The World’s Top Financial Experts (TM)

 

October 11th (Wed), 2017
Robert Kavcic
Director & Senior Economist
BMO Capital Markets

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October 11th (Wed), 2017
Srikanth Iyer
Managing Director, Systematic Strategies
Guardian Capital LP

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May 3rd (Wed), 2017
Andrew Marchese, BSc, MBA
Chief Investment Officer & Portfolio Manager
Fidelity (Canada) Asset Management ULC

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February 14th (Tues), 2017
Tristan Sones, CFA
Vice-President & Portfolio Manager
AGF Investments

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November 21st (Mon), 2016
Sébastien McMahon, M. Sc. Écon., PRM, CFA
Economist
Industrial Alliance Investment Management Inc.

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September 19th (Mon), 2016
Matthew Pauls, CFA
Vice-President & Director
TD Asset Management Inc.

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September 19th (Mon), 2016
Julien Palardy, M.Sc., CFA
Vice President
TD Asset Management Inc.

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September 19th (Mon), 2016
Jimmy Xu, CFA
Vice President
TD Asset Management Inc.

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September 19th (Mon), 2016
Haining Zhu, CFA, MBA, MSFE
Vice President
TD Asset Management Inc.

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July 21st (Thurs), 2016
Peter J. Frost, MBA, CFA
SVP & Portfolio Manager
AGF Investments

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May 18th (Wed), 2016
Ronald Charles “Chuck” Martin Jr., CFA
Chief Financial Officer & Portfolio Manager
FFCM, LLC
Boston, MA, USA

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April 21st (Thurs), 2016
The Honourable Charles Sousa
Ontario Minister of Finance

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March 9th (Wed), 2016
Stephen Lingard, MBA, CFA
Managing Director, Manager and Asset Research,
Franklin Templeton Multi-Asset Strategies
Co-Lead Portfolio Manager, Quotential Portfolios

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February 10th (Wed), 2016
Srikanth Iyer
Managing Director, Systematic Strategies
Guardian Capital LP

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January 21st (Thurs), 2016
Michael Lee-Chin
Founder & Chairman, Portland Holdings Inc.
Chairman, National Commercial Bank of Jamaica

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January 5th (Tues), 2016
Warren Jestin
Senior Vice President & Chief Economist
Scotiabank

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January 5th (Tues), 2016
Beata Caranci
Vice President & Chief Economist
TD Bank Group

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November 23rd (Mon), 2015
Sebastien McMahon
Economist
Industrial Alliance Investment Management Inc.

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November 23rd (Mon), 2015
Maarten H. Bloemen
Executive Vice President
Portfolio Manager, Research Analyst
Templeton Global Equity Group

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October 20th (Tues), 2015
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.

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October 15th (Thurs), 2015
Steven Shepherd, CFA
VP, Investment Strategist & Portfolio Manager
BMO Asset Management Inc.

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October 15th (Thurs), 2015
Chris McHaney, CFA
VP & Portfolio Manager
Global Structured Investments
BMO Asset Management Inc.

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October 15th (Thurs), 2015
Robert Kavcic
Vice President & Senior Economist
BMO Capital Markets

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September 30th (Wed), 2015
Julien Palardy, M.Sc., CFA
Vice President
TD Asset Management Inc.

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September 30th (Wed), 2015
Jean Masson, Ph.D.
Managing Director
TD Asset Management Inc.

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September 30th (Wed), 2015
Bruce Cooper, CFA
Chief Investment Officer, TD Asset Management Inc.
Senior Vice President, TD Bank Group

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September 29th (Tues), 2015
Joshua Rank, CFA
Portfolio Manager
Principal Global Investors

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September 29th (Tues), 2015
Myles Bradshaw, CFA
Head of Global Aggregate Strategies
Amundi Asset Management (London)

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September 29th (Tues), 2015
Jeremy Peng, MBA, CFA, CAIA
Director & Portfolio Management
NEI Investments

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September 29th (Tues), 2015
Daniel Solomon, M.Sc Finance, CFA
Chief Investment Officer & Senior Vice President
NEI Investments

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September 23rd (Wed), 2015
Michael Martel
Managing Director
Head of Portfolio Management Americas
Investment Solutions Group (ISG)
State Street Global Advisors, LLC

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June 11th (Thurs), 2015
Paul Johnson
Vice President & Senior Portfolio Manager, Global Equities
RBC Global Asset Management Inc.

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May 7th (Thurs), 2015
Sal Guatieri
Director & Senior Economist
BMO Capital Markets

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May 7th (Thurs), 2015
Greg Gipson, M. Econ, M. OR
Senior Vice-President
Head of Portfolio Management, Systematic Equities Investments
BMO Global Asset Management Inc.

