Winter 2014 - Preface
We look forward to the New Year with enthusiasm as we continue to improve and grow the resources that Northland Wealth employs to resolve the complex issues that surround a family’s wealth – both the financial and human. We achieve this through our commitment to personalization, education and innovation.
On the education front, Jeff Sproul – VP of Wealth Management, will be moderating a panel discussion on Investment Styles and Strategies for Family Offices at the upcoming Opal Canadian Family Office and Wealth Management Forum being held later in January. Jeff will be focusing on topics such as performance reporting, employing an open source investment platform vs. “in house” product creation, and methods to hedge risk.
This past fall Arthur Salzer participated at the Annual Conference of the Family Firm Institute (FFI) – the largest gathering of professionals dedicated to family enterprise in the world. Topics covered a wide spectrum ranging from Family Banks and Entrepreneurship to Family Secrets and Ghosts: Becoming a beacon of hope in the fog. The event highlight was the keynote address from highly acclaimed Stanford Professor – Dr. Robert Sapolsky, author of Why Zebras Don’t Get Ulcers.
Lastly, we have been working behind the scenes on revamping the reporting statements that our clients receive, and also on the creation of a web portal that will allow access to relevant information in a convenient and secure format. We look forward to rolling out this new service and format in the first half of the year. Thank you again for all of your support and confidence. Wishing you and your family - health, happiness and prosperity in 2014!