Middlefield Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Canada · 51-200 Employees
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Overview
Headquarters
812 Memorial Dr N. W, Calgary, Alberta, ...Phone Number
(415) 835-1308Website
www.middlefield.comRevenue
$34.8 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
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May
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ZI Rank
2
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2
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2
About Middlefield Group
Middlefield Group, founded in 1979 and headquartered in Alberta, Canada, is a provider of flow-through share funds and financial services. The company specializes in investment management with a focus on delivering positive after-tax returns. As a public company operating in both B2B and B2C markets, Middlefield Group offers various financial products and services across multiple locations in North America.Explore more
Middlefield Group Org Chart
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Company Profile Activity
Activity Insights
Middlefield Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Middlefield Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Middlefield Group.
Middlefield Group financials insights
Gather financial insights about Middlefield Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Stock Offering
$92M
Middlefield Group Tech Stack
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Most Recent Scoops
Event
Person-Based
Shane Obata, Executive Director, Investments and Portfolio Manager, appeared on a podcast called "In the Money with Amber Kanwar" on 11/13/2025. Topics discussed include AI stocks, tech earnings, investment strategies.
Events, Podcast
Event
Person-Based
Robert Lauzon, Chief Investment Officer, appeared on a podcast called "In the Money with Amber Kanwar" on 10/28/2025. Topics discussed include Dividend stocks, energy investing, market opportunities.
Events, Podcast
Open Position
Facilities Relocation / Expansion
Middlefield Group is planning to move its offices in June 2022. The move will impact approximately 50 employees at their existing office located at 100 King St W, Toronto, ON.
Facilities Relocation/Expansion
Initial Public Offering (IPO)
Middlefield Group News & Media
Discovery 2026 Short Duration LP Closing August 12, 2026 – Maximum $35,000,000
TORONTO, July 29, 2026 (GLOBE NEWSWIRE) -- Middlefield, on behalf of Discovery 2026 Short Duration LP (“Discovery 2026” or the “Partnership”), is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery 2026 Class A and Class F units. The offering is being made in each of the provinces of Canada. Closing is scheduled for August 12, 2026.Discovery 2026 Short Duration LP Closing August 12, 2026 – Maximum $35,000,000
TORONTO, July 29, 2026 (GLOBE NEWSWIRE) -- Middlefield, on behalf of Discovery 2026 Short Duration LP (“Discovery 2026” or the “Partnership”), is pleased to announce that it has filed a final prospectus relating to the initial public offering of Discovery 2026 Class A and Class F units. The offering is being made in each of the provinces of Canada. Closing is scheduled for August 12, 2026.Middlefield Income Plus Class ETF Series Distributions
TORONTO, July 23, 2026 (GLOBE NEWSWIRE) -- Middlefield Income Plus Class ETF Series (TSX: MIPC) (the “Fund”) is pleased to announce that distributions for the third quarter of 2026 will be payable to unitholders of Middlefield Income Plus Class ETF Series as follows:Middlefield Short Duration Bond Plus ETF Distributions
TORONTO, July 23, 2026 (GLOBE NEWSWIRE) -- Middlefield Short Duration Bond Plus ETF (TSX: MSBP) (the “Fund”) is pleased to announce that distributions for the third quarter of 2026 will be payable to unitholders of Middlefield Short Duration Bond Plus ETF as follows:
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Frequently Asked Questions Regarding Middlefield Group
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Middlefield Group, founded in 1979 and headquartered in Alberta, Canada, is a provider of flow-through share funds and financial services. The company specializes in investment management with a focus on delivering positive after-tax returns. As a public company operating in both B2B and B2C markets, Middlefield Group offers various financial produ... Read More
