Rob Lauzon
Directeur en chef des Investissements chez GLOBAL HEALTHCARE DIVIDEND FUND
Fortune : 299 957 $ au 30/06/2024
Profil
Mr. Robert F.
Lauzon, CFA MBA, is a Managing Director at Middlefield Capital Corp.
(Securities), a Managing Director & Chief Investment Officer at Middlefield Capital Corp., an Advisor at Discovery 2021 Short Duration LP, a Chairman & President at MFL Management Ltd., a Chairman, President & Chief Compliance Officer at MRF 2017 Resource LP, a Chairman, President & Chief Executive Officer at Discovery 2017 Flow-Through LP, a Chief Executive Officer & Director at Global Innovation Dividend Fund, a Chief Investment Officer at Global Healthcare Dividend Fund, a Chief Investment Officer at Real Estate Split Corp., a Chief Investment Officer & Managing Director at International Clean Power Dividend Fund and a President & Chief Executive Officer at Les Aciers Sofatec, Inc. He is on the Board of Directors at Global Innovation Dividend Fund and Global Real Estate & E-Commerce Dividend Fund.
Mr. Lauzon holds an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, Ontario, a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, and holds the designation of Chartered Financial Analyst.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
0,60% | 03/06/2024 | 31 200 ( 0,60% ) | 299 957 $ | 30/06/2024 |
MRF 2021 Resource LP
 MRF 2021 Resource LP Investment Trusts/Mutual FundsMiscellaneous MRF 2021 Resource LP operates as an investment fund. Its objective is to achieve capital appreciation and tax benefits by investing in equity securities of Canadian companies involved in the resource sector. The company was founded on December 16, 2020 and is headquartered in Calgary, Canada. 0,40% | 09/04/2021 | 8 000 ( 0,40% ) | 0 $ | 31/01/2021 |
MRF 2017 Resource LP
 MRF 2017 Resource LP Investment Trusts/Mutual FundsMiscellaneous MRF 2017 Resource LP is a closed-end investment trust. The company objective is to provide investors with capital appreciation and significant tax benefits to enhance after-tax returns, including the deductibility of 100% of their original investment. It intends to achieve these objectives by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian exploration, development and production companies involved primarily in the oil and gas and mining sectors. The company was founded on December 19, 2016 and is headquartered in Calgary, AB. 0,43% | 27/04/2017 | 6 000 ( 0,43% ) | 0 $ | 31/08/2018 |
MRF 2023 Resource LP
inf% | 27/04/2023 | 5 000 ( inf% ) | 0 $ | 31/01/2023 |
MRF 2020 Resource LP
 MRF 2020 Resource LP Financial ConglomeratesFinance MRF 2020 Resource LP operates as an investment vehicle, which intends to invest in flow-through securities of resource companies in accordance with defined investment objectives, strategies and criteria. The company was founded on December 19, 2019 and is headquartered in Calgary, CA. inf% | 28/04/2020 | 14 000 ( inf% ) | - $ | Aujourd'hui |
Discovery 2020 Short Duration LP
 Discovery 2020 Short Duration LP Financial ConglomeratesFinance Discovery 2020 Short Duration LP engaged in the provision of investment services. Its objective is to achieve capital appreciation and tax benefits to enhance after-tax returns to limited partners by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian gold mining companies. The company was founded on August 20, 2020 and headquartered in Calgary, Canada. inf% | 25/09/2020 | 8 000 ( inf% ) | - $ | Aujourd'hui |
Discovery 2017 Flow-Through LP
 Discovery 2017 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Discovery 2017 Flow-Through LP engages as an unit investment trust, which engages in the investment in flow-through shares. Its objective is to enhance after-tax returns to limited partners by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian exploration, development, and production companies involved primarily in the oil and gas, and mining sectors. The company was founded on March 17, 2017 and is headquartered in Calgary, Canada. inf% | 28/11/2017 | 8 000 ( inf% ) | - $ | Aujourd'hui |
Discovery 2019 Short Duration LP
 Discovery 2019 Short Duration LP Financial ConglomeratesFinance Discovery 2019 Short Duration LP operates as an investment company. Its investment objective is to achieve capital appreciation and significant tax benefits to enhance after-tax returns to Limited Partners by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian mining companies. The company was founded in August 2, 2019 and is headquartered in Calgary, Canada. inf% | 21/11/2019 | 7 000 ( inf% ) | - $ | Aujourd'hui |
Mrf 2019 Resource LP
 Mrf 2019 Resource LP Financial ConglomeratesFinance Mrf 2019 Resource LP is an investment company. The company was founded on January 11, 2019 and is headquartered in Calgary, Canada. inf% | 30/04/2019 | 8 000 ( inf% ) | - $ | Aujourd'hui |
Postes actifs de Rob Lauzon
| Sociétés | Poste | Début |
|---|---|---|
| GLOBAL REAL ESTATE & E-COMMERCE DIVIDEND FUND | Directeur/Membre du Conseil | - |
| REAL ESTATE SPLIT CORP. | Directeur en chef des Investissements | - |
| GLOBAL HEALTHCARE DIVIDEND FUND | Directeur en chef des Investissements | - |
| E SPLIT CORP. | Directeur en chef des Investissements | - |
Middlefield Capital Corp.
