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FUND SYMBOL: MID 900 / MID 950

Investment Objectives
 
The Fund's objective is to provide a stable level of income with the potential for long-term capital appreciation. At least 20% and up to 80% of the portfolio will be invested in income generating securities, which may include income trusts, preferred shares and dividend paying common equities. At least 20% and up to 80% of the portfolio will be invested in dividend paying and non-dividend paying common equity investments with the potential for capital appreciation.
 
Portfolio Advisors
 
Dean Orrico   

Dean C. Orrico Managing Director and Chief Investment Officer of Middlefield Capital Corporation. Prior to joining Middlefield in 1996, he was an account manager with The Toronto-Dominion Bank responsible for the borrowing activities of a portfolio of commercial accounts.

 
       
Rob Lauzon  

Robert F. Lauzon is Managing Director, Trading of Middlefield Capital Corporation. Prior to joining Middlefield in 2002, he worked as an Investment Executive with ScotiaMcLeod. He is an MBA graduate of the Rotman School of Management at the University of Toronto. Mr. Lauzon also holds the Chartered Financial Analyst designation.

 
 
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