Financial Post Magazine Features Northland Insights into Family Offices

Nov 7, 2018
1 min read

Updated: Jan 4

In this edition of The Artisan, our feature story Family Offices, which originally was published this past spring in the Financial Post Magazine, addresses the steps and challenges in creating your own family office to manage wealth. We then travel across the world to India in our article The Sleeping Elephant Awakens, and examine how Northland Wealth is researching and doing due diligence on this important market.

From there we compare and contrast Financial Planning versus Investment Planning to better understand how a comprehensive financial plan is the first and key step to maintaining wealth.

Lastly, we share some recent findings on programs regarding municipal taxes for Canadian residents over the age of 65 in our article “Rebates”. We hope you enjoy these along with our regular market insights.

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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.