With our headquarters in Oakville, Ontario along with our office in Calgary, Alberta, we serve some of Canada's most successful families. Our global, open-architecture model provides our client families industry leading access to 'best-in-class' institutional-quality traditional and alternative investment opportunities.
Recognized as leaders amongst North America's best investment advisory firms, we specialize in family enterprise and provide advice which focuses on investing, financial, estate planning, family governance and succession issues. Northland was founded with the mission of helping families with significant wealth prevent the adage of "shirtsleeves-to-shirtsleeves in three generations".
Recognized as leaders amongst North America's best investment advisory firms, we specialize in family enterprise and provide advice which focuses on investing, financial, estate planning, family governance and succession issues. Northland was founded with the mission of helping families with significant wealth prevent the adage of "shirtsleeves-to-shirtsleeves in three generations".
Services
The firm is comprised of a team of accredited professionals who have worked at some of the worlds' largest financial institutions. With an average of more than 20 years of experience in areas such as investing, financial planning, family governance and education, we have the knowledge and expertise to guide your family through life's challenges.
Northland Wealth Management was founded in 2011 with the mission to go above and beyond for the families we serve. This meant advising families on how to not just maintain, but to grow their financial and human capital over generations. Our goal was to help families prevent the adage of "shirtsleeves-to-shirtsleeves in three generations".
Detailed cash flow, income, asset and liability analysis based on key personal and actuarial assumptions. Retirement scenario projections and required rate of return analysis after tax and inflation. Consolidation of net worth and income statements along with analysis of key debt and cash flow ratios.
With Northland's breadth of investment access, the depth of our expertise and our commitment to serving families, we have become the trusted advisor for families coast-to-coast across Canada, Europe, the Caribbean, the United States and Latin America. We are honoured to be one of the world's top family offices and receive recognition from prestigious national and international publications.
Family Office Services which consist of comprehensive advice and guidance along with investment and planning solutions from around the world exclusively tailored to your needs and those of your family. At Northland Wealth we provide our client families with extraordinary access to 'world class' investment opportunities through our open-architecture platform.
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Joseph Abramson
Jul 13, 2021
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Charlie Poretti
Dec 18, 2019
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Bryce Walker
Nov 23, 2017
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Northland Wealth Management
Oct 16, 2016
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Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm founded in 2011. Through its industry leading open-architecture platform, Northland Wealth provides our clients access to institutional quality traditional and alternative investment opportunities. The firm is comprised of a team of accredited professionals with an average of 25 years’ experience, who are dedicated to providing objective and comprehensive advice with a focus on financial and estate planning, family governance, closely held business and succession issues.
