Alfred Lee CFA, CMT, DMS
Portfolio Manager & Investment Strategist, BMO Global Asset Management

Alfred is a portfolio manager and investment strategist at BMO ETFs, where he currently heads up the index equity team. His team currently manages some of the largest ETFs in Canada. In addition to his portfolio manager duties, Alfred also serves as the investment strategist for the team, putting together trade ideas and model portfolios for institutional and retail clients. Prior to moving to equities, Alfred was a lead portfolio manager on the entire fixed income BMO ETF line up and also spent a year seconded to the Bank of Canada, managing their Provincial Bond Purchase Program (PBPP), one of the central bank’s emergency asset purchase programs in 2020. Prior to joining BMO, Alfred worked at two other Canadian banks as a research analyst, focusing on macro-economics and ETFs and also worked in an institutional consultant practice of a major bank.

John Waters, CPA, CA, CFP, TEP
Vice President, Director of Tax Consulting Services, BMO Private Wealth

John has strategic oversight of the Tax Consulting team, seasoned tax specialists who support BMO Private Wealth Advisors and their clients by advising high net worth professionals and families on practical and informed tax and estate solutions. Drawing on more than two decades of tax planning expertise, he acts as a trusted resource, leading high-level planning discussions, presenting tax seminars and writing timely commentaries on emerging developments in his field. Goal-oriented, John motivates his team to provide a fresh perspective, helping clients fulfil their wealth aspirations.

John joined BMO Private Wealth in 2007, following 13 years at international accounting firm PricewaterhouseCoopers, where he led a team of tax professionals in the High Net Worth Planning Group in downtown Toronto. He specialized in a broad range of tax and estate planning issues, including personal, private corporations, trusts, partnerships, international and cross border, and has assisted in the design of executive compensation plans. John is recognized as a prominent subject matter expert and spokesperson on tax and estate planning for national print and online media and has also consulted on developing Canadian tax legislation.

Stewart Reid
Director, Intermediary Distribution, Western Canada

Since joining BMO in 2006, Stewart has leveraged his 28 years of sales experience to help Advisors grow and manage their practices, while utilizing BMO’s leading solutions within their portfolios. He began his career in sales with an IBM dealership, followed by Kodak, organizations highly regarded for their outstanding sales and product training. Stewart progressed within these organizations and others over 12 years, from geographic sales regions, to major and then national accounts. He then leveraged his passion for investing and background in sales to become an Investment Advisor, where he successfully built his practice over an eight-year period. Stewart attended McMaster University with a focus on commerce and computer science.

Danielle Neziol
Product Specialist, BMO ETFs

Danielle has been part of the BMO ETF Team for over three 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.

Mark Marex, CFA
Senior Specialist, Index Research & Development, Nasdaq Investment Intelligence

Mark Marex works as a Senior Specialist in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012. He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in Brooklyn, NY with his fiancée.

Ian de Verteuil
Managing Director & Head, Portfolio Strategy Global Markets,
CIBC Capital Markets

Ian de Verteuil has a long career in the investment business. He started as a fundamental analyst with a Canadian broker dealer in 1987 and for much of the next 30+ years was a top-ranked analyst as measured by various external rating services, including Brendan Wood (BW), Greenwich and Starmine. Over that period, he was a top-ranked analyst in multiple sectors, including banking, insurance, consumer products and special situations. In the most recent BW survey, he was ranked as the best Equity Strategist in Canada.

His career has included a period at the CPP Investment Board as Head of Fundamental Research where he was responsible for developing its fundamental research capability and integration with quantitative approaches. Further, he spent two years as Global Head of Research at a Canadian competitor, managing 70+ fundamental and quantitative analysts and its Economics department, with professionals located in Canada, the U.S. and the U.K.

Mr. de Verteuil joined CIBC Capital Markets in 2014. In addition to his involvement with various stock selection, pension and asset management committees, Mr. de Verteuil is focused on thematic research. Hs is responsible for research into a variety of topics, including Macro Fundamental, Quantitative, ESG and ETFs.

