Company Summary

As your financial needs evolve over time, you will need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. We understand this and can help.

As a member of the National Bank Financial – Wealth Management team, we draw on more than a century of know-how and are backed by one of Canada’s largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.

We offer each of our clients a personalized approach to Wealth Management. We also have a full suite of complementary financial products and services in order to meet all of your financial needs.

Source: Mayert, Larson and Derlago Wealth Management Group

Unique Value Proposition

We can help simplify things. Through a single and direct relationship with your advisor, we provide you with access to a whole world of integrated wealth management services and solutions, customized to the lifetime goals and requirements of your lifestyle, your family and your business.

Our Approach:
– Advice and Planning
– Investment and financial solutions
– Managing progress

We believe it is important to begin with your goals. Whether you are seeking to create, build or protect your wealth, our approach is to identify your gaps, risks and opportunities.

Our team can guide you through the ideas and services that are right for you. With an extensive range of services, we address wealth accumulation, wealth management and preservation, credit solutions, risk management and estate planning.
Together with our in-house team of experts and specialized partners, our approach is to analyze your portfolio, coordinate your existing holdings and design a customized strategy in alignment with your goals. That helps us to identify the right solutions for you at the right time.

We will work directly with your own personal team of advisors to ensure a fully integrated financial plan.
Our team can provide the ongoing management, monitoring and updates to keep you comfortable, confident and liberated.

Source: Mayert, Larson and Derlago Wealth Management Group

AUM ($Bil)


Year Founded


Key Personnel

Chad Larson Director, Wealth Management,
Curtis Mayert Director, Wealth Management
Sue Derlago Vice President, Senior Financial Planner
Christina Koshman, Senior Tax & Estate Planner


#2400, 520 – 3rd Ave SW
Calgary, AB T2P 0R3

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