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May 7th (Thurs), 2015
Jeremy Fehr
Portfolio Manager
BMO Tactical Global Bond ETF Fund
BMO Tactical Global Equity ETF Fund

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April 27th (Mon), 2015
Walter McCormick
Senior Managing Director & Senior Portfolio Manager
Manulife Asset Management (U.S.), LLC

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April 27th (Mon), 2015
Thomas C. Goggins, CFA
Managing Director & Portfolio Manager
Manulife Asset Management (U.S.), LLC

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April 27th (Mon), 2015
Terry Carr
Head of Canadian Fixed Income
Manulife Asset Management Limited

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April 27th (Mon), 2015
Philip Petursson
Managing Director, Portfolio Advisory Group
Manulife Asset Management Limited

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April 27th (Mon), 2015
Doug McGraw
Managing Director & Portfolio Manager
Manulife Asset Management (U.S.), LLC

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April 27th (Mon), 2015
Alan Wicks, CFA
Senior Managing Director & Senior Portfolio Manager
Manulife Asset Management Limited

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April 9th (Thurs), 2015
Dr. Mohamed A. El-Erian, B.A., M.A., M.Phil, Ph.D.
Chief Economic Advisor, Allianz SE
Former Chief Executive & Co-Chief Investment Officer, PIMCO
Chair, President’s Global Development Council (President Barack Obama)

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April 8th (Wed), 2015
The Honourable
Joseph Oliver, PC, MP
Minister of Finance

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April 1st (Wed), 2015
J. Patrick Bradley
Senior Vice President, Investment Research
Brandywine Global Investment Management, LLC
Philadelphia, PA, USA

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March 19th (Thurs), 2015
Ernesto Ramos, Ph.D.
Managing Director, Head of Equities
BMO Asset Management U.S.

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Feb 18th (Wed), 2015
Wilcox Chan, CFA, FRM, CAIA
Vice President & Director
TD Asset Management Inc.

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https://youtu.be/xggZW8Gv6Lw

Feb 12th (Thurs), 2015
Kevin R. Hall, CFA
Managing Director & Senior Portfolio Manager Canadian Equity
Guardian Capital LP

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January 14th (Wed), 2015
David Stonehouse, B.Sc., MBA, CFA
Vice-President & Portfolio Manager
Acuity Investment Management Inc.

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January 14th (Wed), 2015
Andy Kochar, CFA
Associate Portfolio Manager
Acuity Investment Management Inc.

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January 13th (Tues), 2015
Greg Gipson, M. Econ, M. OR
Vice President
Head of Portfolio Management, Global Equities
BMO Asset Management Inc.

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January 6th (Tues), 2015
Douglas Porter, CFA
Chief Economist & Managing Director
BMO Capital Markets

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January 6th (Tues), 2015
Warren Jestin, M.A., Ph.D.
Senior Vice-President & Chief Economist
Scotiabank

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January 6th (Tues), 2015
Craig Wright
Senior Vice President & Chief Economist
RBC Financial Group

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December 2nd (Tues), 2014
John Priestman
Managing Director
Guardian Capital LP

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December 2nd (Tues), 2014
Douglas Porter, CFA
Chief Economist & Managing Director
BMO Capital Markets

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Nov 30th (Sun), 2014
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.

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Nov 26th (Wed), 2014
Greg Gipson, M. Econ, M. OR
Vice President
Head of Portfolio Management, Global Equities
BMO Asset Management Inc.

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Nov 25th (Tues), 2014
Bill Tilford, M.Math
Head of Quantitative Investments
RBC Global Asset Management Inc.

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Nov 24th (Mon), 2014
Rebecca Hazan, CFA
Associate Portfolio Manager
Leon Frazer & Associates Investment Counsel

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Nov 24th (Mon), 2014
Ryan Bushell, CFA, CIM
Portfolio Manager
Leon Frazer & Associates Investment Counsel

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Nov 24th (Mon), 2014
Sébastien Mc Mahon, M. Sc. Écon., PRM, CFA
Économiste
Industrielle Alliance, Assurance et services financiers inc.