 Middlefield Capital Corp. Investment ManagersFinance Middlefield Capital Corp. (Middlefield Capital) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was founded by Murray J. Brasseur in 1979 and is a subsidiary of Middlefield Group. Middlefield Capital offers institutional, professional and individual investors a variety of investment solutions which includes Exchange Traded Funds (ETFs), Mutual Funds, Closed-End Funds, Split-Share Funds and Flow-through LPs. | Directeur en chef des Investissements | 01/01/2002 |
Discovery 2017 Flow-Through LP
Discovery 2017 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Discovery 2017 Flow-Through LP engages as an unit investment trust, which engages in the investment in flow-through shares. Its objective is to enhance after-tax returns to limited partners by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian exploration, development, and production companies involved primarily in the oil and gas, and mining sectors. The company was founded on March 17, 2017 and is headquartered in Calgary, Canada. | Directeur Général | - |
Les Aciers Sofatec, Inc.
 Les Aciers Sofatec, Inc. Metal FabricationProducer Manufacturing Les Aciers Sofatec, Inc. manufactures machinery and mechanical welding of steel parts. Its services include steel ducting and piping, scrubbers, kiln dryers, refractory lined cyclones, hoppers and chutes. The company was founded in 1997 and is headquartered in Sainte-Anne-des-Plaines, Canada. | Directeur Général | - |
Global Innovation Dividend Fund
 Global Innovation Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Global Innovation Dividend Fund operates as closed-end investment fund. It primarily comprises of dividend-paying securities of global issuers focused on, involved in, or that derive a significant portion of their revenue from, the development or commercialization of products or services related to major technological innovations including the use of blockchain technology. The company was founded in the year1979 and is headquartered in Calgary, Canada. | Directeur en chef des Investissements | - |
Discovery 2021 Short Duration LP
 Discovery 2021 Short Duration LP Financial ConglomeratesFinance Discovery 2021 Short Duration LP operates as an investment company. It intends to invest primarily in flow-through securities of Canadian mining companies in accordance with defined investment objectives, strategies and criteria. The company was founded on August 11, 2021 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
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Anciens postes connus de Rob Lauzon
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Formation de Rob Lauzon
| Rotman School of Management | Masters Business Admin |
| Wilfrid Laurier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| REAL ESTATE SPLIT CORP. | Finance |
| Entreprise privées | 33 |
|---|---|
Middlefield Capital Corp.
