Blog Perspectives du Marché

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.

Richard has over 19 years of experience in the financial services industry. His key responsibilities include leading growth in BMO ETFs’ business, raising product awareness, and delivering a world-class experience to investment advisors and portfolio managers. He possesses product knowledge spanning across traditional and alternative investments.

Richard previously served as Director Equity Derivatives, CRM at TMX Montréal Exchange, where he oversaw the options market. His mandate was to develop the derivatives business by helping investment advisors and investors use options. He contributed for many years to the development of the derivatives market and has held increasingly senior positions during his tenure at the Montréal Exchange, where he carried out interactions with various market participants from the buy side to the sell side. Before joining the Montréal Exchange, he was at Desjardins, onboarding and relationship management for active traders at Disnat Direct.

Richard holds a number of industry designations including Derivatives Market Specialist (DMS®), Fellow of CSI (FCSI®) and is a Chartered Alternative Investment Analyst (CAIA®) Charterholder. He is an alumnus of John Molson School of Business, Concordia University with a BComm in Finance and Management Information Systems.

Adrian is the founder of the YouTube channel « Canadian in a T-Shirt » where he creates content that breaks down topics related to personal finance, investing, taxes, credit cards and how to start a business for Canadians!  His content is easy to digest, energetic and informative and created specifically for do it yourself investors.

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).

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’!