team, courtesy of her Australian roots and a deep love for travel. Because family means everything to us here, Ashton fits right in - when she’s off the clock, life is a fun, busy balancing act with her husband and two kids, usually involving packing everyone up for a weekend of hiking or heading out to the lake. As an avid reader and writer, she appreciates the unique details of every story. With Ashton, you’re getting someone who genuinely values community, family, and treating anyone who walks through our doors, like an extension of our own.

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Kourtney Price

CLIENT SERVICE ASSISTANT

Hi everyone! It’s a pleasure to meet you. I recently joined the Northern Asset Management - Global Maxfin Investments team, and I’m excited to continue my journey in the finance industry while building meaningful relationships with clients and colleagues. Outside of work, you’ll often find me exploring Edmonton’s beautiful River Valley or planning my next adventure abroad. I’ve always believed in seeing the world with fresh eyes, and that sense of curiosity and optimism carries into both my personal life and my approach to work. Originally from beautiful British Columbia, I’m proud to now call Edmonton home. And if you’re a fellow animal lover, you’ll be happy to know I share my home with an adorable Holland Lop bunny who keeps life entertaining!

OUR TEAM

Northern Asset Management is built on relationships — not transactions. Our team brings together deep expertise across every dimension of financial planning, united by a shared commitment to education, trust, and lasting impact.

Who we are

Northern Asset Management is a Holistic Financial Planning firm working to help you answer a simple question: "Am I losing money needlessly and unnecessarily?"

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Working from a bottom-up philosophy starting with the legacy plan, we help you build a comprehensive financial plan to accomplish all of your future retirement goals — together.

 

Your financial situation should not be stressful, but rather an enjoyable journey. Let us help you reach new peaks.

OUR APPROACH

NORTHERN ASSET MANAGEMENT

01

Bottom-up planning

We start with your legacy plan and build upward — ensuring every financial decision is connected.

02

Holistic by design

Investment, risk management, tax considerations, legacy, and philanthropy — connected in one plan, not siloed.

03

Regular reviews

We review your plan and investments with you on a regular schedule. Every recommendation is explained, and every decision is yours.

04

Long-term relationship

We keep in touch and recommend adjustments through economic cycles and life changes.

05

Research-informed

We draw on research from a range of economic and financial consulting firms.

NORTHERN ASSET MANAGEMENT

Who we are

Northern Asset Management is a Holistic Financial Planning firm working to help you answer a simple question: "Am I losing money needlessly and unnecessarily?"

​

Working from a bottom-up philosophy starting with an estate plan, we help you build a comprehensive financial plan to accomplish all of your future retirement goals — together.

 

Your financial situation should not be stressful, but rather an enjoyable journey. Let us help you reach new peaks.

REGULATORY FRAMEWORK

Who oversees 
our work

CIRO

Canadian Investment Regulatory Organization

Canada’s national self-regulatory organization that oversees investment dealers, mutual fund dealers, and marketplace integrity to help protect investors and maintain fair, efficient capital markets.

CISRO

Canadian Insurance Services Regulatory Organization

The network of provincial and territorial regulatory bodies that oversee insurance professionals and services across Canada, helping ensure consumer protection, ethical conduct, and industry compliance.

CIFP

Canadian Institute of Financial Planning

Canadian educational institution that provides financial planning education and professional certification programs for individuals pursuing careers in the financial services industry.

Mountain

Let's start with a 
conversation

No obligation. Just clarity.

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