What Separates Northland from Traditional Wealth Managers
Access the Same Managers as Canada's Largest Pension Funds
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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.
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With the benefit of Northland Wealth's buying power, our families benefit from reduced manager fees beyond what is available through other Canadian providers.
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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. ​
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Northland Wealth never settles for the status quo.
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Traditional Investments:
• Public Equities - stocks, ETFs, mutual funds
• Fixed Income - ETFs, mutual funds
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Alternative Investments:
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Private Credit - mortgages, private credit, secondary private debt
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Credit - relative value, CLOs, distressed loans
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Private Equity - venture capital, buyouts, growth equity and secondaries
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Private Real Estate - core, value add, distressed, secondary PE
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Hedge Funds - global equity, credit, commodities, risk parity
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Commodities & Precious Metals - gold, digital assets such as bitcoin
Industry Leading Reporting
See Everything in One Place
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The Problem: Wealthy families have assets scattered across multiple custodians, private investments, real estate, and held-away accounts. Getting a single view of net worth is nearly impossible. Performance reporting is fragmented or nonexistent.
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How Northland Solves It: We use Addepar, the same reporting platform used by the world's largest family offices and institutions. Every asset—public, private, held-away—appears in one consolidated view.
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What You Get:
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Real-time consolidated net worth across all accounts and custodians
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Time-weighted and money-weighted (IRR) returns
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Custom benchmarking at the portfolio, account, asset class, or manager level
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Third-party custody tracking for off-book investments
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Secure 24/7 portal access
No more spreadsheets. No more guessing. You see exactly where you stand.
We Meet You Where You Are
The Problem: Most wealth managers expect you to come to them. Meetings happen on their schedule, in their office, on their terms.
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How Northland Solves It: We meet at your home, your office, or online—whatever works for your schedule. You have direct access to senior professionals, not a call center.
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What You Get:
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In-person meetings at your location of choice
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Video conferencing for families across Canada
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Regular market and portfolio updates tailored to your objectives
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Access to The Artisan—our insights on family governance, alternative investing, philanthropy, and more
More Than Money
The Problem: Investment performance is only part of the equation. Families fail across generations because of poor communication, unclear governance, unprepared heirs, and uncoordinated advisors. Most wealth managers ignore all of this.
How Northland Solves It: We provide comprehensive family office services beyond portfolio management:
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Estate and tax planning coordination with your existing lawyers and accountants
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Family governance consulting to establish decision-making structures
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Next-generation education so heirs are prepared, not just entitled
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Philanthropic planning for families who want giving to be strategic
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Succession planning for business owners transitioning to the next chapter
We don't replace your other advisors. We coordinate them—so nothing falls through the cracks.
Advice Without Conflicts
The Problem: Most advisors earn commissions, referral fees, or revenue sharing from the products they recommend. Their incentive is to sell you things—not to give you the best advice.
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How Northland Solves It: We operate under a fiduciary standard and adhere to the CFA Code of Ethics. Our income comes solely from fees paid by families—either a flat retainer or a percentage of assets under management. Nothing else.
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What This Means:
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No commissions on any product or transaction
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No proprietary funds we're incentivized to sell
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No revenue sharing with managers we recommend
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Full fee disclosure before you become a client
Ask your current advisor: "Are you a fiduciary?" If they hesitate, you have your answer