Summer 2015 - Preface
Our feature story in this edition of The Artisan is “More than Asset Management,” which focuses on the concierge services we provide to our clients. Next we examine the shadow banking industry and discuss how accessing it may benefit your portfolio. We then highlight the PanAm Games that are taking place this month in the ‘Golden Horseshoe’ in Ontario. Turning our focus to estate planning issues, we examine the estate planning of the late and great Robin Williams and the lessons to be learned from him. All of these articles supplement our market insights.
We wish to thank the many families we serve and also to take this opportunity to share a recent accolade we received. Northland Wealth Management was awarded The Multi-Service Advisor of the Year at the inaugural Canadian Wealth Professional Awards, which were attended by over 400 industry professionals in Toronto last month. In addition to winning this award, the firm was also a finalist in the categories of “New House on the Block” and “Outstanding Advisor Alternative Investments”.