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Frederick W. McCutcheon, BA (Hons.), LL.B.
Investment Advisor, Director, Wealth Management
Fred McCutcheon was born and raised in Toronto, Ontario and holds an Honours Bachelor of Arts degree in Political Science and a Bachelor of Laws degree from The University of Western Ontario. He has almost 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 five years practising corporate/commercial and securities law at a major Canadian law firm, Fraser & Beatty (which evolved into Fraser Milner Casgrain LLP and is now Dentons).
Fred serves on the Board of the James Wallace McCutcheon Foundation, founded in 1987 by his father, an esteemed Queen’s Counsel. Created to further the causes of medicine, education and research, the Foundation established the James Wallace McCutcheon Chair in Surgery for the Surgeon-in-Chief at Toronto’s University Health Network and has supported the Art Gallery of Ontario, the Royal Ontario Museum, World Wildlife Fund Canada, and numerous other charities.
To relax and keep fit, Fred enjoys skiing in winter with his wife Dale and their four kids and golfing throughout the summer.
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Dale McCutcheon, CIM
Dale McCutcheon has been in the investment industry since 1997 and holds the esteemed Chartered Investment Manager (CIM) designation as well as her insurance and options licenses. She supports our team by performing trades; handling our administrative hub; providing research assistance; preparing reports, presentations, cheques, and wires; and consolidating our clients’ financial information at tax time.
To serve our community, Dale serves as a founding Board member of the Natalia Elizondo Charitable Foundation. Dale is married to Fred and they have a daughter together and Dale is stepmother to Fred’s two sons and daughter. When Dale is not working, volunteering or skiing, she remains busy with the kids’ and their many activities.