Spring 2019 - Preface
When Northland Wealth was founded 8 years ago, it was with the mission of providing independent, unbiased advice combined with the overriding mandate of protecting and carefully growing each family’s wealth over generations to come. We knew Canadian families deserved more than what was and is available in Canada through the banks, brokerages and insurance companies.
We are humbled that at the two leading private wealth awards events in North America, Northland Wealth was recognized with the highest honours. At the 2019 Family Wealth Report Awards Northland Wealth was named Best Multi-Family Office (North America) – Under $2.5 Billion in assets advised and was recognized as Highly Commended in the category of Best Multi-Family Office (North America) – Client Service – Under $2 Billion at the 2019 Private Asset Management Awards.
As the only Canadian firm to have ever been recognized at these events in the United States, it is a testament to Northland Wealth’s focus on going above and beyond for the families we serve. From all of us at Northland Wealth, we wish to thank you and your family for placing your trust in us to advise, educate and support your family through some of life’s most difficult challenges.
Our feature story is entitled “A Principled Investor”, which was published recently in the Financial Post Magazine and delves into some of the many challenges with bank and dealer created investment products. We then travel to Mexico as we share a story of how Northland Wealth helped a client build a condominium complex, in the article “Bella Vista”. From there we cover the Society of Trust & Estate Practitioners and how a professional with the TEP designation can help your family in the story “STEP”. Lastly, in “The Downside of the Dow”, we examine how different market indexes are constructed. These stories, along with our Market Insights and more are in this edition of The Artisan.