Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Sue Derlago is a partner and senior wealth advisor with MLD Wealth Management Group at CG Wealth Management in Calgary.
“I wake up every day grateful that I get to do this work and strive for continuous improvement in the way we provide advice and service to our clients. It’s also continuing to learn and expand my knowledge, and how I work with and lead those on my team.”
One of the markers of Derlago’s success is having clients split across three generations of the same families. Her strategic focus has enabled her to devote time to communicating with clients and building trust.
“Being supported by a strong team and having a robust technology platform has allowed me to focus my time on clients. That means looking at every client’s unique situation to help them understand how events in the world impact their specific situation.”
And this process will be continually refined as Derlago and her fellow partners have committed to two major initiatives:
Suite 2400, 520 3 Ave SW, Calgary, AB
403 691 7817
sderlago@cgf.com
linkedin.com/in/suederlago
mywealthmanagement.ca
Sue Derlago, CFP, CIM, AFDS
Senior Wealth Advisor and Senior Financial Planner
MLD Wealth Management Group at CG Wealth
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2008–2011
2011–2018
2018–present
2012
1991–present
Financial Advisor at Wellington West Financial
2008–
2011
Wealth Advisor at National Bank Financial
2011–
2018
Senior Wealth Advisor and Senior Financial Planner at MLD Wealth Management Group at CG Wealth
2018–
present
2012: FP Canada Fellow Distinction
2021 and 2022: Mississauga News Best Financial Planning Services and Best Financial Advisor
2022 and 2023: 5-Star Advisor Award Ontario
2012
1991–2019: Worked in various firms providing financial planning and education
2019: Founded Holjevac Financial Group to continue to provide financial planning and education services
2020, 2021, and 2022: Finalist for WP IFSE Institute Award for Financial Literacy Champion
2022 and 2023: MoneySense Trusted Advisor
2023: Excellence Award for WP Female Trailblazer
1991–
present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
adopting Conquest as the firm’s financial planning software
having more than 70% of investment assets on their cutting-edge Discretionary investment platform
And she adds, “We will continue to focus on leveraging technology in order to create more time that can be spent on client relationships, and the things that technology does not do well.”
Since graduating from the University of Calgary, Derlago has earned the professional designations:
Certified Financial Planner (CFP)
Academy of Financial Divorce Specialists (AFDS)
Chartered Investment Manager (CIM)
Being a woman in a male-dominated industry has been an opportunity that she has leveraged to her advantage by approaching and dealing with clients naturally.
“It has allowed me to build deep, meaningful bonds with clients, which becomes critical when clients are going through major life events. Because there are so few women in senior advisor roles, I think it has presented an opportunity to stand out.”
Recalling her biggest career achievements, Derlago cites a case where she was able to remove the strain from an individual dealing with the unexpected death of a spouse. This spirit is engendered throughout her team, as Derlago leads with an intentional sense of empathy.
“When creating the best-laid plans, you always hope you will never see the worst possible outcomes, but as we all know they do happen. I am most proud of the burden we can take from a family in one of the darkest periods of their lives and know we have helped to create a situation where money will be the last thing a family has to worry about following the death of a loved one.”
Mindful of entering the wealth industry at age 23 without a clear grasp of the possibilities and options, Derlago is a keen mentor and sounding board for females new to the sector or about to enter.
“I have made a concerted effort to have more young women enter the industry, and provided opportunities with employment roles, mentoring, and exposure to the different career paths that may be available.”
Sue Derlago is a partner and senior wealth advisor with MLD Wealth Management Group at CG Wealth Management in Calgary.
“I wake up every day grateful that I get to do this work and strive for continuous improvement in the way we provide advice and service to our clients. It’s also continuing to learn and expand my knowledge, and how I work with and lead those on my team.”
One of the markers of Derlago’s success is having clients split across three generations of the same families. Her strategic focus has enabled her to devote time to communicating with clients and building trust.
“Being supported by a strong team and having a robust technology platform has allowed me to focus my time on clients. That means looking at every client’s unique situation to help them understand how events in the world impact their specific situation.”
And this process will be continually refined as Derlago and her fellow partners have committed to two major initiatives:
adopting Conquest as the firm’s financial planning software
having more than 70% of investment assets on their cutting-edge Discretionary investment platform
And she adds, “We will continue to focus on leveraging technology in order to create more time that can be spent on client relationships, and the things that technology does not do well.”
Since graduating from the University of Calgary, Derlago has earned the professional designations:
