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Our Difference

Experience award winning…


Family Office Services which consist of comprehensive advice and guidance along with investment and planning solutions from around the world exclusively tailored to your needs and those of your family.

The World of Alternatives

There is a world of opportunities well beyond those listed on public markets. Unlike other Canadian firms and advisors, we bring a mastery across both public and private assets leveraging our strategic partnerships and capabilities to ensure our families have full access.


With over 30+ years experience investing our industry leading, open-architecture platform provides direct access (without the additional costs of pooled funds) to exclusive institutional private equity, venture capital and real estate managers whose minimum investments often exceed $10 million. 

With the benefit of Northland Wealth's buying power, our families benefit from reduced manager fees beyond what is available through other Canadian providers.  

Sleep soundly as we are specialists in accessing, performing due diligence and successfully investing with the same asset managers which are utilized by Canada’s leading pension funds such as CPPIB, Caisse, OMERS, PSP and Ontario Teachers, sovereign wealth funds and endowments such as Yale and Harvard. ​

Northland Wealth never settles for the status quo.

Traditional Investments:
    •    Public Equities - stocks, ETFs, mutual funds
    •    Fixed Income - ETFs, mutual funds

Alternative Investments:

  • Private Credit - mortgages, private credit, secondary private debt

  • Credit - relative value, CLOs, distressed loans

  • Private Equity - venture capital, buyouts, growth equity and secondaries

  • Private Real Estate - core, value add, distressed, secondary PE

  • Hedge Funds - global equity, credit, commodities, risk parity

  • Commodities & Precious Metals - gold, digital assets such as bitcoin


Industry Leading Reporting

Addepar performance reporting

Northland utilizes Addepar's best-in-class investment reporting which provides customized reporting not only at an individual account level, but more importantly on a consolidated basis as well. Consolidated reporting provides our client families with an unprecedented overview and control of their total investment portfolio. 

Northland’s reporting also includes third-party custodians and 'off book' investments which are made directly with an institutional asset manager as well as any ‘held away’ accounts at brokers. 

Performance reporting includes: 

    •    Money weighted (IRR) returns

    •    Time weighted returns

    •    Ability to benchmark results at a portfolio, account, asset, class or manager

Northland's made-to-measure portfolio benchmarking capability ensures our families know their portfolios are meeting their long term return and risk objectives.


Transparent Communication

Atlas - Rockefeller Plaza.jpg

Communication with our client families is one of the most important factors in the investment management relationship. Our regular reports cover market and economic conditions and portfolio performance, vis-à-vis client’s investment objectives.

Convenience - Meetings are held at a convenient location for our families which may include their place of business, home or even online.

Comprehensive - Our families receive secure, 24/7 online access through a secure portal with a comprehensive view to their assets, including those held away such as private equity, real estate and hedge funds.

Unique Insights - With a global network, Northland shares our leading insights into the family office world thought leaders and managers on topics such as family governance, global economies, philanthropy, and alternative investing.


Placing Your Family First

Three generation family

At Northland we are committed to developing a long-term relationship built on trust and the level of service you deserve and expect.

We look forward to learning more about your goals, values and objectives and to demonstrate how your can achieve your vision. 

Comprehensive Planning Services

Organizing Data

Northland brings experience and an objective view to the decisions we make on behalf of our families. We are:

Unbiased - We take no position or action that might prejudice our advice or usefulness to our clients.

No conflicts of interest - As a fiduciary advisor we only earn income directly from the families we serve based upon a retainer or assets managed.

Objective - We only offer strategies and advice that are in the best interest of our clients.

Transparent - We provide comprehensive reporting to ensure our clients have complete transparency and disclosure of fees. 


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