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Firm Insights - Winter 2016

  • Jan 1, 2016
  • 1 min read

Updated: Mar 17, 2022


“Genetics Loads The Gun” is our feature story in this edition of The Artisan, focusing on the Michael J. Fox Foundation for Parkinson's Research and how to evaluate charities. Next, we interview Franco Lombardo, author of Money Motto: The Path to Authentic Wealth, examining how managing the family’s wealth goes beyond the financial aspects. Given the recent swoon of the Canadian dollar, we delve into currency markets with “A Brief History of the Loonie”. We share all of this along with our market insights and more.

Northland Wealth’s comprehensive view of a family’s wealth being more than just its financial assets, but also the people who make up the family, has garnered significant attention and recognition within the industry. For the second year in a row, Northland Wealth will be travelling in the upcoming months to New York City for two of the most prestigious industry awards events.

These events reward excellence and innovation for firms in the private banking and wealth management industry across North America. We have been shortlisted for the category of Best Multi-Family Office – under $2 Billion at the upcoming Private Asset Management (PAM) Magazine Awards and for the category of Canadian Multi-Family Office at the Family Wealth Report Awards. Of note is our CEO, Arthur Salzer who is a finalist in the category of Leading Individual Multi-Family Office.


This is an achievement in itself, as he is the only Canadian to compete against the heads of the major banks, trust companies and family offices from the United States. Please wish us luck.


 
 

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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