Northlake Wealth Management
The genesis of Northlake dates all the way back to the winter of 2005. Jason and Omar were two strangers living next door to each other in Windsor, Ontario. They thought it would be an adventure and lifetime experience to ride their bicycles through the Canadian Rockies. With little training and no history of long-distance cycling, they booked their flights for the spring. The 1,095 kilometer journey from Calgary to Vancouver spanned 11 days and tested both their physical and mental strength. It was the ultimate bonding experience for two relatively new friends.
In the years following that epic trip, they continued to run parallel banking careers at different financial institutions -- all with the dream of one day combining their efforts. In 2007-08 they returned to Toronto, Omar eventually landing at TD and Jason at the Bank of Montreal. There was always chatter about working together in a professional capacity. In the meantime, they put their heads down and continued to build their respective businesses independently. After a decade of continued dialogue, some luck, and good timing – Omar and Jason decided to finally take action.
On Labour Day weekend 2018, Jason uprooted his practice from BMO Nesbitt Burns and began the transition process to TD Wealth. They formed their team and Northlake Wealth Management was born.
On Labour Day weekend 2018, Jason uprooted his practice from BMO Nesbitt Burns and began the transition process to TD Wealth. They formed their team and Northlake Wealth Management was born.
Northlake Wealth Management was designed as a planning-led wealth management operation. Certified Financial Planners (CFP®s) using their skillset to help clients achieve what matters most. Doing work that you love, and excel in, was a simple and novel approach. This formula proved to be successful and desirable to us.
In the fall of 2021, another opportunity presented itself. Charles had reached out to Jason as he was considering making a change. Charles and Jason worked on the same Financial Planning team at BMO from 2010-2013. They shared similar values, appreciated deep client relationships, and quickly rose to the top of their respective teams. They forged a great relationship over the years but it was cut short when Jason transitioned to Nesbitt and Charles left for MD Management. Charles built a successful practice at MD Management over the next nine years but couldn't imagine himself a sole practitioner for the years ahead. So in late 2021, Jason and Charles reunited and discussed the benefits of a team and their culture at Northlake Wealth Management. Over the winter, they met along with Omar, and learned more about their shared investment philosophy and began to envision a career together. The more they spoke, the more they realized the synergies in their collective approach. By September 2022, Northlake Wealth Management's expansion finally materialized.
As Omar, Jason and Charles work together they see the benefits of the team approach every single day. Their skills complement each other, and the team offers clients a more complete level of service. Together, they have established a truly holistic wealth management offering – one built on well thought-out ideas, a highly disciplined investment philosophy, and a family-office approach to client service. With the team in place, the aim is to create a culture that leverages the diverse skillsets of every team member and showcases best ideas. With clear objectives, the team is well-equipped to help solve challenges that wealthy Canadians face and follow through on commitments. They believe this is their competitive advantage and a winning design for success.
As Omar, Jason and Charles work together they see the benefits of the team approach every single day. Their skills complement each other, and the team offers clients a more complete level of service. Together, they have established a truly holistic wealth management offering – one built on well thought-out ideas, a highly disciplined investment philosophy, and a family-office approach to client service. With the team in place, the aim is to create a culture that leverages the diverse skillsets of every team member and showcases best ideas. With clear objectives, the team is well-equipped to help solve challenges that wealthy Canadians face and follow through on commitments. They believe this is their competitive advantage and a winning design for success.
More recently another Senior Investment Advisor within TD Wealth Private Investment Advice, Brad Hayes, approached Omar and Jason with the idea of teaming. They had met in 2019, and a friendship formed during the six-month TD Practice Management Program. Brad liked the idea of joining a turnkey holistic advisory practice, where he could slowly begin his succession plan – while knowing his clients would eventually be in great hands. Brad's investment philosophy, client service model, and core approach to wealth management was strikingly similar to that of Omar, Jason and Charles. All parties recognized it was a great fit and formalized the teaming in December 2023.
As Omar, Jason, Charles and Brad work together they see the benefits of the team approach every single day. Their skills complement each other, and the team offers clients a more complete level of service. Together, they have established a truly holistic wealth management offering – one built on well thought-out ideas, a highly disciplined investment philosophy, and a family-office approach to client service. With the team in place, the aim is to create a culture that leverages the diverse skillsets of every team member and showcases best ideas. With clear objectives, the team is well-equipped to help solve challenges that wealthy Canadians face and follow through on commitments. They believe this is their competitive advantage and a winning design for success.
As Omar, Jason, Charles and Brad work together they see the benefits of the team approach every single day. Their skills complement each other, and the team offers clients a more complete level of service. Together, they have established a truly holistic wealth management offering – one built on well thought-out ideas, a highly disciplined investment philosophy, and a family-office approach to client service. With the team in place, the aim is to create a culture that leverages the diverse skillsets of every team member and showcases best ideas. With clear objectives, the team is well-equipped to help solve challenges that wealthy Canadians face and follow through on commitments. They believe this is their competitive advantage and a winning design for success.
