MEET OUR TEAM
 

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.

   

Dale McCutcheon, CIM

Associate

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.

Jason Middleton

Individual Insurance Consultant

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

* Insurance services offered through Richardson GMP Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.