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Firm Insights - Summer 2016

  • Jul 1, 2016
  • 1 min read

Updated: Mar 17, 2022


At the Canadian Wealth Professional Awards (held in Toronto this past June), during one of the acceptance speeches, a younger advisor, who was employed by her parents at a leading investment dealer, made a comment that when clients ask about her experience and abilities, her reply is, “A baby shark is still a shark”.


These comments put a chill through our table and reassured us that the creation of Northland Wealth in June of 2011 was needed to protect families from the “sharks” in the industry who see investors as prey.

The vision and founding premise of Northland Wealth was to provide comprehensive investing advice and financial planning to families, while doing so in a transparent way that is free of compensation conflict such as trailer fees, spreads on bonds and underwriting fees.

Our view and unique approach did not go unnoticed that evening and we were again recognized for being a standout in our industry - Arthur Salzer was awarded Portfolio Manager of the Year.

As Northland Wealth celebrates its 5th Anniversary we wish to thank all our client families for the privilege of being able to serve you.


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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