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Chad Larson
Chad Larson is Partner and Senior Portfolio Manager with MLD Wealth. With a formal educational background in Economics, Chad's investment philosophy is deeply rooted in a macroscopic view of the global landscape, meticulously analyzing economies and industries to uncover unique growth opportunities. As the driving force behind one of Canada's premier multi-family offices, Chad leverages his extensive network and unrivaled access to some of the world's largest and hard to access investment managers and alternative investment partners. This enables him to craft innovative investment strategies tailored to the needs of high-net-worth clients, drawing upon the skills of top-tier professionals across the globe. He collaborates closely with this diverse network, including traders, analysts, and portfolio managers, to harness their collective insights and identify investment prospects. Chad's unparalleled dedication to wealth preservation, income generation, and sustained growth has solidified his esteemed reputation throughout his illustrious career. His visionary approach to wealth management has consistently delivered, positioning him as a trusted advisor and thought leader in the industry. Under Chad's stewardship, MLD Wealth has achieved remarkable success, garnering acclaim as one of the leading multi-family offices in Canada.
Bureau: Toronto
Jerome Li
Jerome brings over 25 years of industry experience. He is recognized consistently for performance excellence and exhibits strength in company-level analysis, capital markets, and client relations. He holds the Chartered Financial Analyst (CFA®) and Chartered Investment Manager (CIM®) designations, and is a Fellow of the Canadian Securities Institute (FCSI®). He is currently finishing the Financial Modeling & Valuation Analyst (FMVA®) Certification.
Bureau: Toronto
Jake Lindblad
Jake brings a thoughtful, solutions-oriented approach to SIG’s portfolio management, financial planning, client communication, and business development efforts. He also plays a key role in succession, estate planning, and M&A initiatives, and is licensed to provide insurance solutions. He holds a Bachelor of Commerce with a specialization in finance from Carleton University. Outside the office, he enjoys golf and spending time with family and friends.
Bureau: Ottawa
Brian Lonsdale
Brian brings over 26 years of investment experience and a deep commitment to helping clients achieve their financial goals. He specializes in financial planning and discretionary portfolio management, combining his knowledge in capital markets with a focus on personalized investment and estate planning strategies. Brian holds the CFP, CIM® and FCSI designations. He is also insurance and options licensed.
Bureau: Ottawa
John Lysnes
John has been helping his clients reach their financial goals since 1997. He takes great pride in establishing long-term, meaningful client relationships. His clients value his work ethic and the time he takes getting to know them beyond their financial needs. John has over 25 years’ experience as an independent business owner and entrepreneur. He studied Business Administration at Thunder Bay’s Lakehead University, and earned a Bachelor of Economics degree from Wilfrid Laurier University in Waterloo.
Bureau: Waterloo
William MacInnes
Originally from Cape Breton, Nova Scotia, Will began working with Canaccord Genuity Wealth Management in Toronto in 2012. Will creates bespoke solutions for high net worth individuals and families focusing on wealth management and wealth preservation strategies.
Bureau: Toronto
Mike Magreehan
While every client is unique, they often share a common desire – confidence in knowing the decisions they make today will have a positive impact on their lifestyle in the future. Whether their intentions are to grow and protect hard-earned assets, care for their family, community or charitable causes, or pay less tax, clients appreciate Mike’s thorough approach and attention to detail in the solutions he recommends. Mike works closely with business owners, professionals and retirees in crafting a customized financial strategy map to ensuring his clients stay on track to reach their desired outcome. They are busy and successful people who are devoted to their family, their faith, and their future, while Mike’s role is to ensure that their finances are professionally prioritized and meticulously managed.
Bureau: Waterloo
Julia McClintock
Julia plays a key role in driving client relationships, financial planning, and portfolio management at Sutherland Investment Group. She brings nearly a decade of industry experience, beginning her career at Connor, Clark & Lunn Private Capital Ltd. in Vancouver before joining the team in Ottawa. Julia holds a B.A. (Honours) in Applied Economics from Queen’s University and the Chartered Investment Manager (CIM®) designation. Outside of work, Julia is passionate about staying active through running, cycling, and golf. She also volunteers with Dress for Success Ottawa.
Bureau: Ottawa
Fred McCutcheon
Fred has 20 years of experience in the full-service investment industry, providing investment advice and wealth management services to a wide range of corporate, charitable and individual clients. Prior to joining the investment industry, Fred spent almost 5 years practicing corporate/commercial and securities law at a major Canadian firm.
Bureau: Toronto
Mark O'Reilly
Mark is a seasoned wealth advisor with the wisdom and clarity that comes from decades of demonstrated success at helping families navigate the complexities of growing serious wealth. His busy clients appreciate that he is doing everything possible to ensure their wealth is being managed in the most effective way possible. They also like to enjoy a little fun and dry humour along the way. Several are still practicing their professions and most have been with him for many years.
Bureau: Toronto
Stephen Polonoski
Stephen is the senior investment advisor on The Polonoski Team. Stephen initially began his career on Bay Street in Toronto before moving with his family to the Region of Waterloo. Stephen has earned two degrees from Lakehead University and several designations from the Canadian Securities Institute. The Polonoski Team is happy to serve its’ global clientele fluently in English, French, and Spanish. The Polonoski team would like to speak to you regarding customized wealth management solutions to meet your objectives
Bureau: Waterloo
Michael Schachter
Michael leverages over two decades of experience in the legal and financial services industries to plan wealth management strategies that help minimize risk and tax impacts. Michael also assists affluent investors in developing their philanthropic legacy. He holds a bachelor of Law degree from the University of Alberta; a Master’s of Business Administration (MBA) degree from Wilfred Laurier University and the Canadian Investment Manager (CIM) designation.
Bureau: Toronto