Our Team

  • sue-derlago
  • chad-larson
  • curtis-mayert
  • christina-koshman-cfp
  • shannon-sowa
  • danielle-bridger
  • paula-hawker
  • amrita-basu
  • josh-landry-cim
  • samantha-matson
  • sue-derlago
  • chad-larson
  • Sue Derlago

    Vice President, Senior Financial Planner

    Sue Derlago has over 17 years of experience in the investment and financial planning industry, having started her career with one of Canada’s largest banks on the financial markets and product origination side of the business.

    This evolved into passion where by Sue thrived in examining every financial aspect of the client’s individual, family and corporate situation. This includes current and future lifestyle needs, trust and estate structures, business interests, charitable giving and income requirements. Once familiar with the overall situation, Sue develops a financial road-map, ensuring your overall plan is implemented and providing regular progress updates along the way.

    Sue is involved with our clients to the degree that they request and has proven to be an invaluable resource and go-to person with respect to private business ownership, insurance solutions*, tax planning, estate planning, retirement income planning, philanthropy, inter generational planning, education funding and trusts.

    Sue is married with two boys, and is actively involved in the community, having volunteered with the Calgary Schizophrenia Society, Friends of SAIT, coached community soccer and is a board member of Women Working in Calgary. You can usually catch Sue on the weekends and holidays in Fernie either skiing or mountain biking with her boys.

    Read more about Sues’s personal Story

  • Chad Larson

    Director, Wealth Management, Senior Vice President, Portfolio Manager

    Since 2004 Chad has been working with affluent individuals, families and institutions as an Investment Advisor. Chad is the registered Portfolio Manager of the team and manages the team’s discretionary portfolios and team baskets.

    Chad’s formal educational background is in Economics and his Investment Philosophy is driven primarily from a Macro view of the world, its economies and then drills down with indepth analysis and industry knowledge. He works closely with a vast network of traders, analysts and other portfolio managers to help identify unique growth opportunities and trading strategies for our team’s high net worth clients. This area of focus complements the team’s approach to overall wealth management, with a goal of capital preservation, income and growth with reduced volatility and downside protection in varied market conditions.

    Chad graduated from the University of Calgary with a Bachelor of Arts Degree in Economics. He has completed the CSC, CPH, is Options Licensed and has achieved the accreditation as a CIM (Chartered Investment Manager). Chad is recognized as a Fellow of the Canadian Securities Institute (FCSI), their highest recognition for investment professionals.

    Chad is a recognized speaker at Institutional Conferences in Toronto, Vancouver and attendances in New York.

    He was recently nominated for the award of “Discretionary Portfolio Manager of the year”  and #1 for the 2017 Top 50 Advisors in Canada by Wealth Professional, Canada’s leading industry resource for the financial planning industry, and nominated for the award of Top under 40 Investment Professionals in Canada by the IIAC (Investment Industry Association of Canada).

    Married and blessed with two young children, Chad supports numerous local charities and is a recognized leader in supporting the community. Chad has founded, advised and been a board member of numerous private businesses.

    Read more about Chad’s personal Story

  • Curtis Mayert

    Director, Wealth Management, Senior Vice President, Investment Advisor

    Curtis has been in the financial industry since 1987. He is a founding partner of MLD Wealth Management Group along with Chad Larson.  Our Team’s clients have benefited from his hard work, integrity and results-driven nature – he has become an integral part of their financial lives.

    After building a thriving institutional sales team, Curtis has leveraged his success and experience to help identify opportunities and undervalued investments for our Team’s high net worth clients. His connections and understanding of the industry and Global Markets have contributed to our clients’ success. Curtis is well known and respected in the investment community.

    Curtis’s focus is on individual stocks, special situations, income & dividend strategies, and other tax-advantaged investments. Curtis is options licensed, and has passed the industry Partners, Directors and Officers Course. He also has experience trading futures and options on futures.. His public markets experience, in both institutional and retail capacities, are a major contributor to our success in managing clients’ wealth.

    Married and blessed with two children, Curtis enjoys spending time with his family at their cottage in the Shushwap and travelling the world. He supports numerous local charities and has been recognized as a leader in his community.

    Read more about Curtis’s personal Story

  • Christina Koshman CFP

    Senior Tax and Estate Planner

    Christina has 20 years of experience in the Insurance and Estate Planning industry, starting her career with a Calgary based insurance brokerage firm in 1996. Since then, she has developed and grown her knowledge in all areas of Estate Planning by working within every aspect of the process, from educating Advisors on insurance based product, to business development, to client facing full service Estate Planning.