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Nov 20th (Thurs), 2014
Bruce Croxon
Co-Founder
Round13 Capital

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Nov 12th (Wed), 2014
The Honourable
Joseph Oliver, PC, MP
Minister of Finance

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Nov 4th (Tues), 2014
Raman Srivastava, CFA
Co-Deputy Chief Investment Officer
Managing Director, Global Fixed Income
Standish Mellon Asset Management Company LLC
Boston, MA, USA

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October 30th (Thurs), 2014
Michael Missaghie, CFA
Senior Portfolio Manager
Sentry Investments

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October 30th (Thurs), 2014
Mason Granger, CFA
Portfolio Manager
Sentry Investments

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October 30th (Thurs), 2014
Kevin MacLean, CFA
Senior Vice-President
Senior Portfolio Manager
Sentry Investments

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October 30th (Thurs), 2014
Gajan Kulasingam, CFA
Portfolio Manager
Sentry Investments

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October 30th (Thurs), 2014
Dennis Mitchell, MBA
Executive Vice-President
Chief Investment Officer
Sentry Investments

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October 30th (Thurs), 2014
Sean M. Driscoll, MBA
Co-Chief Executive Officer
Sentry Investments

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October 30th (Thurs), 2014
Sandy McIntyre
Co-Chief Executive Officer
Sentry Investments

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October 30th (Thurs), 2014
John F. Driscoll
Founder and Chairman
Sentry Investments

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Oct 23rd (Thurs), 2014
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.

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Oct 23rd (Thurs), 2014
Nick Langley
Co-Chief Executive Officer
Co-Chief Investment Officer
RARE Infrastructure Limited
Sydney, NSW, Australia

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Oct 23rd (Thurs), 2014
Nicholas Leach, CFA
Vice President, Global Fixed Income, High Yield
CIBC Asset Management Inc.

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Oct 23rd (Thurs), 2014
Patrick O’Toole, CFA, CGA
Vice-President, Global Fixed Income
CIBC Asset Management

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Oct 22nd (Wed), 2014
Alain Bergeron, CFA, CMT
Portfolio Manager
Senior Vice President, Investment Management
Team Lead, Mackenzie Asset Allocation Team
Head of Alternative Strategies
Mackenzie Investments

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Oct 22nd (Wed), 2014
Philip Taller, MBA, CFA
Vice President, Investment Management
Portfolio Manager, Mackenzie Growth Team
Mackenzie Investments

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Oct 22nd (Wed), 2014
Langton C. (Tony) Garvin, CFA
Senior Vice President, Investments
F-Squared Investments
Wellesley, Massachusetts, USA

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Oct 21st (Tues), 2014
Steven Shepherd
Vice President
Portfolio Manager & Investment Strategist
BMO Global Asset Management

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Oct 21st (Tues), 2014
Alfred Lee
Vice President
Portfolio Manager & Investment Strategist
BMO Global Asset Management

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Oct 3rd (Fri), 2014
Charles Edwardes-Ker
Vice President and Director
TD Asset Management Inc.

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Oct 3rd (Fri), 2014
Doug Warwick
Managing Director
TD Asset Management Inc.

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Oct 3rd (Fri), 2014
David Sykes
Managing Director
TD Asset Management Inc.

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Sept 11th (Thurs), 2014
Kevin R. Hall, CFA
Managing Director & Senior Portfolio Manager Canadian Equity
Guardian Capital LP

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June 23rd (Mon), 2014
Brad Katsuyama
President & Chief Executive Officer
IEX Group Inc.

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June 23rd (Mon), 2014
Tony Genua
Senior Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Tom Nakamura, CFA
Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Stephen Way, CFA
Senior Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Rory Flynn, CFA
Chief Investment Officer
AGF International Advisors Company Ltd.

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June 23rd (Mon), 2014
Peter Imhof, CIM
Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Michael White, CFA
Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Brian Madden, CFA, CFP
Vice-President and Portfolio Manager
AGF Investments Inc.

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June 23rd (Mon), 2014
Bob McDermott
Senior Vice President
Director of Advisor Solutions
F-Squared Investments
Wellesley, MA, USA

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June 18th (Wed), 2014
Paul Orlander
President
TD Mutual Funds

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June 18th (Wed), 2014
Satish Rai
Chief Investment Officer, TD Asset Management Inc.
Senior Vice President, TD Bank Group

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June 18th (Wed), 2014
Eric Sappenfield
Managing Director
Portfolio Manager & Senior Research Analyst
Epoch Investment Partners, Inc.

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June 18th (Wed), 2014
Doug Warwick
Managing Director
TD Asset Management Inc.

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June 18th (Wed), 2014
David Sykes
Managing Director
TD Asset Management Inc.

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June 17th (Tues), 2014
Robert Pemberton
Managing Director
TD Asset Management Inc.

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June 17th (Tues), 2014
Jean Masson
Managing Director
TD Asset Management Inc.

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June 17th (Tues), 2014
Dino Bourdos
Managing Director
TD Asset Management Inc.

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June 17th (Tues), 2014
Craig Gaskin
Managing Director
TD Asset Management Inc.

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June 17th (Tues), 2014
Craig Alexander
Senior Vice President & Chief Economist
TD Bank Group

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June 17th (Tues), 2014
Bruce Cooper
Vice Chair
TD Asset Management Inc.

