Our Guest Speakers include experts in the areas of TFSA, retirement planning, tax savings, wealth management, direct investing/online trading, options, resource and commodities, alternative investments, real estate as investments and others! |
| DON VIALOUX |
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Donald Vialoux is the past President and current Director of the Canadian Society of Technical Analysts (CSTA) and has 37 years of experience in the investment industry. He possesses a Chartered Market Technician (CMT) designation earned based on his thesis "Seasonality in Canadian Equity Prices".
Donald has provided technical analysis services for RBC Investments and is the author of a daily letter on equity markets available free on the internet: www.timingthemarket.ca which receives an average of 200,000 hits per day from 130 countries. He also writes a weekly column each Saturday in the Financial Post that combines technical, fundamental and seasonality analysis and is a frequent presenter on Business News Network Television. |
| BENJ GALLANDER |
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Benj Gallander is co-editor of the Contra the Heard, one of the most successful financial newsletters in North America with a 15-year annualized return of 16.6 percent. In 2009, the return was 47.4 percent, almost 60 percent before the American knocked it down by about 12 percent. For a decade he has been writing the column, The Contra Guys for The Globe and Mail, with business partner Ben Stadelmann. He also pens articles for Canadian MoneySaver Magazine and appears regularly on BNN. Gallander’s best-selling books include: The Contrarian Investor’s 13, The Uncommon Investor and The Canadian Small Business Survival Guide. |
| ELLEN ROSEMAN |
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Ellen Roseman is a personal finance and consumer affairs columnist with the Toronto Star’s business section, prior to which she was business editor for The Toronto Star in the late 1990s. She’s the author of Money 101: Every Canadian’s Guide to Personal Finance, and Money 201: More Personal Finance Advice for Every Canadian, based on a series she did in the Sunday Star.
Ellen teaches courses in investing and personal finance to adults at the University of Toronto and George Brown College and does regular business commentaries for CBC radio. She’s on the board of the Financial Planners Standards Council, FAIR (the Canadian Foundation for Advancement of Investor Rights) and Starnews Credit Union. |
| JASON AYRES |
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Jason Ayres is President and Founder of OptionSource.net and has been providing education and opportunities in the stock and options market over the last 5 years. Jason is a Derivative Market Specialist by designation. Jason actively advocates and educates investors on the utilization of options for managing risk, cash flow and leverage. This includes the development of numerous strategic relationships with some of the most prominent brokerages and exchanges in North America.
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| PATRICK CERESNA |
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Patrick Ceresna is the author and editor of the Stock Rental Business and Risk Free Trader newsletters. Patrick is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation. Prior to joining Optionsource.net, Patrick attained 10 years experience working at major financial firms in numerous trading roles including the trading of a large fund dedicated exclusively to options writing. |
| RICHARD CROFT |
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Richard N. Croft has been in the securities business since 1975. Mr. Croft has been licensed as an portfolio manager, operating under the corporate name R. N. Croft Financial Group Inc. The company provides personal portfolio management and consulting services to individual investors. Mr. Croft is a global portfolio manager focusing on risk-adjusted performance. He believes that portfolio management is not solely about short-term returns, but is about how that return is achieved over the longer term. Mr. Croft writes a weekly market commentary column for Scotia iTrade. He is a regular contributor to Investment Executive, where his articles focus on options and option strategies.
In 1998, Mr. Croft co-developed three FPX Indexes for the National Post, which track the returns for a series of portfolios geared to average Canadian investors. In 2004, Mr. Croft extended that concept to include three RealWorld Indexes, which adjust the performance of the FPX Indexes for real world costs. In both cases, these indexes provide portfolio benchmarks for individual investors. Past performance of the indexes is available at www.croftgroup.com. Mr. Croft co-developed a portfolio management system for Charles Schwab Canada and most recently, Mr. Croft co-authored his ninth book, a Canadian bestseller on portfolio building, entitled Protect Your Nest Egg. |
| LARRY BERMAN |
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Larry Berman is best known as the host of Berman’s Call on BNN, and as one of Canada’s foremost experts in the field of ETF investing since he started working with them in 2002 as CIBC World Market’s Chief Technical Strategiest. Larry is renowned for his unique active management style which fuses technical and quantitative analysis with fundamental and macro-economic factors.
As Chief Investment Officer, and Co-Founder of ETF Capital Management, Larry has over 20 years of Industry experience; having been consitently ranked as one of Canada’s "Top 3 Analysts". Larry has earned designations as Chartered Market Technician (CMT), Chartered Financial Analyst (CFA), US registered Commodity Trading Advisor (CTA), and in 2010 completed a two-year term as President of the Market Technician’s Association (MTA). Larry is author and contributor to several textbooks and (quite literally) wrote the book on technical analysis for the Canadian Securities Institute (CSI).
To learn more about Larry please visit www.etfcm.com or tune into his television show, Berman’s Call, every Monday at 11:30am (EST) on The Business News Network (BNN).
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Speakers