MLD Wealth Management Engages Picton Mahoney Asset Management Services

[Toronto, November 17th, 2023] – Canaccord Genuity Corp. and MLD Wealth Management (www.mywealthmanagement.ca), are pleased to announce that they have engaged Picton Mahoney Asset Management’s Portfolio Construction Consultation Services (PCCS) group for the provision of risk and data analytics.

MLD Wealth Management is the first advisor group in Canada to formally incorporate risk and data analytics provided by PCCS into its investment process. MLD Wealth Management believes that this  partnership will set a new industry standard for private clients seeking exceptional investment strategies and comprehensive risk management solutions.

As a result of this engagement, MLD Wealth Management will have access to regular analytics and insights that it can utilize with its investment and risk committee(s), ensuring a data-driven approach to investment management.

MLD Wealth Management has earned a reputation as a trusted and innovative leader in the wealth management industry. With a deep understanding of their clients’ needs, MLD has consistently delivered exceptional results and personalized service. By incorporating risk and data analytics into its investment process, MLD is reinforcing its commitment to excellence, empowering its clients with advanced risk management tools and data-driven insights.

“We believe that additional risk and data analyses will redefine the private client experience in Canada,” said Chad Larson, Senior Portfolio Manager with MLD Wealth Management. “This engagement will enable us to enhance our investment strategies, mitigate risks effectively, and deliver even greater value to our clients.”

PCCS is comprised of an experienced team of multi-disciplinary professionals with backgrounds in asset allocation, risk management, quantitative research and portfolio management that provides analytics and insights focused on strategic asset allocation, tactical asset allocation, factor analysis and evaluation of alpha sources.

With the extra analytics added its investment process, MLD Wealth Management believes that it has taken a significant step forward in the Canadian wealth management landscape. Private clients can expect from MLD Wealth Management a higher level of service, tailored investment strategies, and rigorous risk analysis to navigate an increasingly complex financial landscape successfully.

About MLD Wealth Management

MLD Wealth Management is a leading wealth management firm committed to delivering exceptional financial solutions to private clients. With a client-centric approach, MLD provides comprehensive wealth management services, including investment management, retirement planning, estate planning, and tax strategies. For more information, please visit www.mywealthmanagement.ca.

Contact:

Paula Hawker

Executive Assistant to Chad Larson

1.403.691.7821

phawker@cgf.com

‍