NAIT Co-Op Student SRO learning Program

Northern Asset Management is a holistic financial advisory and investment planning practice with a specialization in working with individuals on retirement and estate planning needs. The practice works with clients across Canada, helping them to achieve their financial goals and maintain their financial health. As such we are bound by many regulatory bodies of which the Canadian Investment Industry is merging its two Self Regulatory Bodies into one as of Jan 1, 2023. this project will be to learn and assist in the management of new regulations affecting the firm’s clients as we move forward in their financial health futures. The student will help with day-to-day operations as well as helping learn the new rules so all clients managed by the firm are conforming with the new regulations laid out by the Canadian securities administration. There is a vast integration of products that were previously only used by institutions that will now be available to the public. The student will work with the senior planner to integrate new options to clients to provide them the best financial future available at the lowest risk possible.

Faculty Supervisor:

Ryan Young;Kennedy Farnell

Student:

Partner:

Northern Asset Management Ltd.

Discipline:

Business

Sector:

Finance and Insurance; Technology

University:

Northern Alberta Institute of Technology

Program: