Middlefield Group

Recognizing Canada’s best wealth management wholesalers

Wealth Professional showcases 50 of the country's most dedicated and accomplished wholesalers

Top 50 Best Wealth Management Wholesalers in Canada 2023

Leading wealth management wholesalers on what works in changing market conditions

Capitalizing on the digital age

The work-from-home revolution provides significant opportunities for investors in areas like cybersecurity and cloud computing, writes Middlefield Group’s Shane Obata

Why investors must be 'selective' in the new year

Middlefield Group CIO expects a discerning approach to be the most successful in 2021

Wealth Professional 8.02

WP takes a deep dive into seven products that are pushing ETFs in new directions in fixed income, alternatives, socially responsible investing and more

Middlefield Group embracing the 'new' staples

Traditional consumer staples are not offering the same growth opportunity as these household names

Canada’s fixed-income ETFs fared well in first quarter

The period also saw shrinking appetite for equities, frenzied product development, and new providers

Middlefield to expand ETF platform

The firm is mulling the conversion of two more of its actively managed strategies

Fund firms announce conversions to ETFs

The changes are expected to provide cost-effective, investor-friendly access to investment strategies

Middlefield unveils 2019 limited partnership

The active, diversified portfolio of Canadian resource companies offers investors capital appreciation and tax benefits