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.

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.

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.

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.

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.

Kornel is the host of the Build Wealth Canada Podcast, and has been featured for paying off his mortgage in only 6 years while still in his 20s, and becoming one of Canada’s youngest retirees at the age of 32. He now runs a top personal finance and investing podcast created specifically for Canadians with well over 1.4 million downloads, as well as one of Canada’s largest personal finance and investing conferences. There he interviews the top personal finance experts to share their best practices, tips and tactics when it comes to investing and financial planning in Canada.

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.

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.

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’!

Adriano has been investing on his own since 2011 and tried many different investing techniques, eventually focusing exclusively on “Income Oriented” Investing starting in 2018. A major investment in 2019 (Home Sale) led to Financial Independence (FIRE) at 34 years old. In March 2020, Adriano and his wife Erica created the YouTube Channel Passive Income Investing which has over 40k subscribers. This channel showcases their “Income Oriented” approach which is designed to generate high passive income by investing in ETFs and Funds that hold quality companies and use income enhancing strategies such as covered call ETFs.