Strategic partners are a pillar of our success.


Chartered Professional Accountants: WBM

WBM help clients with complex tax planning needs both personal and corporate. They have the systems and procedures in place to help their clients achieve a greater piece of mind by aligning your investment strategies with your tax planning.


Exclusive Products: Private Banking 1859

As a National Bank Private 1859 Client, you benefit from the expertise of your senior private banker for your daily banking affairs and more complex financial needs. You also have access to the Private Banking 1859 Financial Package (upon qualifying), specifically designed for our privileged clients.


STEP - Advising Familes Across Generations

STEP – Advising Familes Across Generations

STEP is the worldwide professional association for those advising families across generations. We help people understand the issues families face in this area and promote best practice, professional integrity and education to our members.

Today STEP has more than 20,000 members across 95 countries from a range of professions, including financial advisors, lawyers, accountants and other specialists.

Read the press release.


Institute for Divorce Financial Analysts

The Institute for Divorce Financial Analysts (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

Founded in 1993, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals. CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including:

-Personal vs. marital property
-Valuing and dividing property
-Retirement assets and pensions
-Spousal and child support
-Splitting the house
-Tax problems and solutions
-Expert witness testimony
-Tax law and financial issues affecting divorce


DHR Blu Era Search

Executive Search: DHR International BluEra

MLD’s focus on developing our relationships with our clients requires us to work on our relationships with each other and accelerate our ability to work effectively together. We have partnered with DHR International/BluEra to strengthen our appreciation of the diversity on our team, develop as leaders, have important conversations professionally and respectfully further creating an overall high performing mentality.

Putting time and effort into our individual and team growth & development supports our commitment to communication and client service and keeps us getting better for you.

Peak Advisor Alliance

Coaching: Peak Advisor Alliance

Since 2014, MLD Wealth Management Group has engaged with Peak Advisor Alliance, an Executive Coaching team for Elite Advisors across the US and now Canada!

The purpose of developing our ‘Team’ and having a Coach was that we recognise and respect the demands of a challenging and changing industry, client needs, family and personal balance. We have found that from the experienced insight, clear direction, and personalised accountability we have had purposeful growth.

We endeavor to life our lives by design, not by default.

Corporate Concierge: Conservus

With an extensive knowledge of Canadian cities and an enviable network of contacts, Conservus runs one of Canada’s most revered corporate concierge services as well as event planning.

Lounge Finder: LoungeKey

Access over 550 VIP Airport Lounges with LOUNGEKEY. Find lounge locations and information by country, city, airports.
Medical Care

Health: Medical Care Assistance+

Autonomy, comfort, security and well-being. That is what you can count on with Medical Care Assistance, a complete, personalized support program. Designed to help maintain your health and quality of life, this program is included with your National Bank Financial Package.

Schedule an introduction with MLD Wealth Management and secure your financial future.

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Products and services of the national Bank Financial - Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Webiste is subs Website is subjectto change without notice. The communication does not constitute an offer or sold an offer or solicitation by anuone in any jurisdiction in which such an offer or solicitation is not authorized or to any prized or to any person to whom it is unlawful to make such an offer or solitation. Prospective investorsecrive investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.