Chad Larson

SENIOR PORTFOLIO MANAGER

About

Chad

Chad spent his formative years in Buenos Aires Argentina attending a prestigious international school where he focused his studies on economics. Having the incredible opportunity to move about the world and live internationally shaped Chad into someone with a truly global perspective. This view of the world brought him together with Curtis Mayert in 2004 after graduation and over a coffee, a conversation and a single handshake, the beginning of one of the country’s most successful teams and wealth management groups was born.

Today along with his partners, MLD Wealth Management continues to lead the industry in best practices and client satisfaction.

Chad has been recognized nationally as Canada’s Top Advisor, named one of the top 50 most influential people in the Canadian Investment world, Portfolio Manager of the year, Top under 40 in Canada and most recently in the Globe & Mail / Shook rankings Top Advisors in Canada.

Education

Chad has a degree in Economics that shapes his Investment Philosophy that is primarily Macro Driven. Having in-depth knowledge of economic systems and principles has allowed clients to benefit from active and tactical portfolio management.

Chad graduated from the University of Calgary with a Bachelor of Arts Degree in Economics. He has completed the CSC, CPH, is Options Licensed and has achieved the accreditation as a CIM (Chartered Investment Manager) and is a recognized holder of the FSCI ‘Fellow of the Canadian Securities Institute”, the highest honour in Canadian Financial Services.

Chad graduated from the University of Calgary with a Bachelor of Arts Degree in Economics. He has completed the CSC, CPH, is Options Licensed and has achieved the accreditation as a CIM (Chartered Investment Manager) and is a recognized holder of the FSCI ‘Fellow of the Canadian Securities Institute”, the highest honour in Canadian Financial Services.

Position

Chad is a founding member of MLD Wealth and his primary role aside from leading the executive leadership, driving corporate strategy and building the business is as the Portfolio Manager of MLD. Chad is responsible for the asset allocation of client and model portfolios along with the individual security selection. Chad also is responsible for deal origination and diligence.

Personal Life

Chad is one of those people you will meet who has voracious and contagious energy, the charm and confidence to carry a room but the subtleties of someone you’ve known forever and can feel very comfortable around. Generous with his time and wealth to those close to him, his community, and charitable causes near and dear to him and his family.

The C&J Family Foundation has been a great initiative for his family in children in directing their charitable donations to have an impact within their community.

Personality