Winter 2018 - Preface
The beginning of a New Year is typically a time for reflection on the previous year and dedication to change and improvements for the next. 2017 was a particularly eventful year as we added two members to the Northland Wealth family. Richard Scarisbrick has joined us in the role of Managing Director & Chief Compliance Officer. Richard is a highly experienced legal professional in the area of securities law. Many of us at Northland were fortunate to have worked with Richard at a previous firm and are delighted to have him join us. We are also excited with our addition of Gregory Lawrence as VP Wealth Management. Gregory’s initial role will leverage his extensive experience and network he created from many years on an institutional sales desk, with the objective of broadening the marketing reach of Northland Wealth.
At Northland Wealth our commitment to placing your family first and foremost, by continually improving and broadening our services, is at the heart of our firm. We understand that having a prosperous family requires cohesiveness that is created through communication, education and involvement across all of its generations. Working with an independent, multi-family office like Northland Wealth is a good first step, as we provide unbiased advice and guidance and allow a family to aggregate its resources with others to obtain difficult-to-access institutional-quality traditional and alternative investments.
This approach differentiates Northland Wealth and its professionals from the bank-owned investment counsellors, asset managers and advisors in Canada. This difference has not gone unnoticed; for the fourth year in a row, members of Northland Wealth will be travelling to New York City for two of North America’s most prestigious industry award events.
We are honoured to share the news that Northland Wealth has again been shortlisted for the category of Best Multi-Family Office – under $2 billion and Best Multi-Family Office – Client Service – under $2 billion at the upcoming Private Asset Management (‘PAM’) Awards. In addition, at the Family Wealth Report (‘FWR’) Awards, Northland Wealth has been named a finalist for the category of Best Multi-Family Office - up to $2.5 billion. Also, for the second year in a row, Northland’s CEO, Arthur Salzer, is a finalist in the category of Leading Individual (Multi-Family Office). Being a finalist is a major achievement, as Arthur is the only Canadian executive or advisor to have been selected, as the other finalists are the from the major banks, trust companies and family offices from across the United States. Please wish us luck.
In this edition of The Artisan, our feature story is timely, as we cover the benefits and challenges of implementing an Individual Pension Plan as a way to creating a superior savings plan for small and family business owners. Also, to help with the New Year’s resolution of becoming more financially fit, we offer some sage estate planning advice in our article “Don’t let Procrastination be Your Legacy”. We share all of this along with our market insights and more.
Lastly, from everyone at Northland Wealth we wish you and your family a healthy, happy and prosperous 2018!