    Christina’s passion for Estate Planning was recognized when she learned that there is more to it than creating a Will and passing assets on to next generations. From her experience, she has recognized that proper Estate Planning should be an essential part of the wealth management process. In her opinion, Estate Planning should be approached with the consideration of softer issues, in addition to legal creation and tax planning. Christina’s ultimate goal is to properly structure estate plans so that it not only reduces the taxes and expenses of your estate, but it also simplifies and expedites the transition of assets to the next generation, and ensures that your beneficiaries are protected and ultimately provided with harmonization within your family once you are gone.

    Christina successfully completed the Certified Financial Planners (CFP) program in 2008 and continues her commitment to continuing education and her passion for Estate Planning. She is currently enrolled in the Chartered Life Underwriter (CLU), which is Canada’s premier wealth transfer and estate planning designation. It is an advanced designation that expands on the knowledge gained in the CFP education program with a focus on estate planning and wealth transfer.

    Christina is working towards a Trust and Estate Practitioner designation (TEP), which is offered by STEP (Society of Trust and Estate Practitioners), the leading international organization for trust and estate professionals.  STEP’s Canadian members are experts in their field, having earned the profession’s most respected and recognized designation, the Trust and Estate Practitioner (TEP). These senior-level practitioners are involved in the planning, creation, management of and accounting for trusts, estates and taxation of individuals and families.

    Read more about Christina’s personal Story

  • Shannon Sowa

    Senior Investment Associate

    Shannon has over 20 years of experience in the finance industry. Shannon’s role is to work in conjunction with our existing team to compliment the timeliness of service requests, implementation and execution of investment strategies and ensure co-ordination of your personal and financial affairs.

    Shannon graduated from the University of Calgary in 1993 and subsequently started working at the bank in 1994, then moved to the investment industry in 2001. She has completed her Canadian Securities Course, Conducts & Practices, IA Licensing Requirements and the Professional Financial Planning Course. In a commitment to continuing education and her passion for the financial industry, Shannon is currently enrolled in the Divorce Specialist Course offered by the Canadian Securities Institute to better serve our clients.

    Shannon is available to provide advice and direction in the following areas:

    • Buy / Sell Recommendations from Mayert, Larson & Delargo Wealth Management Group
    • Investment Support / Market Data / Quotation
    • New Issue Allocations / Block Trading
    • Currency Management
    • Provide Administrative back-up to Danielle Bridger

  • Danielle Bridger

    Operations, Investment Associate

    Danielle has been in the investment industry since 2005.  She has extensive experience in both retail and institutional administration. Danielle has a background in the administrative aspect of discretionary money management platforms for high net worth clients.

    Danielle has successfully completed the Canadian Securities Course as well as the Conduct and Practices Handbook Course.

  • Paula Hawker

    Executive Assistant

    British born, Paula has over 16 years experience in the financial sector specializing in client relation/executive assistant role.  After completing a business diploma Paula started her career providing administrative support for an Insurance brokerage.  She then spent the next ten years at a merchant bank in London, Hambros, where she assisted on the Corporate Finance team liaising with both clients and Government personnel.

    Since 2012 Paula has been employed by a reputable Estate Planning practitioner here in Calgary serving as the principal liaison between the firm and it valued clients.

    Her strengths include building relationships and providing outstanding client service with the focus on listening to clients, anticipating their needs and to become their personal financial concierge.

    Paula quoted ‘It is my goal to firstly provide our clients with an extraordinary experience each and every time and secondly to fully support our team in all planning aspects’.

    Prior to settling in Calgary, Paula and her family were afforded the experiences of living in Houston and then back to London before returning to Canada and making this her home.

    Paula is married and has a son and daughter.  Weekends are often spent at the hockey rink supporting her son or cooking and entertaining with friends in their home.  Paula and her family are involved in various voluntary organizations with the emphasis on ‘giving back’.

  • Amrita Basu

    Administration, Investment Associate

    Amrita comes to MLD Wealth from one of the largest financial institutions in Canada with incredible experience.

    She has been in the financial industry since 2012 and has extensive compliance and regulatory experience in addition to her administrative skills. Amrita is fully licensed as an IIROC Investment Representative, successfully completing her Canadian Securities Course and Conducts and Practices Handbook Course.

    Amrita studied and received a Bachelors degree from the University of Calcutta in Geography. Her study of Culture and People makes her a unique and valued addition to the team.

    Her core values of being a team player, putting clients first, working hard and always striving for excellence are amazing and we are all very excited to have her on the team.