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June 17th (Tues), 2014
Anish Chopra, CA, CFA
Managing Director
TD Asset Management Inc.

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June 11th (Wed), 2014
Matthew Oldroyd, CFA
Vice President
Client Portfolio Manager
American Century Investments
Kansas City, Missouri, USA

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May 27th (Tues), 2014
Stu Kedwell
Senior Vice President and Senior Portfolio Manager, Canadian Equities
Co-Head, Canadian Equity Committee
RBC Global Asset Management Inc.

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May 13th (Tues), 2014
Jeff Sujitno, CPA, CA, CIM
Vice President & Portfolio Manager
IA Clarington Investments Inc.

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May 9th (Fri), 2014
Lea Koiv, B.Comm, CMA, CA, CFP, TEP
National Director, Retail Tax and Estate Planning
Standard Life Investments

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May 9th (Fri), 2014
Kevin Troup
Investment Director, Global Equities
Standard Life Investments
Edinburgh, United Kingdom

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May 6th (Tues), 2014
Steven Shepherd
Vice President
Investment Strategist and Portfolio Manager
BMO Global Asset Management

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April 24th (Thurs), 2014
Oscar Belaiche, HBA, FICB, CFA
Senior Vice President & Portfolio Manager
1832 Asset Management L.P.

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April 24th (Thurs), 2014
Michael McHugh, BA (Hons.), MA, CFA
Vice-President and Portfolio Manager
1832 Asset Management L.P.

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April 24th (Thurs), 2014
Noah Blackstein, BA, CFA
Vice-President and Portfolio Manager
1832 Asset Management L.P.

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April 24th (Thurs), 2014
Myles Zyblock, BA (Hons.), MA, CFA
Chief Investment Strategist
1832 Asset Management L.P.

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April 6th (Sun), 2014
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc

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April 3rd (Thurs), 2014
The Honourable Charles Sousa
Minister of Finance (Ontario)
Chair of the Treasury Board/Management Board of Cabinet

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February 4th (Tues), 2014
Sergei Strigo
Head of Emerging Market Debt & Currency
Amundi Asset Management (London Branch)
London, United Kingdom

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January 28th (Tues), 2014
Kenneth Lowe, CFA
Portfolio Manager
Matthews International Capital Management, LLC
San Francisco, California, USA.

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January 27th (Mon), 2014
Jeff Sujitno, CPA, CA, CIM
Vice President & Portfolio Manager
IA Clarington Investments Inc.

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January 27th (Mon), 2014
Dan Bastasic, MBA, CFA
Lead Portfolio Manager
IA Clarington Investments Inc.

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January 15th (Wed), 2014
Bhim Asdhir
President & CEO
EXCEL Funds Management Inc.

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January 15th (Wed), 2014
David Kunselman, CFA
Senior Portfolio Manager
EXCEL Funds Management Inc.

January 15th (Wed), 2014
Christine Tan, MBA, CFA
Portfolio Manager
EXCEL Funds Management Inc.

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January 15th (Wed), 2014
Vikas Gautam
Chief Executive Officer & Head Global Offshore Business
Aditya Birla Sun Life Asset Management Company Pte. Ltd
Singapore

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January 15th (Wed), 2014
Mihir Vora, CFA
Chief Investment Officer – Offshore
Birla Sun Life Asset Management Company Limited
Mumbai, India.

Mihir_Vora_Jeffrey_Tam_Toronto_Wealth_Group_0114

January 7th (Tues), 2014
Warren Jestin, M.A., Ph.D.
Senior Vice-President & Chief Economist
Scotiabank

Warren_Jestin_Jeffrey_Tam_Toronto_Wealth_Group_0114

January 7th (Tues), 2014
Douglas Porter, CFA
Chief Economist & Managing Director
BMO Capital Markets

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January 7th (Tues), 2014
Craig Wright
Senior Vice President & Chief Economist
RBC Financial Group

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January 7th (Tues), 2014
Avery Shenfeld
Managing Director & Chief Economist
CIBC World Markets

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January 7th (Tues), 2014
Derek Burleton
Vice President & Deputy Chief Economist
TD Bank Financial Group

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November 21st (Thurs), 2013
P. Adam Smalley
Senior Portfolio Manager, Fixed Income
Stanton Asset Management

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November 21st (Thurs), 2013
Connor O’Brien
President & Chief Investment Officer
Stanton Asset Management

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November 21st (Thurs), 2013
Kevin O’Leary
Chairman
O’Leary Funds

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November 14th (Thurs), 2013
Jeff Helsing, MBA
Senior Vice President & Product Manager
Newport Beach office
PIMCO

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November 14th (Thurs), 2013
Fiona Wilson, MBA, CFA
Portfolio Manager – Systematic Strategies
Guardian Capital LP

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November 14th (Thurs), 2013
Larry M. Berman, CMT, CFA
Portfolio Manager, BMO Tactical Dividend ETF Fund

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November 4th (Mon), 2013
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.