Middlefield Capital Corp. Investment ManagersFinance Middlefield Capital Corp. (Middlefield Capital) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was founded by Murray J. Brasseur in 1979 and is a subsidiary of Middlefield Group. Middlefield Capital offers institutional, professional and individual investors a variety of investment solutions which includes Exchange Traded Funds (ETFs), Mutual Funds, Closed-End Funds, Split-Share Funds and Flow-through LPs. | Finance |
MRF 2014 Resource LP
 MRF 2014 Resource LP Financial ConglomeratesFinance MRF 2014 Resource LP provided investors with capital appreciation and significant tax benefits. The company was founded on December 19, 2013 and was headquartered in Calgary, Canada. | Finance |
YIELDPLUS Income Fund
 YIELDPLUS Income Fund Investment Trusts/Mutual FundsMiscellaneous YIELDPLUS Income Fund operates as a closed-end investment fund/investment trust. Its objectives are to pay monthly distributions to unit holders; to return at least the original issue price of the units to unit holders upon termination of the Fund; and to enhance long-term total return through capital appreciation of the investment portfolio. The Fund invests in a diversified portfolio of energy, real estate, financials, materials, utilities, metals and miming, industrials and consumer discretionary. YIELDPLUS Income Fund was founded on September 15, 2004 and is headquartered in Calgary, Canada. | Miscellaneous |
ACTIVE Resources Income Fund
 ACTIVE Resources Income Fund Investment Trusts/Mutual FundsMiscellaneous ACTIVE Resources Income Fund is an open-ended investment fund. It engages in the business of distributing monthly payments and enhancing long-term total return by investing in a diversified portfolio of dividend paying energy companies. The company was founded on October 27, 2004 and is headquartered in Calgary, Canada. | Miscellaneous |
Pathfinder Income Fund
 Pathfinder Income Fund Investment Trusts/Mutual FundsMiscellaneous Pathfinder Income Fund is a closed-end investment fund/investment trust. The fund provides investors with exposure to convertible debenture securities of Canadian issuers. Its investment objective is to pay monthly distributions to unit holders on a tax-advantaged basis and maximize total after-tax returns for unit holders over the life of the fund. Pathfinder Income Fund was founded on October 28, 2009 and is headquartered in Calgary, Canada. | Miscellaneous |
REIT INDEXPLUS Income Fund
 REIT INDEXPLUS Income Fund Investment Trusts/Mutual FundsMiscellaneous REIT INDEXPLUS Income Fund is a closed-end investment fund/investment trust. It provides unitholders with monthly cash distributions. The firm combines indexing and active portfolio management and entails investing primarily in securities of issuers in the Canadian real estate sector. The company was founded on March 25, 2011 and is headquartered in Calgary, Canada. | Miscellaneous |
Middlefield Ltd.
 Middlefield Ltd. Financial ConglomeratesFinance Middlefield Ltd. engages in the investment services. It develops and implements all aspects of the partnership communications, marketing and distribution strategies and manages the ongoing business, investment and administrative affairs of the partnership. The company is headquartered in Calgary, Canada. | Finance |
MBN Corp.
 MBN Corp. Investment Trusts/Mutual FundsMiscellaneous MBN Corp. is an investment management company, which engages in the management of investment products for individual and institutional investors. Its products include mutual funds, closed-end funds, private and public resource funds, and real estate funds. The company was founded on June 1, 2007 and is headquartered in Calgary, Canada. | Miscellaneous |
ENERGY INDEXPLUS Dividend Fund
 ENERGY INDEXPLUS Dividend Fund Investment Trusts/Mutual FundsMiscellaneous ENERGY INDEXPLUS Dividend Fund is a closed-end investment fund/investment trust. The firm provides investors with low cost exposure to the energy sector through a combination of indexing and active portfolio management. Middlefield Ltd. serves as the manager of the fund. The company was founded on June 29, 2011 and is headquartered in Calgary, Canada. | Miscellaneous |
| MFL Management Ltd. | |
COMPASS Income Fund
 COMPASS Income Fund Investment Trusts/Mutual FundsMiscellaneous COMPASS Income Fund operates as a closed-end investment trust in Canada. Its investment objective is to provide unitholders with a stable stream of monthly distributions. The Fund invests in a diversified portfolio comprised primarily of high yielding equity securities of issuers operating in various industries and geographic regions. The company was founded on February 15, 2002 and is headquartered in Calgary, Canada. | Miscellaneous |
INDEXPLUS Income Fund
 INDEXPLUS Income Fund Investment Trusts/Mutual FundsMiscellaneous INDEXPLUS Income Fund operates as closed-ended investment fund, which intends to invests in a diversified portfolio of securities which will consist of securities of issuers that are constituents of the Index in the same proportion, to the extent possible, as they comprise the Index. The fund seeks to invest in fixed income securities including bonds, debentures, commercial paper, corporate notes, medium term notes and other debt securities or evidences of indebtedness. It was founded on July 29, 2003 and is headquartered in Calgary, Canada. | Miscellaneous |
