Don Lato

Portfolio Manager-Equities at

Cardinal Point Capital Management ULC

Finance

Consumer Services

Commercial Services

Profile

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).

Don Lato active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/03/2025

All active positions of Don Lato

Former positions of Don Lato

Companies	Position	End
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.	Portfolio Manager-Equities	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.	Portfolio Manager-Equities	-

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Training of Don Lato

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Linked companies

Private companies	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

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