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October 29th (Tues), 2013
Peter C. McCarthy
President & CEO
BMO Life Assurance Company

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October 29th (Tues), 2013
Michael Gregory, CFA
Deputy Chief Economist
BMO Capital Markets

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October 24th (Thurs), 2013
Jean Masson
Managing Director
TD Asset Management Inc.

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October 24th (Thurs), 2013
David Pearl
Executive Vice President, Co-Chief Investment Officer & Portfolio Manager
Epoch Investment Partners

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October 17th (Thurs), 2013
Aubrey Hearn, CFA
Vice-President and Senior Portfolio Manager
Sentry Investments

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October 17th (Thurs), 2013
Blair M. Driscoll, MBA
Associate Portfolio Manager
Sentry Investments

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October 17th (Thurs), 2013
Dennis Mitchell
Executive Vice-President & Chief Investment Officer
Sentry Investments

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October 17th (Thurs), 2013
Sandy McIntyre
Co-Chief Executive Officer
Sentry Investments

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October 17th (Thurs), 2013
Sean M. Driscoll, MBA
Co-Chief Executive Officer
Sentry Investments

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October 9th (Wed), 2013
Nadim Rizk, MBA, CFA
Vice President
Senior Portfolio Manager, Foreign Equities
Fiera Capital

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October 1st (Tues), 2013
Tiff Macklem
Senior Deputy Governor
Bank of Canada

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September 26th (Thurs), 2013
Blake C. Goldring, M.S.M., LL.D., CFA
Chairman and Chief Executive Officer
AGF Management Limited

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September 24th (Tues), 2013
John Goldsmith, MBA, CFA, CIM, FCSI
Vice President
Deputy Head of Equities
Montrusco Bolton Investments Inc.

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September 18th (Wed), 2013
Connor O’Brien
CEO & Chief Investment Officer
Stanton Asset Management

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September 5th (Thurs), 2013
Richard (Rick) E. Waugh
President and Chief Executive Officer
Scotiabank

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July 10th (Wed), 2013
Kevin R. Hall, CFA
Managing Director, Canadian Equity
Guardian Capital LP

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June 11th (Tues), 2013
Sonya Gulati
Senior Economist
TD Bank Group

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May 13th (Mon), 2013
Michael R. Simpson, CFA
Vice President & Senior Portfolio Manager
Sentry Investments

Michael_R_Simpson_Sentry_Investments_Jeffrey_Tam_Toronto_Wealth_Group_0513

May 13th (Mon), 2013
Oscar Belaiche, HBA, FICB, CFA
Senior Vice President & Portfolio Manager
1832 Asset Management L.P.

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May 13th (Mon), 2013
Sadiq S. Adatia
Chief Investment Officer
Sun Life Global Investments

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May 13th (Mon), 2013
Rick Headrick
President
Sun Life Global Investments (Canada) Inc.

Rick_Headrick_Sun_Life_Global_Investments_Jeffrey_Tam_Toronto_Wealth_Group_0513

May 8th (Wed), 2013
Philippe Langham
Head, Emerging Markets Equities & Senior Portfolio Manager
RBC Global Asset Management (UK) Ltd.

Philippe_Langham_Jeffrey_Tam_Toronto_Wealth_Group_0513

May 8th (Wed), 2013
Laurence Bensafi, CFA
Deputy Head
Emerging Markets Equities
RBC Global Asset Management (UK) Ltd.

Laurence_Bensafi_Jeffrey_Tam_Toronto_Wealth_Group

April 15th (Mon), 2013
Oscar Belaiche, HBA, FICB, CFA
Senior Vice President & Portfolio Manager
1832 Asset Management L.P.

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April 15th (Mon), 2013
Noah Blackstein, BA, CFA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

Noah_Blackstein_Jeffrey_Tam_Toronto_Wealth_Group_0413

April 15th (Mon), 2013
Marc-Andre Gaudreau, CPA, CGA, CFA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

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April 15th (Mon), 2013
Domenic Bellissimo, MBA, CFA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

Domenic_Bellissimo_Jeffrey_Tam_Toronto_Wealth_Group_0413

April 15th (Mon), 2013
David L. Fingold, BSc. Management
Vice-President & Portfolio Manager
1832 Asset Management L.P.

