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Firm Insights - Q1 2015

  • Jan 1, 2015
  • 2 min read

Updated: Jul 9, 2024

View of Central Park, New York City in the winter

To begin the New Year, Northland Wealth Management would like to share some recognition for high achievement that our firm has received from our peers. We have recently been featured

as one of the top Outstanding Independent Offices in Canada by Wealth Professional Magazine.


Family Wealth Report Awards 2015 - logo

We are the first Canadian wealth management firm to be selected as a finalist in three categories: Best Client Service for a Multi-Family Office with Assets Under $2.5 Billion; Best Newcomer – Private Wealth Manager; and Best Registered Investment Advisor for High Net-Worth Advisory; for the prestigious annual Private Asset Management Magazine Awards. Lastly, we have been named as a finalist for the highly coveted Family Wealth Report 2015 Awards in the category of Best Non-Bank Canadian Wealth Manager - against the 225 year old institution BNY Mellon. These awards are held annually in New York City.

In our recommended reading section we delve into two non-fiction titles: Total Recall: My Unbelievably True Story by Arnold Schwarzenegger and Kon-Tiki, that deal with using one’s intuition to see what could be possible and then to overcome hurdles and challenges by attempting, and then succeeding in, something that has not been tried before.


This ties into our discussions surrounding Impact Investing, whereby a new breed of investor has the foresight and determination to show that investments can be made for the betterment of society while at the same time making a profit. Also in the article Unmasking Pooled Funds we discuss the merits of using pooled funds to access sought-after alternative asset managers and opportunities.

We hope you enjoy this winter edition of The Artisan and we wish you and your family a health, happy and prosperous 2015!

Important Disclosure: Northland Wealth Management Inc. is registered with the Ontario Securities Commission as a Portfolio Manager.

This article is provided for general informational and educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information contained herein is based on sources believed to be reliable as of the date of publication, but its accuracy or completeness is not guaranteed. Past performance is not indicative of future results. Any discussion of specific asset classes, investment strategies, or market conditions is general in nature and may not be suitable for your particular circumstances. Investment decisions should be made in consultation with a qualified advisor who understands your specific financial situation, objectives, and risk tolerance. Nothing in this article should be construed as a public offering of securities. Northland Wealth Management Inc. and its employees may hold positions in securities or asset classes discussed in this article.

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