Profile
“We listen for the intro, the chorus, and any cues that would tell us tactically when we can lean into opportunities and when we have to back away from risk”
Chad Larson,
MLD Wealth
With nearly 20 years of industry experience and numerous honours under his belt, Chad Larson knows what it takes to be a top investment advisor.
Aside from holding the Canadian Investment Manager (CIM) designation, Larson is a Fellow of the Canadian Securities Institute, which the institute bestows only upon a few professionals at the pinnacle of investment expertise, advanced education, and ethics.
Year after year over the past decade, he has garnered nominations and accolades as one of Canada’s top wealth advisors. His business has flourished alongside his career; today at MLD Wealth, he has approximately $845 million in total client assets under his individual management.
Drawing from his formal education in economics, Larson’s investment philosophy begins with a macro view of the world and its economies. Working with some of the world’s leading asset managers, he uses a process-driven tactical asset-allocation model to achieve results for MLD Wealth’s private clients.
“We’re always dancing to three different songs at the same time,” he says. “When building a general consensus viewpoint, I try to construct at minimum three-, six-, and 12-month outlooks, which I try to line up with one-, three-, and five-year views of the economic cycle. We listen for the intro, the chorus, and any cues that would tell us tactically when we can lean into opportunities and when we have to back away from risk.”
Canaccord Genuity Corp., Suite 2400, 520, 3rd Avenue SW, Calgary, AB, Canada T2P 0R3
403 691 7815
clarson@cgf.co
linkedin.com/in/chadrlarson
mywealthmanagement.ca
Chad Larson
Senior Portfolio Manager
MLD Wealth Management Group
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Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2004–2010
2010–2011
2011–2018
2018–present
2021–present
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Milestones
Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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2004–2010
2010–2011
2011–2018
2018–present
2021–present
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Milestones
2022
2018–present
2011–2018
2010–2011
2004–2010
2021–present
Insurance Business Magazine | Key Media
2022–present: Associate Vice President, Western Region at Wellington-Altus Private Wealth
2022: Master oF Arts degree in leadership
2021–2022: Senior Regional Business Administration Manager, Western Canada at Wellington-Altus Private Wealth
2021–present
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2018–present
Human Resources Magazine | key media
Senior Portfolio Manager at Canaccord Genuity Wealth Management Canada
Voted #1 Advisor, Wealth Professional Awards 2018
Voted One of Canada’s Top Wealth Advisors 2021 and 2022, The Globe and Mail
2018–present
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2011–2018
Human Resources Magazine | key media
Senior Vice President, Portfolio Manager at National Bank Financial
2011–2018
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2010–2011
Human Resources Magazine | key media
Investment Advisor and Associate Portfolio Manager at Wellington West
2010–2011
1997
2004–2010
human resources | key media
Investment Advisor at Acumen Capital
2004–2010
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Milestones
2021–present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Senior Portfolio Manager
MLD Wealth Management Group
Chad Larson
In his primary capacity as senior portfolio manager, Larson looks for unique growth opportunities and trading strategies for MLD Wealth’s high-net-worth clients. Having been a founder, director, and strategic advisor to numerous private and public companies, he also has an intimate knowledge of owning and leading a business.
With those capabilities, Larson complements his team’s approach to overall wealth management, which aims for capital preservation, income, and growth along with reduced volatility and downside protection across different market conditions.
“MLD Wealth has been a partnership since 2004,” he says. “The first coffee I had with my partner, Curtis Mayert, planted the seed for our practice. We welcomed our third partner, Sue Derlago, over 10 years ago.”
From its inception, the practice has been on a path of constant evolution and growth. Today Larson, Mayert, and Derlago lead a team of eight industry professionals that serves private clients across Canada.
“Our robust platform has the people and processes to handle the full needs of affluent families,” Larson says. “We categorically understand that the needs and complex nature of wealthy families don’t fit into simple boxes.”
Every day, they operate with a commitment to People, Process, and Philosophy, which allows them to take pride as one of the country’s few true multi-family offices – and they’re not standing still.
“Our near-term plans include further leveraging technology and hiring additional stakeholders to support the growing needs of our existing and future families,” he adds. “We’re looking to take on more permanent staff in our other offices across Canada.”
“Our near-term plans include further leveraging technology and hiring additional stakeholders to support the growing needs of our existing and future families”
Chad Larson,
MLD Wealth
Outside of the industry, Larson is raising two children with the help of his loving and supportive spouse. He generously shares his time and wealth with a close circle of loved ones and his community, as well as charitable causes that are near and dear to him and his family.