Partners

Strategic partners are a pillar of our success.

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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.

 

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.

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

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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.