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April 10th (Wed), 2013
Robert Gorman, CFA
Chief Portfolio Strategist
TD Waterhouse Canada Inc.

robert_j_gorman_td_wealth_jeffrey_tam_toronto_wealth_group_0413

March 7th (Thurs), 2013
Tristan Sones, CFA
Vice-President & Portfolio Manager
AGF Investments

Tristan_Sones_Jeffrey_Tam_Toronto_Wealth_Group_0313

January 29th (Tues), 2013
Sam Baldwin, CFA
Portfolio Manager, Systematic Strategies
Guardian Capital LP

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January 24th (Thurs), 2013
Wilmot George Jr., CFP, TEP, CHS
Director, Tax & Estate Planning
Mackenzie Financial Corporation

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January 24th (Thurs), 2013
Philip Taller, MBA, CFA
Vice President, Investment Management
Portfolio Manager, Mackenzie Growth Team
Mackenzie Investments

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January 22nd (Tues), 2013
Peter J. Frost, CFA
Vice-President & Portfolio Manager
AGF Investments

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November 29th (Thurs), 2012
Jack Ablin
Chief Investment Officer
BMO Private Bank U.S. & Macro Strategy
BMO Global Asset Management U.S.

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November 29th (Thurs), 2012
George Patterson
Senior Vice President & CIO, Quantamental Strategies
BMO Asset Management Inc.

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November 29th (Thurs), 2012
Srikanth Iyer
Managing Director
Guardian Capital LP

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November 29th (Thurs), 2012
Nishant Upadhyay
Portfolio Manager
New York Office, PIMCO Investments LLC

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November 29th (Thurs), 2012
John Priestman
Managing Director
Guardian Capital LP

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November 29th (Thurs), 2012
Mark Raes
Vice President & Portfolio Manager
BMO Asset Management Inc.

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November 28th (Wed), 2012
Alfred Lee
Vice President, Portfolio Manager & Investment Strategist
BMO Asset Management Inc.

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November 26th (Mon), 2012
Stephen R. Lingard, MBA, CFA
Managing Director, Franklin Templeton Solutions
Co-Lead Manager, Franklin Quotential Portfolios

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November 21st (Wed), 2012
David Taylor, MBA, CFA
President & CIO
Taylor Asset Management Inc.

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November 6th (Tues), 2012
Mihir Vora
Chief Investment Officer (Offshore)
Biria Sun Life Asset Management Co. Limited
Mumbai, Maharashtra, India

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Oct 31st (Wed), 2012
Colum McKinley
Vice-President, Canadian Equities
CIBC Global Asset Management Inc.

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Oct 31st (Wed), 2012
Benjamin Tal
Deputy Chief Economist
CIBC World Markets Inc.

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Oct 31st (Wed), 2012
Jamie Golombek
Managing Director, Tax & Estate Planning
CIBC Private Wealth Management

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Oct 30th (Tues), 2012
Ben Chim, CFA
Associate Portfolio Manager
Sprott Asset Management LP

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Oct 30th (Tues), 2012
Scott Colbourne, MBA, CFA
Co-Chief Investment Officer
Senior Portfolio Manager
Sprott Asset Management LP

Scott_Colbourne_Sprott_Asset_Management_LP_Jeffrey_Tam_Toronto_Wealth_Group_1012

Oct 22nd (Mon), 2012
Cecilia Mo, MBA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

Cecilia_Mo_Jeffrey_Tam_Toronto_Wealth_Group_1012

Oct 22nd (Mon), 2012
Domenic Bellissimo, MBA, CFA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

Domenic_Bellissimo_Jeffrey_Tam_Toronto_Wealth_Group_1012

Oct 22nd (Mon), 2012
Dr. Martin Murenbeeld, B.Sc., M.Sc., Ph.D.
Chief Economist
DundeeWealth Inc.

Martin_Murenbeeld_Jeffrey_Tam_Toronto_Wealth_Group_1012

October 17th (Wed), 2012
Steve DiGregorio
Portfolio Manager, Equities
O’Leary Funds

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October 17th (Wed), 2012
Kevin O’Leary
Chairman
O’Leary Funds

Kevin_O'Leary_Jeffrey_Tam_Toronto_Wealth_Group_1012

Sept 27th (Thurs), 2012
Stephen R. Lingard, MBA, CFA
Managing Director, Franklin Templeton Solutions
Co-Lead Manager, Franklin Quotential Portfolios

Stephen_Lingard_Jeffrey_Tam_Toronto_Wealth_Group_0912

Sept 19th (Wed), 2012
Dagmara Fijalkowski
Senior Vice President & Senior Portfolio Manager
Head, Global Fixed Income and Currencies (Toronto and London)
RBC Global Asset Management Inc.

Dagmara_Fijalkowski_RBC_Jeffrey_Tam_Toronto_Wealth_Group_0912

Sept 19th (Wed), 2012
Brad Willock
Vice President & Senior Portfolio Manager U.S. Equities
RBC Global Asset Management Inc.

