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We thought you might be interested in seeing a copy of the Summer 2017 edition of The Northwood Perspective newsletter.

Northwood Perspective – Summer 2017

The first half of 2017 was an interesting time for us at Northwood. In this quarter’s edition of the Chairman’s message, I discuss the concepts of trusts and my takeaways from a conference I recently attended in Atlanta on Trustees and Beneficiaries.

Barrett Lyons writes a piece on Canada’s decision to sign on to the new Common Reporting Standards (CRS) for OECD countries, Andrew Jeffery covers the mains skills that a family office advisor should have, and Scott Dickenson provides an overview of the recent Bank of Canada rate hike. Finally, Scott Hayman revisits the concept of how a family of wealth should approach the concept of investment risk.

We hope you find our newsletter valuable and, as always, we look forward to your comments and feedback.

Scott Dickenson

Scott Dickenson is a member of Northwood's client development and client service teams. In his client development role, he is responsible for strategy, communication, education and new client growth. In his client service role, he works with Northwood’s client families in the areas of financial planning, investment management and taxation. Scott is a Chartered Financial Analyst (CFA) charterholder and a member of the Toronto CFA Society. He holds a Masters of Business Administration (MBA) from the Rotman School of Management at the University of Toronto, and an Honours Bachelor of Commerce (BCom) from the Smith School of Business at Queen’s University.

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