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Firm Insights - Spring 2018

  • May 1, 2018
  • 2 min read

Updated: Mar 17, 2022


When Northland Wealth was founded 7 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.

The combination of access to ‘best in class’ investment solutions (regardless of asset class) and the hard work and dedication of everyone who is part of Northland Wealth has not gone unnoticed. It is with great honour we share with you that Northland Wealth was Highly Commended in the Category Best Multi-Family Office (North America) – Under $2B in assets at the 2018 Private Asset Management Awards held in New York City. This event recognizes the best family offices and advisory firms from across North America. This recognition is a testament as we were the only Canadian firm recognized at this event.

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 Safe as Houses, which was published recently in the Financial Post Magazine and which delves into some of the challenges and risks of investing in real estate. To help start your next generation on the road to financial success we provide insight and some great tips in our article Instilling Savings Habits in Children and Young Adults. Lastly, we share some investing best practices though the article Mitigating the Impact of Herd Mentality. You will find these stories, along with our Market Insights and more in this edition of The Artisan.


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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