     

  • Josh Landry, CIM

    Investment Advisor

    Josh has worked in the financial industry since 2001. He worked in management at CIBC that oversaw one of the largest wealth management branches in the country, overseeing the businesses of over 70 top performing advisors. Prior to joining MLD Wealth Management, he worked as an advisor with CIBC with some of the leading professionals in the country. He brings this knowledge and experience to MLD Wealth to provide high-level advice to private clients as well as guiding the direction of management and operational systems.

    Josh began his career in the investment industry in compliance and branch supervision for one of CIBC World Markets flagship branch based in Calgary. He developed strong skills and experience helping his clients achieve their financial goals. Josh is a Senior Investment advisor with MLD Wealth striving to elevate the client experience by guiding and supporting our groups’ exceptional People, Process and Philosophy.

    Rather than focusing primarily on finance, Josh took keen interest in Organizational Behaviour, Human Resources and Marketing to complement his skill set. His passion in these areas have lead him to become an expert on how to manage a team in a way that facilitates excellent results for clients.  Josh prides himself by putting the pieces of their financial puzzle together. With a passion for helping people and truly understanding their needs complemented with a high-level understanding of the financial markets, Josh provides comfort and peace of mind to his valued clients.

    Josh graduated from Brock University with a Bachelor of Arts Degree in Business Administration. He has completed the CSC, CPH and has achieved the accreditation as a CIM® (Chartered Investment Manager).

    Read more about Josh’s personal story.

  • Samantha Matson

    Administrative Assistant

    Samantha comes to MLD Wealth Management after attending SAIT for Business Administration in Financial Services, starting her career in 2015 as a Marketing Coordinator with Investors Group. Her experience in the industry lies in the client service, administration, and marketing aspects of the business. A positive client experience is paramount to her. Providing a high level of personalized service to each client is what she takes pride in and considers her greatest strength

  • Sue Derlago

    Vice President, Senior Financial Planner

    Sue Derlago has over 17 years of experience in the investment and financial planning industry, having started her career with one of Canada’s largest banks on the financial markets and product origination side of the business.

    This evolved into passion where by Sue thrived in examining every financial aspect of the client’s individual, family and corporate situation. This includes current and future lifestyle needs, trust and estate structures, business interests, charitable giving and income requirements. Once familiar with the overall situation, Sue develops a financial road-map, ensuring your overall plan is implemented and providing regular progress updates along the way.

    Sue is involved with our clients to the degree that they request and has proven to be an invaluable resource and go-to person with respect to private business ownership, insurance solutions*, tax planning, estate planning, retirement income planning, philanthropy, inter generational planning, education funding and trusts.

    Sue is married with two boys, and is actively involved in the community, having volunteered with the Calgary Schizophrenia Society, Friends of SAIT, coached community soccer and is a board member of Women Working in Calgary. You can usually catch Sue on the weekends and holidays in Fernie either skiing or mountain biking with her boys.

    Read more about Sues’s personal Story

  • Chad Larson

    Director, Wealth Management, Senior Vice President, Portfolio Manager

    Since 2004 Chad has been working with affluent individuals, families and institutions as an Investment Advisor. Chad is the registered Portfolio Manager of the team and manages the team’s discretionary portfolios and team baskets.

    Chad’s formal educational background is in Economics and his Investment Philosophy is driven primarily from a Macro view of the world, its economies and then drills down with indepth analysis and industry knowledge. He works closely with a vast network of traders, analysts and other portfolio managers to help identify unique growth opportunities and trading strategies for our team’s high net worth clients. This area of focus complements the team’s approach to overall wealth management, with a goal of capital preservation, income and growth with reduced volatility and downside protection in varied market conditions.

    Chad graduated from the University of Calgary with a Bachelor of Arts Degree in Economics. He has completed the CSC, CPH, is Options Licensed and has achieved the accreditation as a CIM (Chartered Investment Manager). Chad is recognized as a Fellow of the Canadian Securities Institute (FCSI), their highest recognition for investment professionals.

    Chad is a recognized speaker at Institutional Conferences in Toronto, Vancouver and attendances in New York.

    He was recently nominated for the award of “Discretionary Portfolio Manager of the year”  and #1 for the 2017 Top 50 Advisors in Canada by Wealth Professional, Canada’s leading industry resource for the financial planning industry, and nominated for the award of Top under 40 Investment Professionals in Canada by the IIAC (Investment Industry Association of Canada).

    Married and blessed with two young children, Chad supports numerous local charities and is a recognized leader in supporting the community. Chad has founded, advised and been a board member of numerous private businesses.

    Read more about Chad’s personal Story

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The information on this web site is intended for use by persons resident in Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.