Communications

Chad Larson Ranked #1 Across Canada’s Top 50 Advisors

Posted on January 12, 2018 in:

For immediate release:

Chad Larson of MLD Wealth Management Group was recognised today as the #1 Advisor in the 2017 edition of TOP 50 ADVISOR in Canada.

Excerpt:

Now in his 14th year as a financial advisor, Chad Larson finds himself at the top of WPC’s Top 50 Advisors list for 2018. Rising from third place last year, the Calgary-based PM saw his book of business grow 24% over the past 12 months to a personal AUM of $776 million – and he intends to stay on that path in the coming year. “We will continue to enhance client engagement with our multi-family office platform, continually enhancing and leading the industry in full-cycle, holistic wealth management and family office services,” he says.

Adding 40 new clients over the past year, Larson takes pride in the fact that he has achieved organic business growth by putting an emphasis on bespoke service. “Too often scale is pursued via product and not process,” he says. “We will continue to invest in process and people. True scale will be reached with enhanced offerings, using digital tools for client engagement and loyalty.”

While his industry experience puts Larson into the veteran territory, he still finds himself at the younger end of the advisor spectrum. Regardless, he has observed how the role has changed over the years. “Clients are more informed, and mediocrity has no chance,” he says. “Conversations have changed – they are about the why, not the how. The conversations are about family, occupation and recreation – that’s the why; the how is that they entrust us to be stewards of their capital.”

As for the industry as a whole, Larson believes the evolution of wealth management will likely lead to fewer firms, which could be a double-edged sword for clients. “There is absolutely a trend of attrition and consolidation,” he says. “We feel this is both a positive and a negative. Positively, the platforms have become stronger and more robust, but a negative is that there are some parts of the business that have lost agility.

As the ‘L’ in MLD Wealth Management Group, Larson prefers to share the credit for the practice’s success. “It is truly a team approach, with many partners and stakeholders, internal and external,” he says. “They are enlightened, aligned and empowered about driving excellence and client engagement; watching and receiving feedback from families by providing insight and clarity is a massive reward.”

Chad Larson commented on this recent recognition “This happens when you have equally amazing partners and clients, this is an award and recognition for all stakeholders and clients of the MLD Wealth Management Group to wear as a badge of honour.”

PEOPLE / PROCESS / PHILOSOPHY

 
MLD is a top-tier Wealth Management firm in partnership with National Bank Financial. Their relentless pursuit of excellence and numerous accolades marks them as one of the premier multi-family offices in Canada, MLD Wealth Management is a group of wealth advisors that primarily look after a select group of successful business owners, executives and endowments. They utilize a proprietary process called “MY WEALTH DEFINED” which is a panoramic and dynamic method of achieving amongst a myriad of other things, a Work Optional Lifestyle and securing their clients Family Investment Legacies.

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