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The Northwood Reading List

As you might imagine, we do a substantial amount of reading in our work of managing the financial and personal affairs of families of wealth. This includes quarterly investment letters, political think pieces, global trends and, of course, topics in…

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Guide to U.S. Estate Taxes for Canadians

  • November 27, 2015
  • Taxes

“Death and taxes – two sure things in life. Did you know that even if you’re resident in Canada when you die, if you own property in the U.S. you may be subject to U.S. estate tax?” Perhaps you have…

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A Deeper Dive into Asset Allocation

Today’s investment environment, characterized by low interest rates and historically higher asset valuations, presents a challenge for investors, particularly those faced with the task of balancing their needs to generate income and growth, with managing risk to protect their capital.…

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The Cottage Discussion

Cottage season is here and those of us that count ourselves among the lucky number of families who enjoy summer days out of the city will be on our way to our favourite “side”: lakeside, oceanside, mountainside or countryside. At…

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