Toronto-based Canaccord Genuity Group Inc. on Monday announced the addition of MLD Wealth Management Group to its Canadian wealth- management business.
“This development supports the firm’s objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential,” Canaccord says in a news release.
Based in Calgary and formerly affiliated with National Bank Financial, MLD operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals.
MLD offers a comprehensive approach to wealth management via their proprietary “My Wealth Defined” process that integrates investment management, financial planning, tax and estate planning, and insurance, and is complemented by an exclusive private client business.
“We are very pleased to welcome Chad Larson, Curtis Mayert, Sue Derlargo and the talented team of professionals from MLD Wealth Management Group to Canaccord Genuity Wealth Management,” said Stuart Raftus, president of Canaccord Genuity Wealth Management in Canada, in a statement. “With an emphasis on bespoke service, this team brings a strong complement to our independent wealth management platform and we look forward to supporting their continued growth and success.”
Larson, director, wealth management and senior vice president is the lead portfolio manager for MLD. He brings 14 years of experience to his role with a focus on finding unique growth opportunities and trading strategies for the team’s discretionary portfolios.
Mayert, director, wealth management and senior vice president has been in the financial industry since 1987. He works to identify investment opportunities for high-net worth clients through individual stock selection, special situations, income and dividend strategies, and other tax-advantaged investments.
Derlargo, vice president and senior financial planner brings with her more than 15 years of investment and financial planning experience. She works closely with clients to develop a comprehensive financial road map which incorporates all aspects of their unique financial situation including business ownership, tax planning, estate planning, retirement income planning, philanthropy, inter-generational planning, education funding and trusts.
Larson, Mayert and Derlargo join Canaccord with a team of five professionals, who work closely together to ensure exceptional client experiences.
Last month, Canaccord welcomed Vancouver-based Cash Management Group to its Canadian wealth-management division.