Communications

WPC’s HOT LIST 2018 (Most Influential People)

Posted on June 27, 2018 in:

Special Report from Wealth Professional Magazine

Canada’s markets have long been dominated by three sectors: energy, materials, and financials. While things currently look promising in these industries – energy in particular – it’s no secret that many advisors would like to see the dominance of those three sectors challenged in the coming decades.

The have been signs of progress: Ottawa-based Shopify is a perfect example of Canadian ingenuity disrupting the status quo, which is why its CEO, Tobi Lutke, is one of the 50 members of Wealth Professional Canada’s 2018 Hot List. He is joined by some of the most respected figures in corporate Canada – men and women who made a major impact in the investment space – along with the top-level advisors and asset managers who successfully navigated constantly shifting market conditions.

This year’s Hot List looks at the Canadian investment landscape as it is today: Banks, insurance companies and energy giants stand along side the firms of the future- the cannabis producers and e-commerce startups. Together they paint an accurate picture of the Canadian investment space – both its limitations and its massive potential.

Chad Larson, Portfolio Manager, MLD Wealth Management,

 

Calgary-based advisor Chad Larson has had an eventful start to 2018. In January, he took the top spot on Wealth Professional Canada’s Top 50 Advisors list, thanks to AUM growth of 24% that brought his total assets under management to $776 million. In March, the team he built alongside partners Curtis Mayert and Sue Derlargo moved from National Bank Financial to Canaccord Genuity. Larson’s services are clearly in high demand, so it’s hardly surprising that Canaccord was keen to bring on MLD Wealth Management as it expands its wealth management platform.

HOT LIST INDEX

ACCENTURE Illana Dris Valiente INDUSTRIAL ALLIANCE SECURITIES John De Goey
ALTERNA SAVINGS & CREDIT UNION Rob Paterson JARISLOWSKY FRASER Stephen Jarislowsky
ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION Claire Van Wyk-Allan KINDER MORGAN CANADA Sean Kean
APHRIA - Vic Neufeld MANULIFE - Roy Gori
AVISO WEALTH - Bill Packham MANULIFE - Sun Yung Tsu
BANK OF CANADA - Stephen Poloz **MLD WEALTH MANAGEMENT - Chad Larson
BLACKROCK - Mark Wiseman ONTARIO SECURITIES COMMISSION - Lawrence Haber
BLACKROCK - Pat Chiefalo PORTLAND HOLDINGS - Michael Lee-Chine
BMO - Darryl White POWER CORPORATION OF CANADA - Paul Desmaris Jr.
BMO - GLOBAL ASSET MANAGEMENT - Richard Wilson PURPOSE ADVISOR SOLUTIONS - Jeff Gans
BMO - GLOBAL ASSET MANAGEMENT -Rob Bechard RBC WEALTH MANAGEMENT - Doug Guzman
BROOKFIELD ASSET MANAGEMENT - Bruce Flatt RESPONSIBLE INVESTMENT ASSOC. - Dustyn Lanz
CANADA GOOSE - Dani Reiss SHOPIFY - Tobi Lutke
CANOPY GROWTH - Bruce Linton STRAIGHT INVESTMENTS - Dennis Mitchell
CFA SOCIETIES CANADA - Christopher May SUN LIFE FINANCIAL - Dean Conor
CONFERENCE BOARD OF CANADA - Susan Black SUN LIFE FINANCIAL QUEBEC - Robert Dumas
ECHELON WEALTH PARTNERS - Joe Oliver SUN LIFE GLOBAL INVESTMENTS - Jordy Chilcott
EVOLVE ETFs - Raj Lala TD ASSET MANAGEMENT - Bruce Cooper
FEDERAL RESERVE - Jay Powell THOMSON REUTERS - David Thomson
FIERA CAPITAL - Jean-Phillippe Lemay TORONTO FINANCIAL SERVICES ALLIANCE - Jennifer Reynolds
FINANCIAL PLANNING STANDARDS BOARD - Cary List VANGAURD - Atul Tiwari
FORESTERS FINANCIAL - Jim Boyle VANGAURD - Charles Lin
GLUSKIN SHEFF + ASSOC - David Rosenberg WEALTH BAR - Tea Nicola
GLUSKIN SHEFF + ASSOC - Jeff Moody WOMEN IN CAPITAL MARKETS - Camila Sutton
iA FINANCIAL - Denis Richard STARLIGHT INVESTMENTS - Denis Mitchell

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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.