FEATURED WINNER

Northland Wealth

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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Winner: Most Innovative Use of WealthTech

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

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facebook.com/reza.ghazi

@blackfishfinance

1188 Whakue St, Rotorua Central, Rotorua

@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.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

@mldwealthmanagementgroup5617

@blackfishfinance

Centurion manages a diverse portfolio of multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. This includes 160 properties: 134 multi-residential apartments, 16 student communities, and 10 medical offices, totaling 22,314 rental units. Centurion aims to provide investors with alternative investment solutions focusing on capital protection, regular cash flow, risk-adjusted returns, low volatility, diversification, and tax efficiencies. They strive to be a leading, reputable multi-disciplinary asset manager, capitalizing on new investment opportunities, embracing change, and driving continual improvements. Their core values of respect, integrity, simplicity, and excellence drive their mission. Investment/Financing Solutions: REIT: The Centurion Apartment Real Estate Investment Trust (REIT) invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. The REIT focuses on areas with historically low vacancy rates, growing population demographics, addressing the growing need for housing and supporting the development of communities. CFiT: Centurion Financial Trust (CFiT) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments, including mortgages, opportunistic real estate developments, and corporate debt. Mortgage: Centurion Asset Management Inc. is also a licensed mortgage broker (#12372) acting primarily on behalf of Centurion Apartment REIT. The team specializes in construction and term financing for multi-residential apartments, student housing, condominiums, and other traditional forms of real estate. They provide first and second mortgages, subordinate mezzanine, participating debt, and equity financing. Additionally, they fund development, bridge, and acquisition opportunities. Property Management: Centurion is a leading provider of quality multi-residential apartments and student communities in Canada and the United States. The goal has always been to provide residents and their families with clean, safe, and comfortable homes. The company enhances residents' living experiences by proactively attending to their needs and constantly seeking ways to elevate their rental experience. Corporate Responsibility: Centurion is committed to corporate social responsibility (CSR) and sustainable investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment processes, ensuring that its investments contribute positively to society and the environment. Centurion supports various community initiatives and philanthropic efforts, reflecting its dedication to making a meaningful impact beyond financial markets. Leadership Team: The success of Centurion is driven by its experienced and visionary leadership team. The firm’s executives bring a wealth of knowledge and expertise from diverse backgrounds in finance, real estate, and investment management. Their collective experience and strategic insight guide the firm’s operations, driving growth and innovation. Client-Centric Approach: At Centurion, clients are at the heart of everything they do. The firm prioritizes building long-term relationships based on trust, transparency, and mutual respect. By understanding clients’ unique needs and objectives, Centurion delivers tailored solutions that help clients navigate complex financial landscapes and achieve their goals. Consistent Returns: Since inception, Centurion has offered investors positive annualized returns, making it a reliable choice for those seeking dependable investment opportunities.

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

Stephanie Wolfe

Executive Vice President, Head of Marketing

Rohit Mehta

President and CEO

Lucian Ionescu

Chief Operating Officer, Property Operations

Stephen Stewart

Executive Vice President, Mortgage Investments and Joint Ventures

Leadership

Executive Vice President, Investment Sales

Paul Mayer

Mr. Stewart has over 25 years of experience in various roles in the financial services and investment industries. Most recently Mr. Stewart spent 5 years as the Chief Financial Officer of ING Bank of Canada (ING Direct), where he oversaw all aspects of finance, accounting and risk management as well as chairing the bank’s credit committee, several management committees and serving as a director of two regulated mutual fund subsidiaries. Prior to his appointment as CFO, he served as Chief Lending Officer where he oversaw the company’s commercial and retail lending departments and a mortgage book of over $20 billion. Before joining ING, Mr. Stewart was with Hudson Advisors, a private equity firm specializing in real estate debt investments and structured finance, and previously held a variety of progressive lending roles including real estate and construction financing roles with National Bank and North American Trust. He began his career with PWC. Mr. Stewart was a Director and Chair of the Audit Committee of Plan International. Mr. Stewart is a Chartered Accountant with a double major in management and economics from the University of Guelph.

Executive Vice President, Mortgage Investments and Joint Ventures

Stephen Stewart

Lucian Ionescu has over two decades of experience in real estate management and currently serves as the Chief Operating Officer, Property Operations at Centurion Asset Management. He oversees the daily operations and strategic direction of property management, ensuring the efficient and effective management of properties, optimizing operational processes, and enhancing tenant satisfaction. Lucian holds a property management certification and a double major in mathematics and information technology from the University of Sibiu, Romania.

Chief Operating Officer, Property Operations

Lucian Ionescu

Stephanie Wolfe is the Executive Vice President, Head of Marketing for Global X Investments Canada. Stephanie oversees the marketing and communications activities for the organization. She brings more than two decades of experience driving growth and innovation in the financial services sector with both advisors and investors. Previously, she was the Head of Canada Marketing at BlackRock and, most recently, served as Strategic Advisor, Women’s Segment for BMO Private Wealth. Stephanie graduated with a BA from the University of Waterloo and holds a master’s certificate in marketing from Schulich School of Business, York University.

Executive Vice President, Head of Marketing

Stephanie Wolfe

Rohit Mehta is President and Chief Executive Officer (CEO) of Global X Investments Canada Inc., a wholly owned subsidiary of Mirae Asset Global Investments Group, where he leads the overarching strategy and affairs of the firm. As one of Canada’s most trusted investment providers, Global X is committed to empowering Canadians to achieve their investment goals with the innovative ETF solutions needed for modern portfolios.

President and CEO

Rohit Mehta

Stephanie Wolfe

Executive Vice President, Head of Marketing

Rohit Mehta

President and CEO

Lucian Ionescu

Chief Operating Officer, Property Operations

Stephen Stewart

Executive Vice President, Mortgage Investments and Joint Ventures

Leadership

Executive Vice President, Investment Sales

Paul Mayer

Recently Mr. Stewart spent 5 years as the Chief Financial Officer of ING Bank of Canada (ING Direct), where he oversaw all aspects of finance, accounting and risk management as well as chairing the bank’s credit committee, several management committees and serving as a director of two regulated mutual fund subsidiaries. Prior to his appointment as CFO, he served as Chief Lending Officer where he oversaw the company’s commercial and retail lending departments and a mortgage book of over $20 billion. Before joining ING, Mr. Stewart was with Hudson Advisors, a private equity firm specializing in real estate debt investments and structured finance, and previously held a variety of progressive lending roles including real estate and construction financing roles with National Bank and North American Trust. He began his career with PWC. Mr. Stewart was a Director and Chair of the Audit Committee of Plan International. Mr. Stewart is a Chartered Accountant with a double major in management and economics from the University of Guelph.

Executive Vice President, Mortgage Investments and Joint Ventures

Stephen Stewart

Chief Operating Officer, Property Operations

Lucian Ionescu

Executive Vice President, Head of Marketing

Stephanie Wolfe

President & CEO

Rohit Mehta