Wednesday, September 08, 2010
Separately Managed Wrap Accounts
Laketon acts as the investment advisor to the following investment mandates for the clients of the following organizations:

BMO Nesbitt Burns - Advance and Architect Programs   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Corporate Bonds (PDF: 38kb)


    • CIBC Wood Gundy - Investment Consulting Service   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • CPA Securities - GoldLeaf Investment Program   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • Dundee Securities - Vintage Investment Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Equity (Growth) (PDF: 45kb)


    • HSBC Securities (Canada) - Diamond Portfolio   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • Macquarie Private Wealth - IMA Platform   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • National Bank Correspondent - Catalyst Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Enhanced Dividend Equity (PDF: 41kb)


    • OceanRock Capital Partners - Portfolio Management Services   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Equity (Growth) (PDF: 45kb)

  • Canadian Enhanced Dividend Equity (PDF: 41kb)

  • Total Equity (Growth) (PDF: 52kb)


    • Provisus Wealth Management - Transcend Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Equity (Growth) (PDF: 45kb)

  • Canadian Enhanced Dividend Equity (PDF: 41kb)

  • Total Equity (Growth) (PDF: 52kb)

  • Setanta Global Equity

    Raymond James - Partners Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Government Fixed Income (PDF: 41kb)


    • RBC Dominion Securities - Access Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Corporate Bonds (PDF: 38kb)


    • Richardson GMP - SMA Program   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • TD Waterhouse - Premier Managed Portfolios   view website »
  • Canadian Fixed Income (PDF: 54kb)


    • Wellington West - Waterfront Account Program   view website »
  • Canadian Fixed Income (PDF: 54kb)

  • Canadian Enhanced Dividend Equity (PDF: 41kb)

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    Laketon releases statement required under National Instrument 24-101

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