Client Profiles

Your financial life, your customized solution

 

At Northland Wealth we give families peace of mind by providing objective and unconflicted advice, drawing upon expertise in financial and estate planning, family governance, philanthropy and closely held business and succession issues. 

The Multi-Generational Family

A wealth creator present and in control, married with adult children. Mostly liquid wealth from accumulated savings, the sale of a business plus a few small real estate investments.

What Can Northland Wealth Management Provide?

  • Custom tailored portfolios professionally managed to individual mandates

  • A relationship management team providing personal service and expert advice every step of the way

  • Education and guidance on financial matters

  • Full family relationships

  • Financial planning covering retirement, estates and taxation

  • Easy to read consolidated reporting

  • Regular meetings at a frequency determined by the client

  • Collaboration with the existing professional team such as lawyers and accountants

  • Detailed performance reporting

  • Facilitate the consolidation of investments and assets

     

Common Concerns (Prior to Working with Northland)

  • Worried about taking too much risk

  • Not sure who will manage things when no longer able

  • Concerned about estate tax liability

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Phone: (416) 360-3423

8965 Woodbine Ave

Markham, ON L3R 0J9

Email: info@northlandwealth.com

© 2020 Northland Wealth Management Inc.