08:18:07 EDT Thu 28 Mar 2024
Enter Symbol
or Name
USA
CA



Canaccord Genuity Group Inc
Symbol CF
Shares Issued 113,512,781
Close 2018-03-09 C$ 7.00
Market Cap C$ 794,589,467
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Canaccord adds MLD Wealth to Canadian Wealth business

2018-03-12 09:25 ET - News Release

Mr. Stuart Raftus reports

CANACCORD GENUITY GROUP INC. CONTINUES EXPANSION OF ITS CANADIAN WEALTH MANAGEMENT BUSINESS WITH THE ADDITION OF MLD WEALTH MANAGEMENT GROUP

Canaccord Genuity Group Inc. has added 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 multifamily 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 its proprietary "My Wealth Defined" process that integrates investment management, financial planning, tax and 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 No. 1 in the Wealth Professional Canada Top 50 Advisors list, Mr. Larson 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 calibre of business and accomplishments have made him a top ranked adviser for decades. In his role as an investment adviser, Mr. Mayert works to identify investment opportunities for high-net-worth clients through individual stock selection, special situations, income and 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. Ms. Derlargo 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.

Mr. Larson, Ms. Derlargo and Mr. Mayert 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 advisers (IAs) and professionals in Canada, the United Kingdom, Jersey, Guernsey, the Isle of Man and Australia.

About Canaccord Genuity Group Inc.

Through its principal subsidiaries, Canaccord Genuity Group 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. The company achieves this by generating value for its individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The company has offices in 10 countries worldwide, including wealth management offices located in Canada, the United Kingdom, Guernsey, Jersey, the Isle of Man and Australia.

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