Winter 2020 - Preface
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 sixth year in a row, members of Northland Wealth will be travelling to New York City to compete in two of North America’s most prestigious industry award events.
We are honoured to share the news that Northland Wealth has been shortlisted for the
categories of Best Multi-Family Office – under $2B, Best Family Office – Due Diligence
Process, and Best Family Office Long-Term Investment Philosophy, at the upcoming
Private Asset Management (PAM) Awards. In addition, at the Family Wealth Report (FWR)
Awards, Northland Wealth has again been shortlisted for the category of Best Multi-Family
Office - up to $2.5 billion.
This recognition for Northland Wealth is a testament to the dedication of the significant
resources applied to finding and accessing some of the world’s leading managers and investment opportunities for the families we serve. Please wish us luck.
In this edition of The Artisan, our feature story is entitled “Date: To Be Determined” in which
we look at how uncertainty of life expectancy for all of us affects financial planning. Next, we
educate our readers about some of the challenges for investors when they deal with the financial industry in the article “Are You Dealing With A Salesperson?” 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 new decade!