Middlefield Can-Global REIT Income Fund
 Middlefield Can-Global REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous iddlefield Can-Global REIT Income Fund is a closed-end investment trust, which engages in the provision of investment services for real estate sectors. It intends to provide unit holders with monthly cash distributions and enhance long-term total return through capital appreciation. The company was founded on October 26, 2012 and is headquartered in Calgary, Canada. | Miscellaneous |
American Core Sectors Dividend Fund
 American Core Sectors Dividend Fund Investment Trusts/Mutual FundsMiscellaneous American Core Sectors Dividend Fund operates as a closed-end investment trust. Its investment objectives are to provide unitholders with stable monthly cash distributions and long-term total return through capital appreciation of the fund’s investment portfolio. The company was founded on November 28, 2013 and is headquartered in Calgary, Canada. | Miscellaneous |
| Middlefield Resource Corp. | |
Uranium Focused Energy Fund
 Uranium Focused Energy Fund Investment Trusts/Mutual FundsMiscellaneous Uranium Focused Energy Fund is a closed-end investment fund. The fund invests predominantly in securities of issuers that operate in or have exposure to the uranium sector, supplemented with securities of other energy related issuers that operate in or have exposure to the energy sector. The fund has been designed to capitalize on the view that the uranium sector will continue to provide attractive opportunities for investment over the next several years. It was founded on February 27, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
MINT Income Fund
 MINT Income Fund Investment Trusts/Mutual FundsMiscellaneous MINT Income Fund is a closed-end investment trust. It involves in investing in portfolio of equity income securities as well as non-dividend paying securities which have capital appreciation potential. The investment objectives of the fund is to provide unit holders with a high level of sustainable income and a cost effective method of minimizing the risk of investing in high income securities. The company was founded on March 13, 1997 and is headquartered in Calgary, Canada. | Miscellaneous |
Middlefield Healthcare & Life Sciences Dividend Fund
 Middlefield Healthcare & Life Sciences Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Middlefield Healthcare & Life Sciences Dividend Fund is a closed end investment company. Its investment objective is to provide investors stable monthly cash distributions and enhanced long term return through capital appreciation of its investment portfolio. The company was founded on July 21, 2017 and is headquartered in Calgary, Canada. | Miscellaneous |
Les Aciers Sofatec, Inc.
Les Aciers Sofatec, Inc. Metal FabricationProducer Manufacturing Les Aciers Sofatec, Inc. manufactures machinery and mechanical welding of steel parts. Its services include steel ducting and piping, scrubbers, kiln dryers, refractory lined cyclones, hoppers and chutes. The company was founded in 1997 and is headquartered in Sainte-Anne-des-Plaines, Canada. | Producer Manufacturing |
MRF 2015 Resource LP-CEE Units
 MRF 2015 Resource LP-CEE Units Investment Trusts/Mutual FundsMiscellaneous MRF 2015 Resource LP-CEE Units a limited partnership units of two separate non-redeemable investment funds, each with a separate portfolio of assets (CDE Unit and CEE Unit). The CEE Units and the CDE Units each represent units of a separate non-redeemable investment fund for securities law purposes with its own investment. Its main investment objective is to achieve capital appreciation and significant tax benefits to enhance after-tax returns. The company is headquartered in Calgary, Canada. | Miscellaneous |
Global Healthcare Dividend Fund
 Global Healthcare Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Global Healthcare Dividend Fund is a closed-end investment trust, which objectives are to provide quarterly cash distributions and long-term total returns. It invests in dividend paying securities of global issuers operating in, or deriving a significant portion of their revenue or earnings from, the healthcare industry. The company was founded on September 24, 2014 and is headquartered in Calgary, Canada. | Miscellaneous |
Global Dividend Growers Income Fund
 Global Dividend Growers Income Fund Investment Trusts/Mutual FundsMiscellaneous Global Dividend Growers Income Fund is a closed-end investment trust. Its objective is to provide unit holders with stable monthly cash distributions and to grow distributions over time and enhance long-term total return through capital appreciation of the its investment portfolio. The company was founded on February 26, 2013 and is headquartered in Calgary, Canada. | Miscellaneous |
Middlefield Healthcare & Wellness Dividend Fund
 Middlefield Healthcare & Wellness Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Middlefield Healthcare & Wellness Dividend Fund is a closed-end investment fund, which focuses in securities related to products and services in the field of healthcare, wellness and related businesses. Its investment objective of stable monthly cash distributions, and enhanced long-term total return through capital appreciation. The company was founded on September 20, 2016 and is headquartered in Alberta, Canada. | Miscellaneous |
