Steve Bentley

WORK HISTORY

EDUCATION

SKILLS

ABOUT STEVE BENTLEY

Each financial life plan is created to meet your needs. Our team capabilities allow your plan to be carefully tailored to enhance the realization of your life goals and objectives. Our mandate is to secure your future goals and ambitions. Life changes over time and you need a financial life planning partner to meet your milestones - let us be there for you for them. When it comes to living well, financial planning and life planning are key. Whether you’re a business owner, or simply planning for the future, I am happy to help!In my time as an advisor and financial planner, I have had the opportunity to learn about the specific goals, benefits, and concerns that business owners and people have in each stage of their business model and life. Regardless of the size or stage of each business and life of a person that I have worked with, the unique approach I take and process that I implement addresses your needs.My practice, Northern River Financial, is distinct from other companies with a down-to-earth approach. We work virtually and inherently prioritize our clients’ needs, proactively identify areas that may need attention, devise and tailor plans and solutions that meet these needs and works together with clients, ensuring that comfort in the process of building their relationship and discussing their financial affairs.Common milestones that require financial planning include…Starting a New Business:Managing investment capital and debt repaymentDeveloping Business:Establishing key people Employee benefitsGrowing and Expanding Business:Managing earningsExecutive benefitsRetirement planning Financial Life Planning:Estate planning and fund distributionSuccession planning and exit strategyManaging a family trustAt Northern River Financial, our relationships are proudly built on the foundations of tolerance, trust, truthfulness and transparency. Contact me at s••••@northernriverfinancial.ca to learn how our process can work for you.