Brad_Willock_RBC_Jeffrey_Tam_Toronto_Wealth_Group_0912

Sept 19th (Wed), 2012
Gordon M. Nixon, CM, OOnt.
CEO
Royal Bank of Canada

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Sept 19th (Wed), 2012
Lloyd Blankfein
Chairman & CEO
Goldman Sachs

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June 22nd (Fri), 2012
Bruce Cooper, CFA
Vice Chair
TD Asset Management Inc.

Bruce_Cooper_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0812_Article_Picture

June 22nd (Fri), 2012
Ken Miner, CFA
Vice Chair
TD Asset Management Inc.

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June 22nd (Fri), 2012
Vince Taubman
Managing Director
TD Asset Management Inc.

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June 22nd (Fri), 2012
Craig Gaskin, MBA, CFA
Managing Director
TD Asset Management Inc.

Craig_Gaskin_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0612

June 22nd (Fri), 2012
Satish Rai, CFA
Chief Investment Officer, TD Asset Management Inc.
Senior Vice President, TD Bank Group

Satish_Rai_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0612

June 21st (Thurs), 2012
Brian Murdock
Chairman & CEO, TD Asset Management Inc.
Executive Vice President, TD Bank Group.

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June 21st (Thurs), 2012
Robert Pemberton, MBA, CFA
Managing Director
TD Asset Management Inc.

Robert_Pemberton_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0612

June 21st (Thurs), 2012
Gregory Kocik, MBA, CFA
Managing Director
TD Asset Management Inc.

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June 21st (Thurs), 2012
Doug Warwick, CFA
Managing Director
TD Asset Management Inc.

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June 21st (Thurs), 2012
John Smolinski, CFA
Managing Director
TD Asset Management Inc.

John_Smolinski_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0612

June 21st (Thurs), 2012
Anish Chopra, CA, CICBV, CAIA, CFA
Managing Director
TD Asset Management Inc.

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June 21st (Thurs), 2012
Jean Masson, Ph.D.
Managing Director
TD Asset Management Inc.

Jean_Masson_PhD_TDAM_Jeffrey_Tam_Toronto_Wealth_Group_0612

June 1st (Fri), 2012
Craig Alexander
Senior Vice President & Chief Economist
TD Bank Group

Craig_Alexander_TD_Bank_Group_Jeffrey_Tam_Toronto_Wealth_Group_0612

May 30th (Wed), 2012
Warren A. Keyser
Senior Vice President & Portfolio Manager
Franklin Templeton Fixed Income Group
New York, NY, USA

Warren_A_Keyser_Jeffrey_Tam_Toronto_Wealth_Group_0512

May 1st (Tues), 2012
Mark Carney
Governor
Bank of Canada

Mark_Carney_Jeffrey_Tam_Toronto_Wealth_Group_0512

May 1st (Tues), 2012
Dan Bastasic, MBA, CFA
SVP & Lead Portfolio Manager
IA Clarington Investments Inc.

Dan_Bastasic_Jeffrey_Tam_Toronto_Wealth_Group_0512

May 1st (Tues), 2012
Ben Cheng, CFA
President & CIO
Aston Hill Financial Inc.

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May 1st (Tues), 2012
Brad Radin, MBA, CFA
CEO & CIO
Radin Capital Partners Inc.

Brad_Radin_Jeffrey_Tam_Toronto_Wealth_Group_0512

May 1st (Tues), 2012
David Taylor, MBA, CFA
President & CIO
Taylor Asset Management Inc.

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May 1st (Tues), 2012
Larry Sarbit
CIO & Portfolio Manager
Sarbit Advisory Services Inc.

Larry_Sarbit_Jeffrey_Tam_Toronto_Wealth_Group_0512

Apr 16th (Mon), 2012
Domenic Bellissimo, MBA, CFA
Vice President & Portfolio Manager
1832 Asset Management L.P.

Domenic_Bellissimo_Jeffrey_Tam_Toronto_Wealth_Group_0412

Apr 16th (Mon), 2012
Alexander Lane, Hons. BComm., CFA
Vice President & Portfolio Manager
1832 Asset Management L.P.

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Apr 16th (Mon), 2012
Adam Donsky, BA, CFA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

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Apr 16th (Mon), 2012
Noah Blackstein, BA, CFA
Vice President & Portfolio Manager
1832 Asset Management L.P.

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Apr 16th (Mon), 2012
Cecilia Mo, MBA
Vice-President & Portfolio Manager
1832 Asset Management L.P.

