CENTRE DE FORMATION

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.

Chris has over two decades of experience in the investment industry and currently serves as portfolio manager for derivative-based and equity-based portfolios. This includes the management and trading of options on Canadian, US and European equities and ETFs. He also manages various cross-asset portfolios, which include Canadian and US fixed income and global equities. He has taken on numerous roles since joining BMO Financial Group in 2002, including Manager of Investments for BMO Asset Management Inc. where he was responsible for mutual fund manager monitoring and selection. In this role, he was also responsible for overseeing the currency hedging program across the mutual fund platform. Chris holds a BBA from York University’s Schulich School of Business and is a CFA charterholder.

Omanand is a portfolio manager on the BMO ETF team focusing on equity, derivatives-based and multi-asset portfolios. Prior to joining BMO Asset Management Inc., Omanand was a Portfolio Manager at TD Asset Management on the Asset Allocation team where he provided ongoing risk management and tactical/strategic portfolio design of fund-of-fund solutions. He also helped develop new innovative solutions and manage option strategies. He holds a Bachelor of Mathematics from the University of Waterloo and is a CFA Charterholder.

Dr. Mark Soth completed training in respirology and critical care medicine at McMaster University in 2006 and is currently an Associate Professor in the Department of Medicine there. He led the development of his hospital ICU service into a multi-service Department of Critical Care at St Joseph’s Healthcare Hamilton. Currently, he serves as Department Chief and mentors other developing physician leaders. He has supported other physician and allied health leaders within his department to grow world class multi-disciplinary research and methodology programmes. Mark has a recognized passion for education and has won several clinical teaching awards. He is also a leader in curriculum development and was a founding co-chair of the Canadian Critical Care Review Course (CCCR) and the Mechanical Ventilation Workshop at CCCR. After a decade in these leadership roles, he has now shifted his focus to develop and deliver curriculum to improve physician financial health, career development, and well-being.

Graham MacKenzie is the Head of Exchange Traded Products and leads the ETF and Structured Product businesses at the TMX. In this role, Graham is not only tasked with growing the TSX’s ETF footprint but also focused on nurturing and fostering the adoption and use of ETFs in Canadian investment portfolios. Graham joined the TMX after an 18 year career as an equity trader that included managing multiple trading businesses. During this time he was at CIBC where his responsibilities included Portfolio Trading, Head of the Retail Execution Services and Retail Block Trading desks. Prior to CIBC, Graham worked at RBC Capital Markets where he was a pioneer in the Canadian portfolio trading business. At both CIBC and RBC, Graham was responsible for managing corporate trading relationships and advised issuers on corporate buybacks, building toehold positions and disposing minority stakes. He began his trading career as an options trader on the floor of the Toronto Stock Exchange with RBC. Graham and his wife, Michèle, are the founders of Ready, Set, Play Children’s Charity which is a Toronto based charity that provides funding for underprivileged children to participate in recreational sports and dance.

ETF Market Insights is Canada’s leading educational resource for Canadian ETF investors of all ages. Each week we explore a new topic with subject matter experts, and we invite our audience to submit questions for thoughtful responses from our panellists.

ETF Market Insights is proudly sponsored by BMO ETFs and occurs every Friday at 1:00PM EST. Replays of all episodes are available each week after the live broadcast. You can access the archive HERE.

We look forward to educating you each week!

Brandon Beavis was one of the youngest people in Canada to become licensed as an Investment Advisor, at the age of 20. After a few years working at his father’s investment firm, he decided to take his knowledge directly to the DIY investor by using YouTube as a platform to share his investment knowledge and expertise. He has grown his channel Brandon Beavis Investing to one of the largest Canadian-focused personal finance and investing channels with over 180k subscribers in addition to educational resources on The Investing Academy, which has empowered over 1,500+ Canadians to educate themselves on personal finance via video courses, live session, Q&As, and community chatrooms.

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.

As the founder and leader of Sparx, Hamish has always been drawn to big ideas and impactful projects. He has a knack for puns: he once convinced a potato to fall in love with an onion – the secret was to teach them how to be mutually a-peeling.

At SparxTrading.com, we believe DIY investors deserve access to quality, objective information about online brokerage industry that services them. By constantly researching, monitoring and compiling data into an easy to access format, SparxTrading.com has become Canada’s leading and most comprehensive website for DIY investors to compare discount brokerages as well as to get the latest information on deals & promotions offered by Canadian online brokers.