Northmount Financial Solutions Inc.

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Our value

At Northmount Financial Solutions, we’re committed to supporting business owners, professionals and their families with integrated financial solutions. Like you, we are business owners and experienced in our field.

We understand that you’re trying to balance running a business and spending time at home. You value a collaborative approach to financial planning. We have guided many business owners and professionals to reach their goals and live comfortable and rewarding lives.

Our integrated services include:

  • financial planning for individuals and families,
  • planning for retirement,
  • business succession planning,
  • tax planning,
  • estate maximization,
  • key person protection,
  • group benefits and
  • investment planning.

The journey of any business owner or professional will usually include an unexpected detour or two. Our team is continuously educating ourselves. We want to ensure we are up to date with the changing economic environment and regulations that affect insurance and investments. Staying ahead of the curve is paramount to your success.

Client testimonials

"Working with Jordan, we just hit it off, our personalities aligned and I felt comfortable to sit with him and talk about our money. I chose him because of the attention he gives to Clients; he is always available, forward-thinking and thorough in his presentations around my options. Jordan provides a number of ways we could do things and thinks outside the box. I had a health event and the work he did saved our financial life. I was off work for one year and if he hadn’t presented the financial plan the way he did, our lives would be completely different. Peace of mind and trust means everything to me, and I feel that Jordan has my back at all times."

- J. J., Physiotherapist & Business Owner of 3 Locations

"I’ve been working with Jordan for almost 5 years. When Jordan and I spoke for the first time for a few hours, he gave me ideas on investments. I could tell he was a straight shooter and a straight up guy. I feel very comfortable having my money with him, and I have a hard time giving it to anyone! Jordan has a great attitude and tells you the truth whether it’s good or bad. He always answers his phone and sends me the information I need that same day. I feel like we have a meaningful relationship and I’m never stressed at all. I know he is taking care of my future and growing the money the way I want it to. I feel more secure with Northmount Financial Solutions Inc. than anyone else."

- D.D., Owner, Glass Installation

"I have been a delighted Client of Jordan’s for eleven years. Jordan takes the time to explain, and there’s a sense of trust and non-judgment from him. I don’t ever feel like I have to do anything I am not comfortable with – and he takes the time to ensure my investments meet my comfort level. I know no matter whom I refer to Jordan, he’ll make them feel the same way no matter how much or how little they have to invest. It’s comforting to know there will be no pressure and that Jordan will take the time to explain everything. You never feel intimidated by asking questions. He is genuine, respectful, and always attentive and reliable."

- M.S., General Manager

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.