Winter 2007 - From the Archive

Looking back to the Winter 2007 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Getting Organized

One of the reasons clients come to us is to help them get their financial affairs organized. Since a family’s financial affairs tend to overlap and intertwine  with  numerous aspects of their lives, making sure a comprehensive plan is in place can be quite beneficial…

Northwood Ranked #1 Independent Family Office in Canada

Northwood has been ranked as the best independent Family Office in Canada in  Euromoney magazine’s annual global private banking survey…

A Lasting Legacy: The Importance of Updating Your Estate Plan

In our busy lives, it’s easy to put off updating and reviewing our estate plans. But the  time we take to make sure our wishes are properly documented could be one of the best gifts we leave to our family and friends…

Managing Managers

Many successful families tell us that their current portfolio of investments is a  collection of random individual investments, funds, and products, bought through  multiple advisors over the years, with little ongoing oversight and no identifiable strategy guiding the investment decisions and makeup of the ultimate portfolio…

Income Trusts: Our Two Cents

The announcement last Fall by Minister of Finance Jim Flaherty regarding proposed changes to taxes on income trusts will permanently change Canadian capital markets…

‍Read the Winter 2007 Issue