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A trusted partner to help you make the most of your wealth.

The demands on your time and talent are nonstop. Your dedicated team has experience working with individuals like you and will bring the same relentless focus to help you manage your wealth and coordinate across advisors to optimize your plan. 

  

Our exclusive offer for CCBA members:
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Complimentary Financial Assessment

  • Receive in-depth financial planning and advice aligned to your personal and business goals from a dedicated Wealth Advisor
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Commercial Banking

  • Secured/unsecured credit facilities for buildings, equipment and working capital, including accordion features to support acquisitions and growth
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Personal Banking

  • Full service personal banking including secured/unsecured and other customized credit facilities
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Discounted Fees

  • Receive pre-negotiated fees for our holistic offering of services including financial planning, investment management and banking

A full range of services to meet your unique needs:

Investment Management

Customized investment management crafted to achieve your goals.

Insurance

Needs assessment, analysis of existing coverage and policy review across all types of insurance.

Philanthropy

Review of philanthropic goals & strategies; recommendations for philanthropic planning and efficient use of philanthropic vehicles.

Tax Strategies

Proactive ideas to optimize tax savings and analyze impact of current and future tax legislation.

Wealth Transfer & Estate Planning

Review of all estate planning documents and proactive advice regarding wealth transfer strategies.

Family Education

Personalized financial education programs and coaching.

Liquidity

Customized liquidity strategies to smooth cash flows and fund major purchases.

Benefit Planning

Holistic review of all available benefits to ensure effective utilization of all available options.

  

How we work with you:

Northern Trust takes a uniquely personalized approach to determining the strategies that will be most effective for you.

  

  • Align assets and priorities to understand how you are positioned to achieve a lifetime of goals
  • Identify opportunities to optimize your plan and achieve more with your wealth
  • Evaluate scenarios, visualize trade-offs, and make informed decisions
Get In Touch

Ready to optimize your wealth plan?

Our advisors have experience working with clients like you and are ready to work with you to develop a plan to achieve your financial goals.