Sector Investing

Andres Rincon heads the ETF Sales and Strategy desk at TD Securities. Mr. Rincon advises both institutional and wealth investors on ETF strategies, publishes a broad array of ETF publications, and works with TD’s ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division on the options sales desk. After four years leading equity derivatives sales and research in London, England, Andres moved back to Toronto. In 2016 Andres took on the task of expanding TD Securities’ ETF strategy platform. He is also a Chartered Market Technician (CMT).

Alfred Lee is a portfolio manager and investment strategist at BMO ETFs, where he currently leads the index equity team, a team which currently manages some of the largest ETFs in Canada. In addition to his portfolio manager duties, Alfred also serves as the investment strategist for the team, putting together trade ideas and model portfolios for institutional and retail clients. Prior to moving to equities, Alfred was a lead portfolio manager on the entire fixed income BMO ETF line up and also spent a year seconded to the Bank of Canada, managing their Provincial Bond Purchase Program (PBPP), one of the central bank’s emergency asset purchase programs in 2020. Prior to joining BMO, Alfred worked at two other Canadian banks as a research analyst, focusing on macro-economics and ETFs and also worked in an institutional consultant practice of a major bank.

Jennifer has been with BMO Capital Markets Economics for over two decades and is perhaps best known for her analysis on the U.S. economy, as well as her commentary analyzing financial market and economic activity in Europe and Japan. Her entertaining, easy-to-understand and call-it-like-it-is writing style has earned her a devoted following. Jennifer is also one of the primary authors of the Department’s hugely popular daily AM Notes, providing analysis of major global economic and political events. She is also co-author of Rates Scenario, covering currencies and markets outside of the U.S. and Canada. Jennifer is also a regular in the media and is a frequent guest on Bloomberg.

Prior to joining BMO, Jennifer was an economist at another Canadian bank for a few years in economic research. Jennifer graduated from the University of Waterloo with a Bachelor of Arts degree in Economics.

Camilo Gil joined CIBC Capital Markets in 2010. He recently took on expanded accountability leading CIBC Capital Markets’ Canadian Delta 1 derivative business in addition to his role as head of ETF and Retail Block Trading. In this capacity, Mr. Gil is responsible for institutional sales, market-making and risk management across all ETF asset classes.

Mr. Gil’s team advises existing ETF manufacturers and new market entrants, and continues to play an integral role in the launch of new ETF products.

Mr. Gil’s experience includes specialized knowledge of exchange traded funds, market structure, market-making, arbitrage, direct market access (DMA), algorithmic trading, electronic connectivity and execution. He was instrumental in the launch and development of CIBC’s capital markets capabilities and client relationships in Latin America.

Previous to his current role, Mr. Gil developed and maintained relationships with institutional accounts and hedge funds in relation to DMA, algorithmic trading and electronic connectivity.

Mr. Gil is an active supporter of United Way and participates in a number of community events and sponsorships annually. He graduated from McMaster University with a Bachelor of Commerce degree with Honours.

Greg Walker is Director, ETF Capital Markets and Strategic Relationships at BMO Global Asset Management. Before re-joining BMO, Walker was head of institutional ETF sales for Vanguard Investments Canada Inc. and global head of ETF distribution at RBC Capital Markets. He also served as executive vice-president and head of institutional and national accounts at Evolve ETFs and was head of iShares business development at BlackRock Asset Management Canada

Greg started his career at Bank of Montreal and has held various investment roles including high yield debt analyst and portfolio manager in a fixed income investment management group specializing in credit risk assets.

Mr. Walker earned an HBA in economics and financial management from Wilfrid Laurier University. He is a CFA® charterholder and has held positions on a number of investment industry boards, including the Buy-Side Investment Management Association (BIMA), Canadian Security Traders Association (CSTA) and the board of Women in Capital Markets (WCM).

Ellen Roseman is a journalist who sticks up for ordinary Canadians. She’s been advocating for consumer rights for the past 40 years.

When you hear about consumer issues in Canada, you can’t avoid finding references to Ellen Roseman. She’s become a brand name for activism and a champion at helping consumers fight back against injustices. People praise her direct, down to earth and common sense writing style.

Ellen’s personal finance and consumer columns appeared in the Toronto Star for 20 years until 2019.

She was the Star’s business editor for two years (1997-1998). Before that, she was with the Globe and Mail as a columnist and associate managing editor of the Report on Business.

Her books, Money 101: Every Canadian’s Guide to Personal Finance, and Money 201: More Personal Finance Advice for Every Canadian, are an easy-to-understand introduction to personal finance for those of us who are short of time and money.

She’s the author of four other books, Ellen Roseman’s Money Guide for Modern Families, Canadian Parent’s Sourcebook, Canadian Consumers’ Survival Book and Consumer, Beware! The most recent book is Fight Back: 81 Ways to Help You Save Money and Protect Yourself from Corporate Trickery.

She’s been teaching courses in investing and personal finance at the University of Toronto’s continuing studies department since 2004. Her specialties are learning how to invest for beginners and how to become a smart consumer.

Ellen is a former board chair and current director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada). She also hosts the MoneySaver Podcast, sponsored by Canadian MoneySaver magazine.