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.

Industry Leading Investment Access

At Northland Wealth we provide our client families with extraordinary access to ‘world class’ investment opportunities through our open-architecture platform.

 

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 never settles for the status quo

TRADITIONAL
    •    Public Equities
    •    Fixed Income

ALTERNATIVES
    •    Direct lending - private debt, mortgages
    •    Credit - relative value, CLOs, distressed loans
    •    Private Equity - LBOs, growth equity and secondaries
    •    Private Real Estate - multi-family, office, hospitality, global
    •    Hedge Funds - global equity, credit, commodities, risk parity

Industry Leading Report

Northland Wealth’s robust reporting capability allows us to provide 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, ‘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

Communication with clients 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 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

Open and ongoing dialogue is the key to the success of any relationship. At Northland we also believe that to be true. Before we propose a solution or make any recommendations, we will hold in-depth discussions with you and, if you wish, your family members and professional advisors. We believe that it is paramount that we understand our client`s investment and overall financial situation before developing a specific and individualized mandate.

At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your current personal situation and financial goals, but also the long –term dreams and aspirations you and your family share. In addition, our conversations are an opportunity for you to learn about how we work together and what you can expect from us. Like any professional, as our relationship grows, an ongoing dialogue helps us ensure that we remain up-to-date on your situation and anticipate and respond to your family's evolving needs at every stage of your life. We like to compare ourselves to the small town Doctor of years gone by. He would not only have an in-depth understanding of your health, but also all things important to you including your family, business, social interests and more. Effectively these components make your situation unique. It is that level of understanding that we feel builds strong, long-lasting, trusted relationships.  

Comprehensive Planning Services

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 - 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. 

 


 

Trusted Relationships

At Northland we pride ourselves on the committed and trusted relationship we have with families we serve.

 

It is through open and effective communication, and in-depth understanding of the family is created. In many cases we have been fortunate to create bonds of trust that span multiple generations of a family.

 

At Northland we have extensive education and experience dealing with highly personal family challenges in a delicate fashion, but understand how to encourage the candid conversations the are required to resolve an important issue.
 

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Phone:

8965 Woodbine Ave

Markham, ON L3R 0J9



+1-416-360-3423

© 2020 Northland Wealth Management Inc.