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Wellspent Discovery/Firms/Northlake Wealth
Firm · Canonical record

Northlake Wealth

Toronto-based fee-only firm with a dedicated cross-border practice for Canadians working or retiring in the US.

AUM (fee-only) Fee-only verified Toronto, Ontario, Canada

Firm facts

Founded2011
Advisors12
Scale~CA$820M
HeadquartersToronto, Ontario, Canada
Offices Toronto, Ontario, Canada · Vancouver, British Columbia, Canada
Fee modelAUM (fee-only)

Advisors (2)

Firm specialties

Trust signals & citations

  • IIROC registered — source: IIROC
  • Fee-only (verified) — source: Firm disclosure