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 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 - that's why we relentlessly pursue better ways to invest for your family. 

    •    Public Equities
    •    Fixed Income

    •    Direct lending - private debt, mortgages
    •    Credit - relative value, CLOs, distressed loans
    •    Private Equity - LBOs, venture, growth equity and secondaries
    •    Real Assets - private real estate, infrastructure, gold and bitcoin
    •    Hedge Funds - global equity, credit, commodities, risk parity


Industry Leading Reporting

Northland’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;

  • and the 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. Northland offers: 

  • 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 through The Artisan. We regularly host private events featuring some of the world's leading thought leaders and managers on topics such as family governance, global economies, philanthropy and alternative investing.  


Placing Your Family First

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.

Comprehensive Planning Services

At Northland we have the ability to provide Financial Planning services to our families. Through the use of sophisticated software and extensive experience in the financial services industry we are able to produce a variety of reports ranging from a comprehensive Life Plan to a simple forecast of cash-flow.

The information you share with us enables us to establish a comprehensive personal profile, analyze your needs and determine the right course of action. Together we can explore topics such as:

  • The level of financial security you have achieved and wish to maintain

  • The goals you have set for retirement, education funding and other needs

  • The individual interests and financial needs of your family members

  • The need for effective tax planning

  • The financial security of your family in the event of the unexpected

  • Your investment objectives, risk tolerance and income needs

  • Your need for a Will and estate and trust planning

At Northland we use a common sense approach to planning and focus on thinking ahead to avoid potential issues down the road. Simplifying your overall financial situation is often the most effective strategy to maximize the accumulation, preservation and transition of wealth; and also provide the peace of mind all investors desire.

Trusted Relationships

At Northland we pride ourselves on the committed and trusted relationships we have with the 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 that are required to resolve an important issue. 


Please reload

Follow Us:

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon

Phone: (416) 360-3423

8965 Woodbine Ave

Markham, ON L3R 0J9

Email: info@northlandwealth.com

© 2020 Northland Wealth Management Inc.