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| Middlefield
Resource Funds |
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| Middlefield’s
experience includes management of a joint venture and two partnerships engaged
in oil and gas exploration and development, co-founding Morrison Middlefield
Resources Limited, a TSX listed oil and gas company, and management of 45
partnerships which have raised and invested over $1.5 billion in flow-through
shares of resource and renewable energy companies. |
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| Middlefield Resource
Funds are designed to provide investors with capital appreciation and
significant tax benefits to enhance after-tax returns, including the
deductibility of 100% of their original investment in the year of purchase.
Middlefield Resource Funds focus on TSX listed oil & gas and mining
companies with strong growth strategies led by experienced management teams. At
maturity, the Funds are rolled tax-free into the multi-class family of
Middlefield Mutual Funds Limited.
Investors may then redeem their Mutual Funds or switch tax-free amongst the
various classes. |
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Dennis
da Silva is a Managing Director, Mutual Funds and a Senior Portfolio
Manager of Middlefield Capital Corporation, where he has been employed since
1994. Mr. da Silva brings over 17 years of investment management experience to
his role in overseeing Middlefield's mutual fund operations and is a lead
portfolio manager on a number of investment funds with a focus on
growth-oriented resource equities. Prior to joining Middlefield, Mr. da Silva
worked at a Canadian Schedule I bank and prior to that, with United Financial
Limited. Mr. da Silva is an MBA graduate of the Schulich School of Business
(York University). |
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Robert F. Lauzon is Managing Director, Western
Canada of Middlefield Group and is based in Middlefield's Calgary office. Mr.
Lauzon has been employed by Middlefield Capital Corporation since 2002. Mr.
Lauzon is the lead portfolio manager on a number of investment funds focused on
the energy, mining and equity income sectors and is responsible for overseeing
Middlefield's trading operation. Mr. Lauzon is an MBA graduate of the Rotman
School of Management (University of Toronto) and holds the Chartered Financial
Analyst designation. Prior to joining Middlefield in 2002, he worked as an
Investment Executive with ScotiaMcLeod. |
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Understanding Tax Advantaged Investments  |
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| Trade-Matching Statement |
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