Northland Wealth Management

Overview

Northland Wealth Management says it was founded in 2011 to help families grow financial and human capital across generations. The firm describes itself as family owned and operated, acting as a fiduciary and following the CFA Code of Ethics.¹

The Ontario Securities Commission lists Northland Wealth Management Inc. as a registered Portfolio Manager under NRD number 37060 in its registrant list dated August 16, 2025.²

History

Northland was founded in 2011 with a focus on multigenerational family wealth and development.¹

Timeline

1. 2011Northland Wealth Management says it was founded in 2011 to help families grow financial and human capital across generations.
2. 2025as a registered Portfolio Manager under NRD number 37060 in its registrant list dated August 16, 2025.

Leadership

The leadership team includes Arthur Salzer, CFA, CEO and Co-CIO; Richard Scarisbrick, JD, Managing Director and Chief Compliance Officer; Jerry Olynuk, CFA, JD, CFP, Managing Director and Portfolio Manager; and Joseph Abramson, CFA, MBA, Co-Chief Investment Officer.³

Northland reports that its professionals average more than 30 years of experience across portfolio management, investment research, financial planning, family governance, and education.³

Services

Northland provides wealth management services that include cash-flow analysis, retirement projections, estate and tax-efficient wealth-transfer planning, insurance planning, family philanthropy, governance, and next-generation education.⁴

Its investment management work includes customized portfolios, strategic and tactical asset allocation, manager and security selection, and access to public and private-market strategies.⁴

The firm lists alternative investments including hedge funds, infrastructure, real estate, private equity, private credit, venture capital, commodities, and precious metals.⁵

Northland uses Addepar for consolidated reporting across public, private, and held-away assets, along with portfolio analytics, benchmarking, and secure portal access.⁵

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

The firm typically serves selected families, individuals, and institutions with investment capital above $10 million or net worth above $20 million.⁶

Client services include discretionary or non-discretionary mandates, family relationship management, financial planning, advisor coordination, and family governance support.⁶

Approach

Northland’s family-owned and operated structure, fiduciary role, and stated adherence to the CFA Code of Ethics shape its approach to client relationships and investment management.¹

Assets and Minimums

Northland states that it generally works with clients who have investment capital above $10 million or net worth above $20 million.⁶

FAQs

Related resources

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• DataMFOs by decade founded

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Sources

1. Northland Wealth Management overview
2. Ontario Securities Commission registrant list
3. Northland Wealth Management leadership
4. Northland family office services
5. Northland family office difference
6. Northland client profiles

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.