Experience

 

Wealth Management

  • Personal and continuous review and consultation to ensure that individual and family long-term goals are met.

  • Detailed cash flow, income, asset and liability analysis based on key personal and actuarial assumptions.

  • Retirement scenario projections and required rate of return analysis after tax and inflation.

  • Consolidation of net worth and income statements along with analysis of key debt and cash flow ratios.

  • Personal and corporate cash management with vendors and tax authorities in a Family Office context.

  • Estate planning for optimum asset protection and tax efficient transfers of wealth.

  • Risk management and insurance planning.

  • Financial Education programs.

  • Open and discrete consultation on closely held business issues.

  • Family foundations and tactical philanthropic activities.

  • Family dynamics and intergenerational issues.

  • Team approach to portfolio and relationship management incorporating access to external professionals.

Investment Management

We help affluent clients preserve their wealth while still achieving capital growth, using the same risk management principles employed by university endowments and pension plans. As part of this process, we utilize alternative investments vehicles and solutions that are typically only available to institutional investors.

  • Creation of customized client portfolios through asset allocation, manager and security selection.

  • Strategic (long-term) asset allocation and portfolio design.

  • Tactical (active) portfolio positioning to take advantage of valuations or dislocations in an asset class or sector of the market.

  • Northland Wealth Management realizes the sensitivity required to manage individual portfolios. Therefore certain sophisticated investments, although available to most clients, are only utilized after careful analysis and discussion with each client to ensure they are appropriate for their individual portfolio.

Northland Wealth’s goal is to select
the best possible solutions for our clients, without conflict or bias.

  • Potential utilization of Alternative Investments such as hedge funds, infrastructure, real estate and private equity employing ‘best of class’ managers. These solutions are favoured, as their returns have a low correlation with those of standard asset classes, adding value to the overall portfolio.

  • Access to opportunistic investments that offer a higher return potential to exploit market dislocations due to a specific event either at the sector, industry or security level.

  • Performance reporting and analysis at both the account level and on a consolidated basis.

Northland's Philosophy

Northland Wealth Management offers solutions that manage clients individual investment mandates as well as ensure that their overall financial needs and goals are constantly considered, addressed and met.

 

 

 

Sound stewardship of private capital is the result of hard work, family cooperation, the insistence on high standards and the consistent use of best investment practices. Working with a trusted advisor like Northland Wealth Management which has extensive experience in all aspects of the stewardship process – from tax efficient investing to the appropriate family governance structure – reaps significant benefits for family clients.

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Phone: (416) 360-3423

8965 Woodbine Ave

Markham, ON L3R 0J9

Email: info@northlandwealth.com

© 2019 Northland Wealth Management Inc.