In this edition of The Artisan, our feature story “Family Offices”, which originally was published this past spring in the Financial Post Magazine, addresses the steps and challenges in creating your own family office to manage wealth. We then travel across the world to India in our article “The Sleeping Elephant Awakens”, and examine how Northland Wealth is researching and doing due diligence on this important market.
From there we compare and contrast Financial Planning versus Investment Planning to better understand how a comprehensive financial plan is the first and key step to maintaining wealth.
Lastly, we share some recent findings on programs regarding municipal taxes for Canadian residents over the age of 65 in our article “Rebates”. We hope you enjoy these along with our regular market insights.