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The Northwood Perspective

Looking back to the Fall 2015 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.

Articles in this issue:

Chairman’s Message: Managing Risk

At Northwood, we are always thinking about risk (especially in the midst of volatility) and how to take a level-headed approach to guiding our client families through times of uncertainty…

The Return of Volatility

Over the past month, global equities have been on a roller coaster as market uncertainty spawned a decline in valuations along with significant price volatility…

Back to School – Time to Review Your Family’s Education Funding

The registered education savings plan (‘RESP’) is a government program established to help families save for their children’s post-secondary education. We administer a number of these for our clients, and they are a great program for helping families dedicate capital for an important value – education…

The Rules are Changing for Some Common Estate Planning Strategies

A number of legislative changes are coming into effect that will significantly alter the tax and administrative treatment of a number of commonly used estate planning strategies. Is your will up to date?…

Read the Fall 2015 Issue

Tom McCullough

Tom McCullough is Chairman and CEO of Northwood Family Office, which looks after the investments and integrated financial affairs of wealthy families with $10 million or more. He teaches ‘The Management of Private Wealth’ in the MBA program at the University of Toronto’s Rotman School of Management, and is also co-author of the books, Family Wealth Management and Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask.

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