WPC’s HOT LIST 2019

There’s no doubt that financials hold a dominant position in the Canadian market, and over the past year, their performance has eclipsed that of Canada’s other two market staples, materials and energy. Therefore, it’s little surprise that this year’s Wealth Professional Canada hotlist is dominated by luminaries from the financial sector.

However, WPC went beyond the major institutions and big banks to also highlight the independent firms that have carved out a niche for themselves and have had a significant impact on financial advisors. On the following pages, you’ll read about leaders who have been overseeing new product launches and innovative ideas and who have served as advocates for the wealth management industry. Collectively, their contribution showcase the current state of the Canadian investment landscape and hint at the potential that lies ahead.

Chad Larson was number one on the 2018 WPC top 50 advisors list, he remained the advisor managing the most AUM at $610 million this year. In early 2018, Larson and his Calgary-based practice transitioned to Canaccord Genuity, a move that allowed the team to put in place the platform they wanted in order to be more responsive to their clients.

“MLD was coming into it’s stride, being recognized and leading the industry at the high-end of the spectrum.” Larson told WPC last year. “I wanted to ensure we had a clear runway that would allow us to do the business we want to do.”  In addition to his success as an advisor, Larson also began sub-advising the Purpose Investments multi-core fund in June 2018. As of late April, the fund has reached $85.5 million AUM.

Read the full WPC HOT LIST