Mr. de Verteuil has a B.Sc. in Chemistry from McGill University and an MBA from the University of Western Ontario. He is originally from Trinidad and Tobago, and moved to Canada in 1987.

Andres Rincon
Director and Head of ETF Sales & Strategy,
TD Securities

Andres Rincon is responsible for ETF and options strategy at TD Securities. Mr. Rincon advises both institutional and wealth investors on ETF and option strategies. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division. 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).

Henry Dong
Regional Sales Manager

Henry has more than 15 years of experience helping Canadians achieve their financial goals. He enjoys a good conversation and his hope is to understand your financial needs and life goals, so he can better serve you. Looking forward to connecting with you soon.

Christopher McGrath
Director, Central Ontario & Manitoba

A passionate 22 year veteran of the financial services industry, Chris oversees the proliferation of BMO ETFs throughout Central Canada, providing support to portfolio managers. He transitioned from Corporate Treasury at RBC to the wealth business in 2005. Chris joined BMO Global Asset Management in 2014 and has since cultivated many strategic relationships and partnerships. Chris holds a Bachelor of Commerce degree from Saint Mary’s University, and numerous CSI accreditations. He has conducted hundreds of presentations, and has also been trained in both the Dale Carnegie and Sequoia Systems.

Steven Shepherd, CFA
Vice President, Investment Strategist & Portfolio Manager, BMO Asset Management Inc.

Steve began his career in the investment industry in 1994 and joined BMO Mutual Funds in 2008. He currently serves as a Portfolio Manager and Investment Strategist with the Multi-Asset Solutions Team, focussing primarily on the asset allocation of BMO AM’s fund of fund and ETF Portfolios. Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

Rene Dinter
Director, ETF Distribution, BMO ETFs

Rene has extensive industry knowledge and can help with investment analysis, portfolio construction, trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. He is known for his attention to detail and a consultative approach in providing support and education to advisors and portfolio managers. Business development utilizing ETFs has been his passion for the past 12 years. He holds a Derivative Market Specialist (DMS) designation and has completed an extensive list of investment industry courses. Rene graduated from York University with a degree focused on Economics, Psychology and Business Fundamentals.

Mark Webster
Director, Institutional Sales & Service, BMO ETFs

Mark is the BMO ETF team’s representative for Western Canada. With over 25 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He is responsible for overseeing the proliferation of ETFs throughout Canada’s vast western region and providing support to portfolio managers from the Pacific (Duncan B.C.), to the Lakehead (Thunder Bay, Ontario). He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Master’s degree in Russian History from McGill University and several CSI accreditations.

Rosa van den Beemt
Vice President, Responsible Investment Analyst, BMO GAM

Rosa van den Beemt is a corporate engagement practitioner with over 6 years’ experience in the responsible investment industry and joined the Responsible Investment team in 2020. Prior to joining BMO Global Asset Management Rosa was Senior ESG Manager at NEI Investments, the asset management arm of Canadian wealth firm Aviso Wealth, where she led the proxy voting program as well as various corporate engagement initiatives on ESG topics. Rosa has extensive experience in North American corporate governance, engaging management and board members on ESG. At BMO GAM Rosa focuses on engagement and voting of the Canadian market, including the oil and gas sector, and serves on the Steering Committee for the Investor Alliance for Human Rights aimed at education on, and integration of, the investor responsibility to respect human rights. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.

Marina Mets
FTSE Russell

Marina Mets heads up Fixed Income and Multi Asset Product Management 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 almost 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.

Matt Montemurro
Director & Portfolio Manager – Fixed Income, BMO ETFs

Matt is responsible for managing and trading across all segments of the fixed income market, both in Canada and internationally. Matt has over 10 years of industry experience in managing and trading Canadian government, provincial, corporate and real return bonds; government and corporate US bonds, both investment grade and high yield; as well as emerging market debt.

