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Listen to the latest money matters episodes.

Top-ranked portoifio manager in Canada, Chad Larson gives insight into the market place and economy in a format that is concise, clear and authentic.

The Allocators Perspective – July 2024

July 29, 2024

In this episode, podcast host, Nimar Bangash, sits down with Chad Larson, Partner & Senior Portfolio Manager at MLD Wealth Management, to discuss alternative investments.

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We are in this together

March 27, 2020
The team at MLD Wealth Management and Canaccord Genuity Wealth Management wants to ensure you that our commitment to you and our ability to provide you with the same high quality.

Top 50 Advisors in 2020

January 29, 2020
The number-one advisor on the 2018 Top 50 Advisors list, Chad Larson has once again cracked the top five in 2020. Making the top of the list was a moment he’ll never forget.

Announcing the Winner of the 2019 MLD Scholarship

January 5, 2020
It is with great pleasure that we announce that this year’s MLD scholarship for $3000 has been awarded to Rolande Taylor

2019 Tax Season Deadlines

December 19, 2019
As your trusted advisory team, we wanted to take the initiative to send you a list of important deadlines to be made aware of for the 2019 Tax Season.

The ‘ruthless dedication’ that drives top advisors

November 21, 2019
How do you build a successful advisor practice? It’s the $200 million-plus AUM question that many seek but relatively few attain.

MLD Wealth Management Sponsors the 2019 Dad & Daughter Gala

October 29, 2019
This year MLD Wealth Management Sponsored the Static Photo Booth at the Dad & Daugther Gala which captured hundreds of smiles and silly faces throughout the night.

WPC’s HOT LIST 2019

June 25, 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.

MLD Wealth Sponsors Calgary Police Foundation > Family Heroes Event

June 7, 2019
MLD Wealth Management Group was a proud sponsor of the Family HEROES Celebration on June 1, 2019. This inaugural event helps raise the funds needed to support close to 9000 at-risk youth a year.

Russell Investments: 2019 Global Market Outlook: The late-late cycle show

December 10, 2018
Volatility returned in 2018 and likely will continue into 2019. It’s late in the cycle but we still see opportunities. Taking advantage of them will require discipline and a strong decision-making process.

2017 Global Market Outlook — Q2 update

March 4, 2017
Donald Trump promised to “make America great again” during the presidential campaign, and equity markets have taken him at his word.

Secure Your Children’s Future

December 6, 2018
Never say no to offers of free money from the government. And as far as free money goes, Ottawa’s Registered Education Savings Plan (RESP) is among the most lucrative offers currently available to Canadians with children.

Losing Your Spouse- A Road to Recovery Checklist

October 10, 2018
Losing your spouse is emotionally devastating. Unfortunately, critical decisions must be made soon after, and these decisions have significant financial implications.

The 3 Questions you must ask before maximizing your RRSP contributions.

September 30, 2018
During tax season the industry is abuzz with reminders for you to maximize your RRSP contribution. Seldom mentioned is that when it comes time for you withdraw your RRSPs via RRIFs, that income will now be fully taxed.

“How much?” The most common question that financial advisors hear.

September 27, 2018
A question I regularly hear from new investors is, “how much money will I need for my retirement?”

Fixed vs. Variable Mortgage Rates, What’s the Deal?

September 20, 2018
One of the first decisions homebuyers and mortgage shoppers face is whether to select a fixed rate or variable rate mortgage.

COTTAGE SUCCESSION PLANNING

September 4, 2018
If you own a family cottage or cabin, have you considered a plan for its succession?

Tax Planning Using Private Corporations

October 19, 2017
Changes Targeting the Taxation of Passive Income in a Private Corporation

Turtle Creek – 2016 Year In Review

April 24, 2017
A recording of our Turtle Creek 2016 Annual Meeting, held at The National Club in Toronto on February 15th, 2017, is now available on our website.

Canada Budget 2017 Impact for Individuals and Businesses

April 22, 2017
Attached to this email you will find a short summary of the 2017 budget produced by our team of experts.

Capital Gains Update - Feb 2025

February 7, 2025
On January 31, 2025, the Canadian government announced a deferral in the implementation of the previously proposed increase to the capital gains inclusion rate.

Finance Canada – Tax Planning Using Private Corporations

October 19, 2017
In Budget 2017, the Minister of Finance, Mr. Bill Morneau, announced the Government of Canada’s intention to address tax planning strategies involving the use of private corporations.