Celebrating our 1st Anniversary as a Family Office
Updated: Sep 3
In June, Northland Wealth Management celebrated its first anniversary as a family office.
Although much of our team has worked together for the past decade, we would not be enjoying this event without the support of you - our valued clients.
While the past few years have presented many challenges we view these as opportunities to not sit on our laurels and continue to work to find innovative solutions to improve not only your portfolio returns, but also to increase the quantity and value of the professional services we offer. We believe by focusing on these two critical areas that not only will our current clientele be more successful in achieving their goals and objectives, but that the marketplace will appreciate the difference in working with Northland Wealth Management and that we will be able to help a greater number of individuals and families, not only across Canada but around the world. Northland Wealth was built to serve our clients’ individual needs and objectives.
We promised ourselves to never lose sight of who we are working for - you, the client. Above all, we never lose sight of the fact that our clients are actual people. We realize that the quality of our advice has a direct bearing on our clients and their family’s lives.
We strive to communicate in an open and candid fashion through our regular meetings with you along with our industry acclaimed newsletter - The Artisan. Our website is updated continually so we can share with you our professionals’ thoughts when they are featured on the Business News Network or print media such as Bloomberg, Reuters and the Financial Post.
Northland Wealth was built to be aligned with our clients’ best interests. To us, it means operating to ensure the client interests are always placed first and foremost. Whether that means suggesting a client pays down debt instead of increasing his assets managed by our firm, or we employ an investment that is managed by an external manager to improve the risk vs. return characteristics of a client’s portfolio - we strive at all times to act in the best interests of our clients.
As a firm, we are passionate in our commitment to serving you our client not just today, but far into the future. We are grateful for your trust and support as well as the valued relationships that have been formed over the past years.
Thank you from all of us at Northland Wealth.
Founder & CEO, Northland Wealth Management