Toronto, Ontario, Canada
Advising ultra-high-net-worth families, entrepreneurs, and foundations on integrated wealth management, investment strategy, wealth planning, philanthropy, governance, and legacy planning. Corient’s Canadian business builds on the foundation established by Northwood Family Office, which joined Corient in 2026. https://corient.com/ca/en
http://www.northwoodfamilyoffice.com/ Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey.
- Worked in equity research, fixed income strategy and FX corporate sales. - Assisted research analysts with publishing quarterly earnings reports and in-depth thematic pieces on Canadian companies.
- Assisted in firm’s growth by identifying new market penetration opportunities through conducting extensive market research and client prospecting. - Became first trader in company’s history to successfully conduct dairy business in the Korean market.
- Independently developed a book of business of suppliers and customers in the dairy commodity trading industry. - Travelled to India in the summer of 2011 to resolve a trade dispute with a New Delhi based client; Conducted negotiations with senior executives in India and worked with them to find a mutually agreeable solution.