People, process, and philosophy the key to our success, says top advisor

“We help entrepreneurs and businesses grow and ultimately become wealthy. We’ve been step by step with them through that entrepreneurial journey, and transitioning them into very large wealth management clients,” he said.

MLD’s team of eight is marking its fifth anniversary with GC by taking a celebratory trip. But, before it did, Larson and one of his partners, Sue Derlago, revisited their five-year plan.

“We were shocked and amazed that we met, and beat, all the targets we had set five years ago,” he said. He now wants to grow his team to 10 to 12 professionals, and he’s already planning to hire an associate portfolio manager and client communications and marketing director plus more staff for the Toronto office, so MLD can keep growing.

“I don’t believe in growth at any cost. We’re not salespeople. We are advisors and capital allocators. I have no interest in warehousing large positions,” said Larson, noting that he’s more interested in providing the full range of holistic advice for his clients, which he believes is the industry’s future.

“We want to grow smartly. We want to grow with clients who are aligned with our people, our process, and our philosophy,” said Larson. “It’s imperative that we don’t dilute our service offering and imperative that we don’t go off mandate and pivot from the kind of results and excellent reputation that we’ve built in the Canadian wealth management landscape today.”

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