Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Chris Lutes joined Middlefield Group as executive director of sales in September 2022. He is focusing on expanding Middlefield’s exchange-traded fund and mutual fund business by working with the financial advisor community across Canada.
Prior to his role at Middlefield, Lutes was district vice president, retail sales at Mackenzie Investments, where he helped grow and service multiple territories across Ontario for over 15 years, eventually focusing on the downtown Toronto core. He is a perennial first-quartile wholesaler with a proven track record of success in partnering with advisors.
Lutes graduated from the University of Guelph with a Bachelor of Commerce in Marketing Management. In 2001, he completed the Canadian Securities Course and in 2010, he completed the Life License Qualification Program. He has kept up with an ever-changing industry through multiple courses at the Canadian Securities Institute, ranging from ETFs to liquid alternative investments to private markets.
First Canadian Place, 58th Floor, PO Box 192, Toronto, ON M5X 1A6
416 362 0714
invest@middlefield.com
linkedin.com/company/middlefield-group
middlefield.com
Chris Lutes
Executive Director, Sales
Middlefield Group
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2007–2011
2011–2013
2013–2014
2015–2022
2022–present
Regional Sales Representative at Mackenzie Investments
2007–
2011
Associate Regional Sales Manager at Mackenzie Investments
2011–
2013
Regional Sales Manager at Mackenzie Investments
2013–
2014
District Vice President, Sales at Mackenzie Investments
2015–
2022
Executive Director, Sales at Middlefield Group
2023: Wealth Professional Top 50 Wholesaler
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones