Summer 2018 Preface
Updated: May 3
At the Canadian Wealth Professional Awards held in Toronto this past June, during one of the acceptance speeches, a mature advisor, who works with a leading investment dealer, made a comment that she is “proud of her family of sharks” who work with her in the business. These comments put a chill through our table and reassured us that the creation of Northland Wealth in June of 2011 was needed to protect families from the “sharks” in the industry who see investors as prey.
The vision and founding premise of Northland Wealth is to provide comprehensive investing advice and financial planning to families, while doing so in a transparent way, which is free of compensation conflict such as trailer fees, commissions and underwriting fees.
Our view and unique approach did not go unnoticed that evening and we were again recognized for being a standout in our industry - Northland Wealth was awarded Advisor of the Year (Alternative Investments). This distinct achievement is due to Northland’s extensive and proprietary network of institutional quality alternative asset managers and opportunities that are unmatched by the Canadian banks and investment dealers.
As Northland Wealth celebrates its 7th Anniversary we wish to thank all our client families for the privilege of being able to serve you.