Who we are

The Northfront Financial Team

Jeff Ady Managing Partner & Portfolio Manager

CIM
403-571-8960
jeff.ady@northfront.com

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Karl Anvik Partner & Portfolio Manager

BSc, MA, CIM®, CFP®
403-571-8960
karl.anvik@northfront.com

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Shamez Kassam Partner & Portfolio Manager

MBA, CFA, CDFA
403-571-8960
shamez.kassam@northfront.com

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Andrew Rodych Business Manager & Portfolio Manager

MPP, CIM®
403-571-8960
andrew.rodych@northfront.com

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Cheryl Kopeck Client Service Specialist

403-571-8960
cheryl.kopeck@northfront.com

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Chelsea Toews Client Service Specialist

BBA
403-571-8960
chelsea.toews@northfront.com

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Robyn Copeland Client Experience Coordinator

403-571-8960
robyn.copeland@northfront.com

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Donna Mack Compliance Manager

403-571-8960
donna.mack@northfront.com

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Siying Du Portfolio Administrator/Analyst

403-571-8960
siying.du@northfront.com

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Josh Carter Analyst

403-571-8960
josh.carter@northfront.com

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Nick Dooley Analyst

403-571-8960
nick.dooley@northfront.com

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Brandi Dickson Insurance Specialist

403-571-8960
brandi.dickson@northfront.com

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About our firm

Who we are

Drawing on years of experience, the team at Northfront Financial supports individuals and families in reaching their financial goals. With a focus on alternative assets and pension-style investing, Northfront helps create financial capacity for our clients so they can have the impact they want on their family and community.

We pride ourselves on being a different kind of investment firm. This stems from our humble roots, entrepreneurial spirit, and a culture of integrity and professionalism. Our goal is to offer the best investment products, services, advice, and ideas the financial industry has to offer. Our experienced team includes individuals with the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP) designations.

Our Vision

We help create financial capacity for our clients so they can have the impact they want on their family and community.

Our Mission

Work with our team and partners to provide a world-class advisory, investing and planning experience through a unique understanding of our clients’ objectives.

With focused financial planning and access to diverse investment types, we help clients reach their financial goals

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Key Features

What sets us apart

Education and experience
Serving all account types
Alternative asset investments
Tailored financial planning