MRF 2017 Resource LP
MRF 2017 Resource LP Investment Trusts/Mutual FundsMiscellaneous MRF 2017 Resource LP is a closed-end investment trust. The company objective is to provide investors with capital appreciation and significant tax benefits to enhance after-tax returns, including the deductibility of 100% of their original investment. It intends to achieve these objectives by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian exploration, development and production companies involved primarily in the oil and gas and mining sectors. The company was founded on December 19, 2016 and is headquartered in Calgary, AB. | Miscellaneous |
Discovery 2017 Flow-Through LP
Discovery 2017 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Discovery 2017 Flow-Through LP engages as an unit investment trust, which engages in the investment in flow-through shares. Its objective is to enhance after-tax returns to limited partners by investing in an actively managed, diversified portfolio comprised primarily of equity securities of Canadian exploration, development, and production companies involved primarily in the oil and gas, and mining sectors. The company was founded on March 17, 2017 and is headquartered in Calgary, Canada. | Miscellaneous |
Discovery 2014 Flow-Through LP
 Discovery 2014 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Discovery 2014 Flow-Through LP is a non redeemable investment fund. Its investment objective is to achieve capital appreciation and significant tax benefits to enhance after tax returns to limited partners by investing in an actively managed, diversified portfolio of equity securities of Canadian exploration, development and production companies involved in the resource sector. The company was founded on February 7, 2014 and is headquartered in Calgary, Canada. | Miscellaneous |
Global Innovation Dividend Fund
Global Innovation Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Global Innovation Dividend Fund operates as closed-end investment fund. It primarily comprises of dividend-paying securities of global issuers focused on, involved in, or that derive a significant portion of their revenue from, the development or commercialization of products or services related to major technological innovations including the use of blockchain technology. The company was founded in the year1979 and is headquartered in Calgary, Canada. | Miscellaneous |
US Dividend Growers Income Corp.
 US Dividend Growers Income Corp. Investment Trusts/Mutual FundsMiscellaneous US Dividend Growers Income Corp. engages in objectives of maximizing long-term total return through investment in dividend paying equity and fixed income od U.S. issuers. The company was founded on January 30, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
Global Real Estate & E-Commerce Dividend Fund
 Global Real Estate & E-Commerce Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Global Real Estate & E-Commerce Dividend Fund engages in the provision of investment services. It intends to provide stable monthly cash distributions; and (ii) enhanced long-term total return through capital appreciation of the Fund’s investment portfolio. The company was founded on October 25, 2018 and is headquartered in Calgary, Canada. | Miscellaneous |
Discovery 2021 Short Duration LP
Discovery 2021 Short Duration LP Financial ConglomeratesFinance Discovery 2021 Short Duration LP operates as an investment company. It intends to invest primarily in flow-through securities of Canadian mining companies in accordance with defined investment objectives, strategies and criteria. The company was founded on August 11, 2021 and is headquartered in Toronto, Canada. | Finance |
International Clean Power Dividend Fund
 International Clean Power Dividend Fund Investment Trusts/Mutual FundsMiscellaneous International Clean Power Dividend Fund is a non-redeemable investment fund for purposes of Canadian securities legislation. Its investment objectives are to provide holders of units with stable monthly cash distributions and enhanced long-term total return through capital appreciation of the Fund's investment portfolio. The company is headquartered in Calgary, Canada. | Miscellaneous |
MRF 2015 Resource LP-CDE Units
 MRF 2015 Resource LP-CDE Units Investment Trusts/Mutual FundsMiscellaneous MRF 2015 Resource LP-CDE Units a limited partnership units of two separate non-redeemable investment funds, each with a separate portfolio of assets (CDE Unit and CEE Unit). The CEE Units and the CDE Units each represent units of a separate non-redeemable investment fund for securities law purposes with its own investment. Its main investment objective is to achieve capital appreciation and significant tax benefits to enhance after-tax returns. The company is headquartered in Calgary, Canada. | Miscellaneous |
E Split Corp.
 E Split Corp. Investment Trusts/Mutual FundsMiscellaneous E Split Corp. is a mutual fund company investing in common shares of Enbridge, Inc. Its investment objective is to pay the holders fixed and cumulative quarterly cash distribution and also the opportunity for capital appreciation through exposure to the portfolio. The company was founded on May 17, 2018 and is headquartered in Toronto, Canada. | Miscellaneous |
