MLD Wealth Management Promotes Gurman Arora

Considering our continued commitment to providing you with the highest quality service, we are delighted to make the following announcement. Gurman Arora is being promoted to Senior Financial Planner and will lead our Wealth Enhancement Services group and oversee all aspects of our financial planning effective immediately.

Gurman holds the Certified Financial Planner (CFP®) designation, Canadian Investment Manager (CIM®) designation, has completed the Level 1 CFA exam in 2019, and has recently been granted the designation of Trust & Estate Planner (TEP) Designation, an internationally recognized designation highlighting his knowledge in matters of trusts, estates, and their taxation.

Gurman Arora | CIM®, TEP®, RRC

Senior Financial Planner

403-691-7818

garora@cgf.com

Looking Ahead

While change is a natural part of growth, our commitment to you remains steadfast. Our team is dedicated to continuing to provide the exceptional service and advice you have come to expect from us. We are excited about the future and the opportunity to continue serving your wealth management needs with our strengthened team.

We thank you for your continued trust and partnership. If you have any questions or would like to discuss these changes further, please do not hesitate to reach out to us.

Warm regards,

Chad Larson                                                Curtis Mayert

Senior Portfolio Manager                              Senior Investment Advisor

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