Northland Wealth Management

Welcome to Northland Wealth Management, a premier family office based in the heart of Canada. Since our inception in 2011, we have been dedicated to serving affluent Canadian families, providing them with unparalleled control over their financial legacies. Our headquarters in Oakville, Ontario, and our western office in Calgary, Alberta, are home to a team of professionals who are committed to managing and growing the wealth of the families we serve.

About Us

Northland Wealth Management was founded with a mission to help exceptional families preserve and grow their financial and human capital across generations. We understand the importance of maintaining wealth and ensuring its growth, and we are committed to helping families achieve this goal. Our team provides professional, unbiased advice and education, combined with unfettered access to institutional quality traditional and alternative investment managers.

As a family office, we act as a Fiduciary to the families we serve and adhere to the CFA Code of Ethics. We do not earn any incremental revenue as a result of the advice we give or the solutions we utilize. Our goal is to be aligned with families and serve their individual needs and objectives.

Our Services

At Northland Wealth Management, we offer a wide range of services designed to meet the unique needs of the families we serve. These services include:

• Family Enterprise: We provide expert advice on family enterprise, helping families to manage their businesses and investments in a way that ensures their continued growth and success. We understand the importance of preserving family wealth, and we work closely with families to develop strategies that will help them achieve this goal.

• Investment Strategies: Our team of professionals has a deep understanding of the nuances of managing significant wealth. We offer expert advice on investment strategies, helping families to make informed decisions about how to invest their money. Our goal is to help families grow their wealth in a way that is both strategic and sustainable.

• Financial and Estate Planning: We offer expert advice on financial and estate planning, helping families to plan for the future and ensure that their wealth is passed down to the next generation. Our goal is to help families preserve their wealth and ensure that it is used to benefit future generations.

• Family Governance: We understand the importance of family governance, and we work closely with families to develop strategies that will help them manage their wealth and make decisions about how it is used. Our goal is to help families make informed decisions and ensure that their wealth is managed in a way that is fair and equitable.

• Succession Matters: We provide expert advice on succession matters, helping families to plan for the future and ensure that their wealth is passed down to the next generation. Our goal is to help families make informed decisions about succession and ensure that their wealth is used to benefit future generations.

At Northland Wealth Management, we understand the importance of providing unbiased advice combined with a deep understanding of the nuances of managing significant wealth. We are committed to providing the highest level of service to the families we serve, and we work closely with them to ensure that their wealth is managed in a way that is both strategic and sustainable.

Our Difference

At Northland Wealth Management, we are committed to providing a level of service that is unmatched in the industry. We are a family-owned multi-family office, and we understand the importance of putting the needs of our clients first. We are independent, which means that we are not tied to any particular investment product or strategy. This allows us to provide unbiased advice and education, and to make recommendations that are in the best interests of our clients.

We are also committed to providing a level of reporting and communication that is unmatched in the industry. We believe that transparency is key to building trust and long-lasting relationships, and we provide our clients with regular updates on their investments and financial plans. We also offer a wide range of communication channels, including meetings at home, in the office, or online, and coordination of other advisors.

Family First

At Northland Wealth Management, we believe that family comes first. We understand the importance of preserving family wealth and ensuring that it is passed down to future generations. We work closely with families to develop strategies that will help them achieve this goal, and we are committed to providing the highest level of service and support.

In conclusion, Northland Wealth Management is a premier family office dedicated to serving affluent Canadian families. We offer a wide range of services designed to meet the unique needs of the families we serve, and we are committed to providing unbiased advice combined with a deep understanding of the nuances of managing significant wealth. We believe that transparency is key to building trust and long-lasting relationships, and we are committed to providing the highest level of service and support to the families we serve.