FEATURED WINNER
Share
www.northlandwealth.com
https://www.linkedin.com/company/
northland-wealth-management
asalzer@northlandweath.com
416-360-3423
504 - 2010 Winston Park Dr., Oakville ON L6H 5R7
Read on
facebook.com/reza.ghazi
@blackfishfinance
@transalta
Winning the details: Northland Wealth’s tech stack redefines advisor value
From AI-powered fund reporting to mobile-first planning tools, Arthur Salzer’s firm delivers real-world results for advisors and clients alike
Amid a wave of firms touting digital transformation, Arthur Salzer’s Northland Wealth has focused on something far more difficult: building technology that delivers value. Salzer is asking a more practical question: What does that mean for the client and for the team delivering the service?
At Northland Wealth, the emphasis is on practical, well-integrated systems that enhance both client service and internal operations. The firm’s technology is not an add-on. It’s embedded into how the business runs every day.
Every platform used by the firm is cloud-based and mobile-friendly, giving Northland’s portfolio managers the ability to work securely and productively whether they’re at the office, on the road, or meeting a client overseas. “Imagine handling a client’s full portfolio reporting and planning tasks from your phone,” Salzer notes. “That’s not a future promise. That’s our present-day standard.”
That same attention to function drives how Northland handles one of the most difficult corners of modern wealth: private direct investments. Through an AI-powered system, the firm automates the collection of fund documents across jurisdictions and managers—quarterly reports, capital calls, tax files—and houses them securely in one place. For clients and their accountants, the result is a new level of clarity, efficiency, and trust in a space that’s traditionally opaque.
Northland’s broader approach to technology is grounded in a belief that digital tools should support, not supplant, human insight. The integration of Addepar, Practifi, and Plaid, enabling real-time aggregation of financial data across 11,000-plus institutions globally and reporting on brokerage accounts, bank accounts, mortgages, lines of credit, and private holdings. Advisors now have access to granular, daily-fee-based revenue projections, while clients benefit from an intuitive 360-degree view of their financial lives.
The payoff is visible. Last year, Northland grew AUM, improved retention, and reduced operational costs; all while strengthening staff engagement. Routine tasks are automated, workflows are streamlined, and advisors are freed up to focus on what matters most: strategic planning and client conversations.
Northland’s leadership on the conference circuit further reflects its influence. In 2024, Arthur and his senior team spoke at top-tier events across North America, sharing insights on everything from global macro trends, alternative credit, real estate and digital assets. The firm was named a finalist in six categories at the Family Wealth Report Awards and was Highly Commended for 3 awards at the Private Asset Management Awards and earned 3 Excellence Award nods at the Wealth Professional Awards.
This year, Northland Wealth was named the national winner for Most Innovative Use of WealthTech at the Wealth Professional Awards.
For advisors watching the rise of AI, automation, and client-facing tech, Northland offers a different kind of blueprint, where technology doesn’t replace judgment, but amplifies it. As Salzer has shown, the future of wealth management isn’t just about adopting more tools. It’s about building firms where those tools serve a deeper purpose.
@mldwealthmanagementgroup5617
@blackfishfinance
Northland Wealth
WINNER:
Most Innovative Use of WealthTech
Paul Mayer
Executive Vice President,
Investment Sales
Joseph Abramson, CFA, MBA
Co-Chief Investment Officer
Jerry Olynuk, LLB, CFP, CFA
Managing Director & Portfolio Manager
Richard Scarisbrick, J.D.
Managing Director & Chief Compliance Officer
Arthur Salzer, CFA
Founder & CEO
With an over-35-year professional career, Arthur C. Salzer, CFA, one of North America’s leading family office experts, is the Founder & CEO of Northland Wealth.
Wealth Professional Magazine has featured Arthur as the Top-Ranked Advisor in Canada along with twice being recognized in its Hot List as one of Canada’s leading financial executives. He has been awarded Portfolio Manager of the Year and Multi-Service Advisor of the Year, and is a two-time winner of Advisor of the Year – Alternative Investments.
Arthur was farm-raised in southern Ontario before obtaining his economics degree from McMaster University at the age of 20.
Arthur Salzer, CFA
Founder and CEO
Richard Scarisbrick has a 30-year career in compliance. He is Northland’s Chief Compliance Officer (CCO) and a member of the firm’s board of directors.
Richard received a Juris Doctor (J.D.) degree from the University of Toronto’s faculty of law in 2002. He also has a combined honours economics and political science bachelor’s degree from McMaster University.
Richard gained banking risk management and compliance experience as Manager, BASEL Risk Management with the Bank of Montreal and as the CCO & Chief Anti-Money Laundering Officer of the federally regulated Community Trust Company.
Managing Director & Chief Compliance Officer
Richard Scarisbrick, J.D.
Jerry Olynuk oversees the firm’s Calgary office and is a member of the Investment Committee where he focuses on the analysis and integration of global investments in portfolios.
Jerry has an extensive 35-year career, which began in 1990 when he entered the trust industry to apply his legal background to the planning, administration, and ongoing management of complex estate and trust situations.
Jerry holds the professional designations of chartered financial analyst (CFA), certified financial planner (CPF), and trust officer. He is a graduate of the University of Saskatchewan, holding degrees in political science and law.
Managing Director & Portfolio Manager
Jerry Olynuk, LLB, CFP, CFA
Joseph Abramson is a world-class talent whose career spans 30+ years. During that time, he has advised some of Canada’s most prominent UHNW private investors, as well as many of the world’s most sophisticated institutions. His specialties include asset allocation, risk management, and providing unique, cutting-edge, money-making insights into global financial markets.
Joseph was formerly a strategist for BCA Research, the world’s leading provider of global macro strategy research to institutional investors. During his tenure, he co-launched its Global Asset Allocation service, whose prominent clients included OMERS, TD, CDPQ, Goldman Sachs, Fidelity, Barclay’s, Bank of Switzerland, and China Life.
Co-Chief Investment Officer
Joseph Abramson, CFA, MBA
Paul Mayer is the Executive Vice President, Sales, where he leverages over 20 years of sales and marketing experience to drive growth and strategic partnerships. In his role, Paul is responsible for developing and executing business strategies that align with Centurion’s goals, identifying new market opportunities, and fostering relationships with key stakeholders. Paul is a graduate of Queen’s University and holds an MBA from IESE Business School in Spain. He speaks English, French, and German, with an understanding of Spanish.
Executive Vice President, Investment Sales
Paul Mayer