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Apr 16th (Mon), 2012
David Goodman
President & CEO
Dundee Corporation

David_Goodman_Jeffrey_Tam_Toronto_Wealth_Group_0412

Mar 30th (Fri), 2012
The Honourable James M. Flaherty, P.C., M.P.
Minister of Finance

James_Jim_Flaherty_Jeffrey_Tam_Toronto_Wealth_Group_0312

Feb 13th (Mon), 2012
David B. Kunselman, CFA
Senior Portfolio Manager
Excel Investment Counsel

Feb 2nd (Thurs), 2012
Leslie Lundquist, CFA
Senior Vice President
Bissett Investment Management

leslie_lundquist_jeffrey_tam_toronto_wealth_group_0212

Feb 2nd (Thurs), 2012
Thomas O’Gorman, MBA, CFA
Senior Vice President, Director of Fixed
Income Bissett Investment Management

thomas_ogorman_jeffrey_tam_toronto_wealth_group_0212

Jan 19th (Thurs), 2012
Chuk Y. Wong, BBA, MSc., CGA, CFA
Vice President & Portfolio Manager
Goodman & Company Investment Counsel
Dynamic Funds

chuk_y_wong_jeffrey_tam_toronto_wealth_group_0112

Jan 19th (Thurs), 2012
Cecilia Mo, MBA
Vice President & Portfolio Manager
Dynamic Funds

cecilia_mo_jeffrey_tam_toronto_wealth_group_1012

Jan 18th (Wed), 2012
Elsa G. Goldberg
Vice President, Senior Product Manager, Global Fixed Income
Franklin Templeton Investments
San Mateo, California, United States

elsa_goldberg_jeffrey_tam_toronto_wealth_group_0112

Jan 17th (Tues), 2012
Sergei Strigo
Head of Emerging Market Debt & Currency
Amundi Asset Management (London Branch)
London, United Kingdom

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Jan 5th (Thurs), 2012
Avery Shenfeld
Managing Director & Chief Economist
CIBC World Markets

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Dec 22nd (Thurs), 2011
Hans van den Berg
CEO, Echo Point Investment Management
Portfolio Manager, TD International Equity Growth Fund

hans_van_den_berg_echo_point_jeffrey_tam_toronto_wealth_group_1211

Nov 17th (Thurs), 2011
Doug Warwick, CFA
Managing Director
TD Asset Management Inc.

doug_warwick_tdam_jeffrey_tam_toronto_wealth_group_1111

Nov 17th (Thurs), 2011
Satish Rai, CFA
Chief Investment Officer, TD Asset Management Inc
Senior Vice President, TD Bank Financial Group

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Nov 9th (Wed), 2011
Dr. Martin Murenbeeld, B.Sc., M.Sc., Ph.D.
Chief Economist
DundeeWealth Inc.

martin_murenbeeld_jeffrey_tam_toronto_wealth_group_1111

Oct 24th (Mon), 2011
Dr. Mark Mobius, Ph.D.
Executive Chairman
Templeton Emerging Markets Group

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Oct 6th (Thurs), 2011
Michael J. Morden
Associate Portfolio Manager
Mackenzie Financial Corporation

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Sept 27th (Tues), 2011
David L. Fingold
Vice President and Portfolio Manager
Dynamic Funds

david_l_fingold_jeffrey_tam_toronto_wealth_group_0911

Sept 22nd (Thurs), 2011
Eric Lascelles
Chief Economist
RBC Global Asset Management Inc.

eric_lascelles_rbc_jeffrey_tam_toronto_wealth_group_0911

Sept 22nd (Thurs), 2011
Brad Willock
Vice President & Senior Portfolio Manager, U.S. Equities
RBC Global Asset Management Inc.

brad_willock_rbc_jeffrey_tam_toronto_wealth_group_0911

Sept 15th (Thurs), 2011
Benjamin Tal
Managing Director & Deputy Chief Economist
CIBC

benjamin_tal_jeffrey_tam_toronto_wealth_group_0911

Sept 15th (Thurs), 2011
David J. Winters
Founder & President
Wintergreen Advisers

david_j_winters_jeffrey_tam_toronto_wealth_group_0911

Sept 15th (Thurs), 2011
Lijun Wang, President & CEO, Bank of China (Canada)
Albert Shum, Executive Vice President, Bank of China (Canada)

bank_of_china_canada_lijun_wang_albert_shum_jeffrey_tam_toronto_wealth_group_0911

Sept 10th (Sat), 2011
John Stephenson
Senior Vice-President & Portfolio Manager
First Asset Investment Management Inc.

john_stephenson_company_capital_management_jeffrey_tam_toronto_wealth_group_0911

Sept 8th (Thurs), 2011
Robert Gorman, CFA
Chief Portfolio Strategist
TD Waterhouse Canada Inc.

robert_j_gorman_td_wealth_jeffrey_tam_toronto_wealth_group_0911