Drew Burgess
Vice-President, Eastern Ontario, BMO ETFs

Drew has more than 5 years of experience growing BMO Global Asset Management’s award-winning suite of Mutual Funds and ETFs. Known for his forward-looking strategic and consultative approach, in collaboration with an expert team of portfolio managers, Drew’s primary focus is on building value-added, customized solutions for Advisors and their clients, including investment analysis, market insights, trade ideas, fixed income, and foreign exchange. Prior to joining BMO, he was a member of an Advisor team providing discretionary investment services. Drew has taken several industry courses with the Canadian Securities Institute and holds a BA Specialization in Economics from the University of Western Ontario.

Erika Toth
Director, BMO Global Asset Management

Erika brings to the table experience in investment analysis, portfolio construction, and trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. She is known for her attention to detail and consultative approach in providing support and education to advisors and portfolio managers. Erika is a CFA charter holder and has obtained several licenses with the Canadian Securities Institute in derivatives and options trading. She holds a Bachelor of Commerce (double major in Finance and Marketing) from John Molson School of Business at Concordia University in Montreal.

Danielle Neziol
Product Specialist, BMO Global Asset Management

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.

Alain Desbiens
Director, BMO ETFs

Alain brings more than 25 years of experience in the financial services industry to his role as BMO ETF specialist for eastern Canada. A seasoned financial expert with experience as a broker, Alain has been instrumental in raising awareness of the benefits of ETFs to individual, retail and institutional clients through his facilitation of client seminars. He has also played an equally pivotal role in keeping portfolio managers in eastern Canada and Quebec aware of new developments in the ETF sphere. Prior to joining BMO, Alain worked as wholesaler and sales manager in the wealth distribution field, as well as a branch manager and investment advisor in the brokerage industry. Alain is a graduate of Laval University with a BA in Industrial Relations. Alain Desbiens won the 2015 Wholesaler of the Year Award at the Canadian Wealth Professional Awards. Alain Desbiens was finalist at the 2016-2017 and again in 2020 at the Canadian Wealth Professional Awards.

Laura Tase
Direct, BMO Global Asset Management

Laura joined BMO GAM in February 2012 as a Vice-President, covering downtown Toronto. She has worked in the financial services industry since 2004 in a variety of roles and possesses product knowledge in managed assets, mutual funds, ETFs and segregated fund products. She has an MBA from University of Windsor and is a CFA Charter holder.

Iris Nie
Business Development Manager, National Bank Direct Brokerage

Iris graduated from the University of Toronto with a Bachelor of Arts with a Major in Economics. She has over 9 years of experience in the financial services industry combined with more than 6 years of training and coaching experience. She helps clients learn the ins and outs of self-directed investing and shows them the different tools and options available at National Bank Direct Brokerage.

An Le
Business Development Manager, National Bank Direct Brokerage

An has over 5 years of experience in the financial services industry in various roles with a number of financial institutions. She has a passion for empowering individuals to take charge of their own investments through direct brokerage, and provides support and education to both clients and different partners within the bank. She holds a Bachelor of Commerce with a major in Finance from the Ted Rogers School of Management at Ryerson University.

Larry Berman
CFA, CMT, CTA

Larry Berman is a Co-Founder of ETF Capital Management, (www.etfcm.com) and Prosper Experiential Media, (www.prosperexperiential.com). Over his 25 year career, Larry has worked for numerous top firms in New York, Boston, and Toronto. Prior to founding ETFCM (2006), he was Chief Technical Strategist and Managing Director for CIBC World Markets for nearly a decade where he was ranked as one of Canada’s “Top 3 Analysts” according to Brendan Wood institutional investor surveys. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter holder, and is a US registered Commodity Trading Advisor (CTA). Larry graduated from York University with a BA in Economics and lectures on behavioural finance and technical analysis at colleges and universities. Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI). He is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association – where he currently sits on the board of the educational foundation (www.mtaef.org). Larry’s opinions frequently appear in the media, and he is featured weekly on BNN’s Berman’s Call.