Market Insights Blog

Matt joined the BMO ETF portfolio management team in 2012, specializing in fixed income. He is currently the team lead for all fixed income portfolios managed by BMO ETFs. In his role as portfolio manager and trader, Matt, and his team, are responsible for all segments of the fixed income market, both in Canada and internationally. Matt has over a decade of industry experience in managing and trading Canadian federal, provincial, corporate and real return bonds; US Treasury and corporate bonds, both investment grade and high yield (cash bonds and CDX); as well as, emerging market debt. Matt has spent his entire career at BMO joining the bank in 2009. Matt holds an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA Charter holder.

Pat Bolland has been in the investment industry for more than 4 decades. Pat started work on the floor of the Toronto Stock Exchange as a phone clerk for McLeod Young Weir. Over a decade he progressed through retail and institutional sales to help take MYW to a leadership position on Bay Street. Pat spent the next 25 years in media; as TV-host at BNN and SNN; on-air business editor at CNBC and CBC; radio host on CFRB; and writer for Moneysense, Sun Media and AOL. Despite all his media, business and sport ties he still gets stopped on the street, usually by someone who states … “You’re the guy with the ‘stache’!

Erin Allen has been a part of the BMO ETFs team driving growth since the beginning, joining BMO Global Asset Management in 2010 and working her way through a variety of roles gaining experience in client service, sales, and product development. For the past 5+ years, she has been working closely with capital markets desks, index providers, and portfolio managers to bring new ETFs to market that address the evolving needs of investors. More recently, Erin is committed to helping empower investors to feel confident in their investment choices through ETF education. Erin hosts the weekly ETF Market Insights broadcast, delivering ETF education to DIY investors in a clear and concise manner. Her focus is on supporting investors in their own investment journey. Erin has an honors degree from Wilfred Laurier University and her CIM designation.

With more than 25 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including ETF focused courses and Managed Accounts chapter of the CSC. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. This interaction builds on his institutional background in Managed Account platforms. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.

Jessica is a sought-after millennial money expert, Accredited Financial Counsellor Canada®, media personality, and host of the popular More Money Podcast.

Like many millennials, Jessica graduated university during the Great Recession with student loans to pay off, no job, and zero idea how money worked. As it turned out, she wasn’t alone. The lack of relatable and non-judgemental financial advice available inspired her to found MoorMoney Media Inc., a financial education company that includes online courses, her signature event series the Millennial Money Meetup®, a YouTube channel, and one of the leading podcasts in Canada with over 2 million downloads – the More Money Podcast.

Jessica is also a regular on-air TV personality on CTV News’ Mind the Gap panel and BNN Bloomberg, has been quoted by the media as a money expert hundreds of times, and often works as an influencer with big financial brands such as TD, BMO, PC Financial, and Quickbooks.

Larry M. Berman appears weekly on BNN Bloomberg’s Berman’s Call where Canadians look to him to deliver insights about market performance — with a focus on education, asset allocation, and prudent risk management.

Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter-holder, a US registered Commodity Trading Advisor (CTA), and holds a BA in Economics from York University.

With 30 years of industry experience, Larry is a is a co-founder, partner and chief investment officer of ETF Capital Management and co-founder of Quintessence Wealth. Prior to founding ETFCM, Larry was chief technical strategist and managing director for CIBC World Markets – where he was ranked as one of Canada’s “Top 3 Analysts” including #1 in fixed-income according to Brendan Wood institutional investor surveys. Larry was also a senior technical analyst for Thomson IFR in Boston and senior technical analyst and trader for Marleau, Lemire Futures in Toronto.

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.

Marina Mets heads up Fixed Income and Multi Asset Product Management & Research in the Americas. Building on her prior role in the Research team leading the Canadian Fixed Income business, Marina works closely with FTSE’s partners and key clients, including major asset owners, fund managers and investment banks to develop and broaden FTSE’s fixed income offering globally. Marina leads a team focused on targeted client engagement to design and provide index solutions, educate the market on FTSE’s index philosophy, and profile use of indexes in investment portfolios and strategies across all asset classes.

Marina has been with the Fixed Income Index business for 20 years, starting her career in the capital markets research team at Scotiabank, and continuing on with the Canada fixed income index business through its acquisition by TMX Group in 2006, and the subsequent acquisition by FTSE in 2013.

Marina holds a Bachelor of Commerce, specializing in Finance, Accounting, and Economics, from the Rotman School of Management at the University of Toronto, and is a CPA CMA.

Jonathan Chevreau runs FinancialIndependenceHub.com. He is the author of Findependence Day and co-author of Victory Lap Retirement. He was a Personal Finance Columnist for National Post from 1993-2012 and Editor-in-Chief of MoneySense Magazine from 2012-2014. He is currently the Investing Editor at Large for MoneySense and writes its monthly Retired Money column.

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.

ETF Market Insights est la principale ressource éducative au Canada pour les investisseurs canadiens en FNB de tous âges. Chaque semaine, nous explorons un nouveau sujet avec des experts en la matière, et nous invitons notre public à soumettre des questions pour obtenir des réponses réfléchies de nos panélistes.

ETF Market Insights est fièrement parrainé par BMO ETFs et a lieu tous les vendredis à 13h00 HNE. Les rediffusions de tous les épisodes sont disponibles chaque semaine après la diffusion en direct. Vous pouvez accéder aux archives ICI..

Nous avons hâte de vous éduquer chaque semaine!