![Don Lato](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Don Lato
Gestore di Portafoglio-Azioni presso
Cardinal Point Capital Management ULC
Profilo
Mr. Don Lato is a Portfolio Manager at Cardinal Point Capital Management ULC.
He spent most of his investment career as a Financial Advisor at CIBC Wood Gundy and Midland Walwyn Inc. where he was a Vice President and Director while also broadening his investment acumen as an institutional equity salesperson.
He transitioned from CIBC Wood Gundy to join Goodreid Investment Counsel in 2005 as a Portfolio Manager and Director.To this end, the synergistic acquisition of Padlock by Dorchester Wealth Management in October 2023 and the merger of Dorchester with Cardinal Point in March 2025.
He completing a B.Sc.
Pharmacy at the University of Toronto (1976) and an MBA at Western University (formerly University of Western Ontario) (1980).
Posizioni attive di Don Lato
| Società | Posizione | Inizio |
|---|---|---|
Cardinal Point Capital Management ULC
 Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Gestore di Portafoglio-Azioni | 01/03/2025 |
Precedenti posizioni note di Don Lato
| Società | Posizione | Fine |
|---|---|---|
Dorchester Wealth Management Co.
 Dorchester Wealth Management Co. Investment ManagersFinance Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations. | Gestore di Portafoglio-Azioni | 01/03/2025 |
Investment Dealers Association of Canada
 Investment Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Regulates investment dealers, securities trading, and regulations enforcement services | Corporate Officer/Principal | - |
Goodreid Investment Counsel Corp.
 Goodreid Investment Counsel Corp. Investment ManagersFinance Goodreid employs a consistent, disciplined investment process to ensure that a client’s portfolio is made up of quality debt offerings and some of the world's best companies. Their investment universe includes common stocks issued by domestic and foreign companies, bonds issued by governments and domestic companies and preferred shares issued by domestic companies. Asset allocation is personalized for each individual client to ensure the appropriate balance between capital appreciation and preservation. | Gestore di Portafoglio-Azioni | - |
Formazione di Don Lato
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester is a value manager that employs a fundamentally conservative investment approach and seeks above average, risk-adjusted, long-term rates of return. Most of their portfolios are comprised of mid- to large-cap, high quality equity and fixed-income securities. Broad, global themes are discussed regularly with a view to taking advantage of any top-down insight that may be understood. They will sell a position if the company unadvisedly changes strategy or fails to meet their expectations. | Finance |
Goodreid Investment Counsel Corp.
Goodreid Investment Counsel Corp. Investment ManagersFinance Goodreid employs a consistent, disciplined investment process to ensure that a client’s portfolio is made up of quality debt offerings and some of the world's best companies. Their investment universe includes common stocks issued by domestic and foreign companies, bonds issued by governments and domestic companies and preferred shares issued by domestic companies. Asset allocation is personalized for each individual client to ensure the appropriate balance between capital appreciation and preservation. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Dealers Association of Canada
Investment Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Regulates investment dealers, securities trading, and regulations enforcement services | Commercial Services |
Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC Investment ManagersFinance Cardinal Point’s investment strategies are customized to their clients’ risk tolerance and goals and then they work to fully integrate them into their tax, financial and estate planning initiatives. | Finance |
