Announcement

One month ago we enhanced our business by joining Canaccord Genuity and the feeling and fit is perfect, while we had hoped that by now we would be at least having some spring weather to enjoy, I am pleased to report that we are 100% functional and excited to get back to our process of MY WEALTH DEFINED and get back to talking and meeting with our clients in a more pragmatic and focused manner.

As planned and designed with our process, we are being diligent through the transition, and we appreciate all your support and patience during this time.

The efforts of MLD stakeholders and Canaccord Genuity have been relentless, to ensure the most seamless transition possible. We are fortunate to have such an incredible team of dedicated partners and stakeholders.

We reference People | Process | Philosophy a great deal in discussions, and we hold steadfast to our commitments to our valued families.

You will shortly be seeing a number of enhancements and communiques’ from the Team with respect to additions to the team, new platforms for our clients to benefit from and importantly, an announcement with respect to an event.

We are working on hosting a large event for our valued clients sometime near the end of May, details to follow.

There will be many representatives from across the globe from Canaccord Genuity, including our Executive Chairman David Kassie, CEO Dan Daviau, and President Stuart Raftus and many more.

It will be great event to come celebrate and share in our vision.

Sincerely,
MLD Wealth Management

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