It’s your money… and your peace of mind. We understand that.
Welcome to Northstar Wealth Management, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Northstar Wealth Management, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Northstar Wealth Management, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

Latest News

11 2024 1

Year-End Tax Planning Ideas

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November 4, 2024

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP …

09 2018 2

Bad Excuses for Putting Off Investing

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November 4, 2024

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time …

11 2024 2

Weighing the Cost of Your Retirement Dreams

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November 4, 2024

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We …

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ABOUT US
We serve individuals, families and businesses in the Fergus area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
  • Financial Strategy
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis
We are never satisfied until you are.
  • 125 St. George St. W
    Fergus, ON N1M 1H8
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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Northstar Wealth Management Inc. dba Northstar Wealth Management.
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