Top 50 Wealth Management Advisors rankings released by Wealth Professional Magazine.
CALGARY, AB, January 30, 2020 /24-7PressRelease/ — Announcement: Chad Larson of MLD Wealth Management Group is recognized as one of Canada’s top 50 Advisors by Wealth Professional Magazine.
The number-one advisor on the 2018 Top 50 Advisors list, Chad Larson has once again cracked the top five in 2020. Making the top of the list was a moment he’ll never forget.
“The continued recognition by industry of me as one of the top advisors in Canada is a testament to the people, process and philosophy that my partners and stakeholders within MLD Wealth bring together for our valued client families. I am honoured to be recognized once again by Wealth Professional Magazine.”
He had another solid year in 2019, growing his AUM by 12% to $725 million. Larson, who says he got into the industry because he saw an opportunity to help people, is now focused on continuing to grow his practice.
“The goal would be to expand MLD Wealth’s offering with a physical presence outside of our core market – to open an office in Vancouver and Toronto,” he says.
While Larson’s numbers are a clear indicator of his success, it’s the responses from his clients that he truly values. “The inbound feedback and comments from our client families make me proud,” he says. “I received a letter from a family this year that put a large lump in my throat when they told me how we had changed their lives and given them such clarity and comfort.”
About MLD: Founded in 2004, the MLD Wealth Management Group is a team of expert wealth advisors and portfolio managers based in Calgary, Alberta that manage over 725 million dollars in assets. The team members are nationally nominated and recognized for their excellence, including such awards as the Top Under 40 Investment Professionals in Canada, and #1 Advisor (Chad Larson) out of 2018 Wealth Professional Awards – Top 50 Advisors Nominations . MLD Wealth Management Group is a Multi-Family office focused on working with quality people and their families in helping them protect, manage and grow their wealth for generations to come.
MLD Wealth Management Group
Suite 2400, 520 – 3rd Avenue SW
Calgary, AB T2P 0R3
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