We are proud to be affiliated with a number of high quality organizations, either as a firm or through one or more of our professional staff. These associations help us build our knowledge, stay current on recent technical and industry developments, and build important networks of professional advisors, on behalf of our clients.
Wigmore is an innovative collaboration of eight leading family offices from across North America, Latin America, Europe, and Australasia. The group is composed of the Chief Investment Officers of each of the family offices and shares investment manager research, global investment perspectives and best practices for serving wealthy families. The group meets on a semi-annual basis around the globe.
Northwood is a founding member of the Wigmore Association
The ICAO is the regulatory body of Ontario’s Chartered Accountants. It protects the public interest through the CA profession’s high standards of qualification and the enforcement of its rules of professional conduct.
Scott Hayman, Barrett Lyons and Andrew Jeffery are members of the ICAO.
Toronto CFA Society is a not-for-profit organization supporting professional development and advancement of CFA® charterholders.
Eric Weir and Dan Solomon are members of the Toronto CFA Society.
FPSC is a not-for-profit standards-setting and certification body that develops, promotes and enforces professional standards in financial planning through CERTIFIED FINANCIAL PLANNER® (CFP®) certification — the gold standard for financial planning in Canada. FPSC’s purpose is to instill confidence in the financial planning profession.
Scott Hayman, Eric Weir, Barrett Lyons and Dan Solomon are all CFP practitioners.
STEP is the leading international organization for trust and estate professionals. Members hold the internationally recognized Trust and Estate Practitioner (TEP) designation.
Scott Hayman is a member of STEP Canada.
The Rotman School of Management is the business school of the University of Toronto, Canada’s leading research and teaching university.
Tom McCullough is an adjunct professor and Scott Hayman is a guest lecturer at Rotman.
The Richard Ivey School of Business at Western University one of the leading business schools in Canada and internationally.
Tom McCullough is an Entrepreneur-in-Residence at Ivey.
The Journal of Wealth Management is a quarterly journal that provides original research and practical analysis on the preservation and growth of the assets of high-net-worth investors and family offices.
Tom McCullough is a member of the JWM Editorial Board.
The Family Firm Institute is the global resource for education, and professional development of the family business and family wealth fields.
Tom McCullough is a member of FFI.