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David Cockfield
Managing Director And Portfolio Manager at Northland Wealth Management
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Work Experience
Managing Director And Portfolio Manager
Jul 2011 - Present · 13 years and 5 months
Senior Vice-President And Portfolio Manager
Jun 2009 - Jun 2011 · 2 years
leon frazer & associates
Senior Vice-President
Sep 1999 - May 2009 · 9 years and 8 months
Company Details
Northland is a multi-award winning, independent Canadian family office founded in 2011. Our global, open-architecture model provides our client families industry leading access to 'best-in-class' institutional-quality traditional and alternative investment opportunities. Recognized as leaders amongst North America's best investment advisory firms, we specialize in family enterprise and provide advice which focuses on investing, financial, estate planning, family governance and succession issues. Northland was founded with the mission of helping families with significant wealth prevent the adage of "shirtsleeves-to-shirtsleeves in three generations". Families place their trust in Northland to not just maintain, but to grow their financial and human capital over generations. We do this by going above and beyond for the families we serve.
Year Founded
2011
Social Media
Linkedin
Industry
Investment Advice, Investment companies (trusts), Financial and insurance services, Business Services, Portfolio management, unit trusts, Unit trust management companies, Holding companies and groups of companies, Holding companies, financial
HQ Location
2010 Winston Park Dr Suite 504 Oakville, Ontario L6H 5R7, CA
Keywords
Financial PlanningFamily OfficeOutsourced Chief Investment OfficerAlternative InvestmentsPrivate EquityPrivate Real EstateHedge FundsFamily GovernancePrivate DebtPortfolio Management
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