FEATURES
COVER STORY: TOP 50 ADVISORS CHAD LARSON
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MLD Wealth Management National Bank Financial Calgary, AB
Alberta has seen some tough times over the past few years, but there are plenty of advisors in the province who are still thriving – and Chad Larson of MLD Wealth Management at National Bank Financial is a prime example. Despite the oil shock that has rocked Calgary, Larson has been able to grow his business substantially – in 2016, he increased his AUM by more than $58 million, to $322 million. His abilities haven’t gone unnoticed at National Bank, either, where he’s currently a member of the President’s Club. People need financial advice when times are good, but even more so when the economy isn’t faring well, and increasingly they are coming to Larson and his partners at MLD Wealth for guidance. Appearing in our Top Portfolio Managers feature last year, Larson revealed that directing his clients toward assets other than energy stocks was a common starting point for his team.
THANE STENNER ELIE NOUR
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Nour Private Wealth Manulife Securities Oakville, ON
Once again, Manulife Securities’ Elie Nour is among our top 10 advisors; this year, he jumps six places from his 10th-place finish last year. The reason for that is simple: The founder of Nour Private Wealth has improved performance across the board when it comes to AUM growth, new clients and revenue per client. Most notable was a jump in AUM of $58 million over the past 12 months, representing an increase of 34%. Aside from those metrics, Nour is well known for his commitment to mentoring those entering the industry. It’s no secret that wealth management has a problem attracting new talent, and Nour has made it a priority in his firm to assist those making their start. “The most senior advisors in my office were personally trained by me,” he says. “These same advisors are now mentoring the new recruits we bring in from career fairs. Sixteen associates have joined my team over the past 12 months, and I hold weekly and monthly meetings with the entire branch to provide continuity in training.”
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www.wealthprofessional.ca
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StennerZohny Investment Partners+ Richardson GMP Vancouver, BC
Thane Stenner takes second place among our Top 50 Advisors thanks to his highly impressive growth in assets under management and revenue per client. The co-founder of StennerZohny Investment Partners+ has boosted his individual AUM by more than $116 million over the past 12 months – an increase of 33%. Based in Vancouver, Stenner has built a business that may not have the client count of other advisors on this list, but where quality supersedes quantity. A finalist for Advisor of the Year at last year’s Wealth Professional Awards, Stenner and his team focus on entrepreneurs and corporate executives on the higher end of the scale, usually with a net worth between $10 million and $1 billion and a minimum of $3 million in investable assets. Investors of that ilk tend to have high expectations when it comes to financial advice, but the team at StennerZohny has been able to meet them, with the numbers to prove it.