TORONTO, March 12, 2018 /CNW/ - Canaccord Genuity Group Inc. (Canaccord Genuity, the Company, TSX:CF) is pleased to announce the addition of MLD Wealth Management Group to its Canadian Wealth Management business. This development supports the firm's objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential.
"We are very pleased to welcome Chad Larson, Curtis Mayert, Sue Derlargo and the talented team of professionals from MLD Wealth Management Group to Canaccord Genuity Wealth Management," said Stuart Raftus, President of Canaccord Genuity Wealth Management in Canada. "With an emphasis on bespoke service, this team brings a strong complement to our independent wealth management platform and we look forward to supporting their continued growth and success."
Based in Calgary, the MLD Wealth Management Group operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals. The group offers a comprehensive approach to wealth management via their proprietary "My Wealth Defined" process that integrates Investment Management, Financial Planning, Tax & Estate Planning, Insurance, and is complemented by an exclusive Private Client business.
Chad Larson Director, Wealth Management and Senior Vice President is the Lead Portfolio Manager for the MLD Wealth Management Group. Recently ranked #1 in the Wealth Professional Canada Top 50 Advisors list, Chad brings 14 years of experience to his role with a focus on finding unique growth opportunities and trading strategies for the team's discretionary portfolios. Curtis Mayert, Director, Wealth Management and Senior Vice President has been in the financial industry since 1987. His stewardship of relationships and the caliber of business and accomplishments has made him a top ranked advisor for decades. In his role as an Investment Advisor, Curtis works to identify investment opportunities for high net worth clients through individual stock selection, special situations, income & dividend strategies, and other tax-advantaged investments. Sue Derlargo, Vice President and Senior Financial Planner brings with her more than 15 years of investment and financial planning experience. Sue works closely with clients to develop a comprehensive financial road map which incorporates all aspects of their unique financial situation including business ownership, tax planning, estate planning, retirement income planning, philanthropy, inter-generational planning, education funding and trusts.
Chad, Sue and Curtis join Canaccord Genuity Wealth Management in Canada with a team of five talented professionals, who work closely together to ensure exceptional client experiences.
ABOUT CANACCORD GENUITY WEALTH MANAGEMENT
Canaccord Genuity Wealth Management operations provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. The Company's wealth management division now has Investment Advisors (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia.
ABOUT CANACCORD GENUITY GROUP INC.
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, and the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, Europe, Asia, Australia and the Middle East. To us there are no foreign markets.TM
Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX.
SOURCE Canaccord Genuity Group Inc.
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