ETF Tools

Tony’s ETF analysis and reviews have been featured in multiple North American financial and investing media platforms, including U.S. News & World Report, USA Today Blueprint, TheStreet, Benzinga, and The Motley Fool. Currently, he is the Lead ETF Analyst for ETF Central, a partnership between the NYSE and Trackinsight. Previously, he also contributed content for the ETF platforms of both the Cboe Canada and Nasdaq exchanges.

Embracing the passive investing philosophy of John Bogle and the factor investing method of Eugene Fama and Kenneth French, Tony offers insights into portfolio management, investment selection, and asset allocation strategies. Tony earned a bachelor of arts degree in Criminology from Simon Fraser University in British Columbia, Canada, graduating in 2019. In 2023, Tony completed graduate studies at Columbia University in New York City, earning a master of science degree in Enterprise Risk Management.

Tony has completed numerous Canadian Securities Courses and has his Certified ETF Advisor (CETF®) designation from The ETF Institute. When he’s not reading about ETFs or writing about them, Tony likes to fiddle with and admire his watch collection. He also frequently travels to tropical locations, where he can be found floating in the ocean and eating fruit.

John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Private Wealth Advisors and their clients by advising high net worth professionals, business owners and their families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning experience, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field.

John joined BMO Wealth Management in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He is experienced in a broad range of tax and estate planning issues, including personal, corporate, trusts, partnerships, international and cross border, and not-for-profit taxation. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media and has also consulted on developing Canadian tax legislation.

John is a Chartered Professional Accountant (CPA, CA), CFP® professional and member of the Society of Trust and Estate Practitioners (TEP). He holds a Bachelor of Commerce (B.Comm.) from Queen’s University.

Paul Riccardella is an Executive Director and Head of Wealth Indexed Investments Coverage at MSCI Inc., a publicly traded company (NYSE: MSCI) and a leading global provider of investment decision support tools including indexes, ESG/Climate, real estate and portfolio analytics. In his capacity at MSCI, Paul leads a team that works with professional investors in North America that use index tracking instruments like ETFs and Direct Index SMAs to build client portfolios. Prior to joining MSCI in 2011, Paul worked at Putnam Investments for seven years, a Boston based asset manager, where he specialized in working with due diligence and research teams at the largest wealth management firms. Paul holds an MBA from the Kellogg School of Management and a BA from Boston College along with memberships to the CFA Society and CAIA Association of Boston.