WPC’s HOT LIST 2018 (Most Influential People)

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.