ABOUT US
New North, operating under the legal name, New North Advisory Ltd., incorporated provincially in Ontario in May 2024.
Our mission, vision and values:
Together, New North is on an important journey to re-imagine wealth management. The business is guided by a belief that financial planning should feel natural, intuitive and connected to everyday life. Our vision is a world where planning your money is as natural as planning your weekend – where financial decisions fit seamlessly into routines, conversations, and aspirations.
Our mission is to empower people to plan, invest and grow their wealth in ways that feel effortless and aligned with what truly matters to them. We do this by making financial guidance accessible, relatable, and integrated with life’s goals and milestones, not separated from them.
Our values shape how we build and how we serve:
· Clarity over complexity: We translate financial concepts into plain language and guided steps that anyone can understand and use.
· Progress over perfection: We encourage steady movement toward goals, recognizing that life evolves and plans should evolve with it.
· Designed for real life: Every feature is built around how people live, think, and make decisions – not idealized versions of them.