Arthur Salzer and then Northland Wealth have been my family’s advisor and my confidant for the past 10 years. My family involves multiple family trusts and many personal accounts for myself, my five children, my brother and his wife. Suffice to say, there is added complexity as many of us live in various countries around the world – Canada, Europe, the United States, the Caribbean and Asia.
My family has found Arthur and his team to be consistent and remarkable in providing top service, investment management and advice on matters unrelated to investments in a wide range of subject matters. Moreover, Arthur has carved out a unique niche in alternative investments with both expertise and access to institutional type investments not normally available to high net worth individuals and families in Canada. This is particularly reassuring in the high volatile market when stability of price and returns is more important than seeking the highest return available. The entire Northland team is not only available but responsive to all our needs, as my adult children are receiving their education in sound investing.
Arthur has dealt with arranging cell phones for my children in university, recommending top notch professionals outside of his expertise and generally being there like a solid rock helping my family weather any storm. Only very recently, Arthur literally came to my rescue, putting me on the path to save my life, when I required a heart specialist to perform a needed procedure on my heart. As the specialist needed was not to be found anywhere near where I resided, Arthur took the initiative by finding doctors who operated within weeks. But for his timely intervention I might have died as I was in a highly dangerous life or death situation!
On other occasions, Arthur has acted as a calming influence within the wider family when there have been disputes involving money that are influenced by personalities, family history, lawyers and trustees. Arthur, being an independent, trusted advisor, with no bias, being entirely objective and having the best interests of us all, has been able to help us in attitude adjustment, to at least see and understand the other side, to always reach an amicable accord. Without these skills, managing wealth in a vacuum, regardless of result, is incomplete. It is these soft skills that are so very important!
On more than one occasion, Arthur and I have had strenuous disagreements on investment approach. These debates were vigorous, healthy, and respectful and we always came to agreement in the end. Like being in a marriage, all is not forever smooth; however, we have thrived over time, the test of a meaningful and lasting relationship.
I am most satisfied with his performance, the returns and his approach to investing having regard to our objectives. As an ol' fox who has been around for almost 4 score, I hope to be with him another 10 plus years as I pass the mantle to the next generation in safe hands.