Travis Robinson
S&P Dow Jones Indices

Travis is Senior Director, for the S&P Dow Jones Indices (S&P DJI) Financial Advisor coverage team. He is responsible for educating financial advisors on index-based investing with the aim of increasing the level and quality of due diligence across the industry. His mandate covers all asset classes and strategies available via our rules-based indices. His specific duties involve frequent and direct client contact through educational forums, webinars, and partner-sponsored events, as well as more focused delivery of S&P DJI research and content.

Travis has 20 years of experience in finance, covering portfolio construction and investment solutions with a full spectrum of clients. He has most recently served in senior sales roles in the capital markets with responsibility for the distribution of Market Linked Investments. His previous roles also include experience as a Financial Advisor and as a platforms specialist at a leading wirehouse broker dealer.

Travis holds a bachelor of arts degree from The College of New Jersey and is a Certified Financial Planner®. Travis and his wife Ellen have three young children.

Kevin Prins
BMO Exchange Traded Funds

With more than 19 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including the recent development of an ETF focused course. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.

Chris McHaney
Director & Portfolio Manager, Global Structured Investments

Chris has more than 20 years of experience in the investment industry and currently serves as portfolio manager for equity-based and derivative-based mandates. This includes Canadian, US, international and emerging market equities, North American and European derivatives.

He co-manages various cross-asset portfolios, which include Canadian and US fixed income and global equities. In addition, Chris trades foreign exchange contracts and equity options for mandates across the firm.

In his previous role, he was responsible for mutual fund manager monitoring and selection, as well as overseeing the currency hedging program across the mutual fund platform. Chris holds an Honours Business Administration degree from York University’s Schulich School of Business and is a CFA charterholder.

Jin Li
Vice President, Global Markets, BMO Capital Markets

Jin covers the ETF sector for BMO Capital Markets. His area of focus includes ETF investment strategies and factor research. Jin provides a top-down ETF-based portfolio construction screen and conducts ETF investor sentiment analysis for the purpose of highlighting investment themes and ETF products relevant to those themes. Jin assumed the analyst role in 2016 after joining BMO as a quantitative and technical Research Associate in 2013. Jin holds a Bachelor of Computer Science, Business Option, from the University of Waterloo.

Chris Heakes
Director, Portfolio Manager, BMO Asset Management

Chris has more than 12 years of experience in the investment industry and currently serves as portfolio manager for equity-based and derivative-based mandates. Chris also trades equity options and foreign exchange for the firm. He holds two degrees including a Master of Finance from the University of Toronto, Rotman School of Management (Dean’s List), and a Bachelor of Arts degree from the University of Waterloo, with studies in History and Mathematics, and is a CFA charterholder.

Mark Raes
BMO Global Asset Management

Mark Raes is MD, Head of Product covering ETFs, mutual funds, and pooled products at BMO Global Asset Management. Mark is responsible for product analysis, new launches, supporting distribution activities and identifying investor opportunities. Mark supports BMO ETFs globally. He previously was an ETF portfolio manager focused on fixed income and derivatives. Mark holds a HBBA from Wilfrid Laurier University, and a MBA from York University. He has also received his CFA designation.

Patrick Ceresna
The Montréal Exchange

Patrick Ceresna is the founder and Chief Derivative Market Strategist at Big Picture Trading. Patrick is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation. In addition to his role at Big Picture Trading, Patrick is an instructor on derivatives for the TMX Montreal Exchange, educating investors and investment professionals across Canada about the many valuable uses of options in their investment portfolios. Patrick is also the co-host of the MacroVoices podcast and Market Huddle YouTube show.

Patrick specializes in analyzing the global macro market conditions and translating them into actionable investment and trading opportunities. With his specialization in technical analysis, he bridges important macro themes with the attempt to understand when those trends are beginning and understanding where they likely to go. With his expertise in options trading, he seeks to create opportunities that leverage returns, while managing/defining risk and or generating consistent enhanced income. Patrick has designed and teaches Big Picture Trading’s Technical, Options and Macro Masters Programs while providing the content for the members in regards to daily live market analytic webinars, alert services and model portfolios.