Business Details
15 Years
experience
Trusted Wealth Management for Affluent Families
Northland Wealth is an independent, family-owned multi-family office dedicated to preserving and growing wealth for affluent Canadian families. Since 2011, we have provided comprehensive financial solutions rooted in unbiased advice and deep expertise in managing significant capital. Our services span family enterprise guidance, investment strategies, estate planning, and multi-generational governance, supported by a team of accredited professionals with decades of experience in portfolio management and financial planning. Headquartered in Oakville, Ontario, with a western office in Calgary, Alberta, we serve families across Canada, Europe, the Caribbean, the United States, and Latin America. Recognized as one of North Americas leading investment advisory firms, we leverage strategic partnerships to offer exclusive access to institutional-grade private equity, venture capital, and real estate managers.Our commitment to transparency, fiduciary responsibility, and client-centric service ensures families maintain control over their financial legacies. We utilize best-in-class reporting tools like Addepar to provide consolidated, real-time insights into portfolios, including off-book investments. With a focus on long-term relationships built on trust, we prioritize personalized communication, global market insights, and tailored benchmarking to meet each familys unique objectives. Our accolades, including multiple Private Asset Management and Family Wealth Report Awards, reflect our dedication to excellence and client satisfaction.
Services
Wealth Management
Investment Management
Estate Planning
Family Governance
Risk Management
Private Equity Access
Portfolio Reporting
Financial Education
Philanthropy Planning
Tax Optimization
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of combined experience in institutional-grade investment management.
- Our exclusive access to private equity and real estate managers exceeds $10 million minimums.
- We provide unbiased, fiduciary-driven advice with no conflicts of interest.
- Our global network includes partnerships with leading pension funds and sovereign wealth managers.
- We utilize Addepar for consolidated, real-time portfolio reporting across all asset classes.
What people say
Award-winning service
Expertise in private investments
Personalized financial governance
Global market insights
Fiduciary transparency
Services
Wealth Management
Our wealth management services focus on preserving and growing intergenerational capital through customized investment strategies. We utilize alternative assets like private equity and real estate, leveraging institutional-grade managers to optimize returns. Our approach combines long-term asset allocation with tactical adjustments to capitalize on market opportunities, ensuring portfolios align with each familys risk tolerance and financial goals.
Estate Planning
Estate planning services ensure tax-efficient wealth transfers while safeguarding family assets. We design structures to minimize liabilities, protect inheritances, and facilitate smooth succession. By integrating legal and tax expertise, we create tailored plans that align with clients philanthropic and familial objectives, ensuring long-term legacy preservation.
Family Governance
Family governance solutions address multi-generational challenges through structured frameworks. We facilitate family meetings, develop constitutions, and provide education to align values and financial objectives. This service fosters cooperation, ensures continuity, and prepares future generations to manage shared wealth responsibly.
Private Equity Access
We grant access to private equity managers typically reserved for institutions, with minimum investments exceeding $10 million. Our due diligence process identifies top-tier opportunities in venture capital, buyouts, and real estate, allowing families to diversify portfolios and capitalize on high-return potential beyond public markets.
Portfolio Reporting
Using Addepar, we deliver consolidated reporting for all assets, including off-book investments. Clients receive real-time insights into performance, risk metrics, and benchmarking against long-term objectives. This transparency ensures informed decision-making and clear visibility into portfolio health across global markets.
People
Arthur Salzer
CEO & Co-CIO
Arthur Salzer is the visionary founder of Northland Wealth, with decades of experience in institutional investment management and family office advisory. He leads strategic initiatives and portfolio management, leveraging his expertise to guide affluent families in preserving generational wealth.
Richard Scarisbrick
Managing Director & CCO
Richard Scarisbrick oversees compliance and serves on Northland Wealths board. With a legal background, he ensures regulatory adherence and operational integrity, bringing extensive governance expertise to support client trust and firm stability.
Jerry Olynuk
SVP & Portfolio Manager
Jerry Olynuk manages the Calgary office and contributes to investment strategy. A CFA charterholder with legal expertise, he specializes in global market analysis and portfolio integration, ensuring clients benefit from diversified, research-driven solutions.
Joseph Abramson
Co-Chief Investment Officer
Joseph Abramson, a CFA charterholder, leads investment strategy with a focus on institutional-grade asset allocation. His experience advising ultra-high-net-worth clients informs Northlands approach to risk management and portfolio optimization.
Jackie Daye
Manager Trading & Portfolio Reporting
Jackie Daye oversees trading operations and portfolio reporting, ensuring accurate, timely execution of investment strategies. With a Bay Street background, she enhances transparency and efficiency in client portfolio management.
Questions
What services does Northland Wealth offer?
We provide family office services, wealth management, investment advisory, estate planning, and private equity access tailored to affluent families.
How does Northland Wealth differ from other firms?
We offer exclusive institutional investment access, fiduciary-driven advice, and personalized reporting via Addepar for consolidated portfolios.
Which regions does Northland Wealth serve?
We serve clients in Canada, Europe, the Caribbean, the United States, and Latin America.
What recognition has Northland Wealth received?
We’ve won multiple Private Asset Management and Family Wealth Report Awards for excellence in family office services.
What investment strategies do you use?
We employ alternative investments, tactical asset allocation, and manager selection aligned with university endowments and pension fund practices.
