Principal, Family Office Advisory

Employment type:

The Company

Northwood  Family Office is an independent, privately-owned boutique family office  which provides comprehensive Net Worth Management™ to wealthy Canadian and global families. Northwood clients have significant family net worth, typically in the $10 - $500 million range. The firm acts as a Personal CFO or Chief Advisor to client families using a dedicated team of professionals who oversee and manage their complete financial affairs. Northwood Family Office is Canada’s leading independent multi-family office and has consistently been ranked the ‘#1 family office in Canada’ in the Euromoney Global Private Banking survey. For more information, see our website at

The Position

Northwood Family Office is currently seeking a Principal to expand the firm’s client management team.  There are two components to the role:

  1. Client management – assist the client management team with analysis and projects as required.
  2. Investment and Tax planning– contributing to the firm’s proficiency in investment research and tax planning including development and/or review of client strategies, as well as other related projects.


Description of the Role

The individual will be primarily responsible for the following:


Skills and Experience

The role is ideally suited for a CFA, or CPA, CA with 10 years of post-qualification experience who is looking to advance their career in the wealth management industry, rounding out their existing skills with additional complimentary knowledge. The successful candidate will possess the following skills and experience:


Salary and bonus will be dependent on the skill set, experience and perceived potential of the candidate.


We thank all applicants in advance for their interest, however, only those selected for an interview will be contacted. Please forward resume and cover letter to the attention of Cathy Logue at

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