Blog Perspectives du Marché

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.

Saijal Patel is the Founder and CEO of Saij Wealth Consulting, a financial consultancy and education platform with a mission to help women create financial independence and security through the company’s online programs. She works with financial institutions to better serve the needs of female investors, and companies build effective financial wellness & inclusion programs for all employees. With more than twenty years’ experience in the financial industry in North America and Asia, Saijal is Chartered Financial Analyst (CFA) Charterholder and has held positions as a financial strategist and analyst.

Saijal is the creator and host of Strictly Money, Canada’s only national personal finance program. She’s a former business anchor and correspondent for Canada’s Business News Network (BNN), and CNBC Asia where she delivered commentary and analysis on Asian economies, stock markets and corporate news to more than 300 million households around the world. Her coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry.

Valerie Grimba runs the Global ETF Sales and Strategy team at RBC Capital Markets. In this role, she is responsible for providing solutions to help RBC’s institutional clients better understand and implement ETF strategies. She also works closely with ETF issuers to help facilitate ETF trading and create markets for their ETF products. Valerie has more than 15 years of global institutional sales and trading experience, spanning trading floors across Canada, the US and Australasia.

Valerie received her HBA with distinction from the Richard Ivey School of Business, Western University, and has attained several global market accreditations with the ability to trade on numerous international equity exchanges including Canada, the US, Australia and New Zealand.

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.

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!

Rosa is a corporate engagement practitioner with 10 years’ experience in the responsible investment industry and joined BMO GAM’s Responsible Investment team in early 2020. Rosa specializes in North American corporate governance and engaging management and board members on ESG. She leads BMO GAM’s Responsible Investment Stewardship strategy and efforts, which includes corporate engagement, proxy voting, public policy advocacy and industry collaboration. She serves on the Responsible Investment Association’s Leadership Council, the Canadian Coalition for Good Governance’s Environmental & Social Committee, Climate Engagement Canada’s Steering Committee and the Advisory Committee for the Investor Alliance for Human Rights. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.