Sector Investing

Andres Rincon heads the ETF Sales and Strategy desk at TD Securities. Mr. Rincon advises both institutional and wealth investors on ETF strategies, publishes a broad array of ETF publications, and works with TD’s ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division on the options sales desk. After four years leading equity derivatives sales and research in London, England, Andres moved back to Toronto. In 2016 Andres took on the task of expanding TD Securities’ ETF strategy platform. He is also a Chartered Market Technician (CMT).

Danielle has been part of the BMO ETF Team for over six years working in ETF product development and strategy. She engages with the exchanges, capital markets desks, index providers and portfolio managers to bring ETFs to market while working closely with the BMO sales team to provide ETF support and education to investors.

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.

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.

Jennifer has been with BMO Capital Markets Economics for over two decades and is perhaps best known for her analysis on the U.S. economy, as well as her commentary analyzing financial market and economic activity in Europe and Japan. Her entertaining, easy-to-understand and call-it-like-it-is writing style has earned her a devoted following. Jennifer is also one of the primary authors of the Department’s hugely popular daily AM Notes, providing analysis of major global economic and political events. She is also co-author of Rates Scenario, covering currencies and markets outside of the U.S. and Canada. Jennifer is also a regular in the media and is a frequent guest on Bloomberg.

Prior to joining BMO, Jennifer was an economist at another Canadian bank for a few years in economic research. Jennifer graduated from the University of Waterloo with a Bachelor of Arts degree in Economics.

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).

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.