Chad Larson

SENIOR PORTFOLIO MANAGER

Phone: 1-888-691-7815

About

Chad

Chad Larson is a distinguished leader in wealth management, widely recognized for his strategic vision, client-centric philosophy and innovation in alternative investing. After earning a Bachelor of Arts in Economics, Chad co-founded MLD Wealth Management in 2004. Today, he leads one of the largest multi-family offices in the country, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Canada and internationally.

Over his career, Chad has built a reputation as a trusted advisor to some of Canada’s most discerning investors. His leadership and influence within the industry have earned him numerous accolades. This includes being named one of the Top 50 Advisors and Advisor of the Year – Alternative Investments by Wealth Professional. Chad has achieved CIM (Chartered Investment Manager) and is a Fellow of the Canadian Securities Institute (FCSI), the institute’s highest recognition for investment professionals.

In addition to his advisory work, Chad is the author of Beyond Traditional: Unlocking the Potential of Alternative Investments. The book reflects his commitment to investor education, and his forward-thinking approach to portfolio construction in an increasingly complex global market.

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.

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