CIBC Global Asset Management
After 10 years of outperforming stocks, bonds aren’t a sleepy and boring asset class. You only need to look at what happened to bonds during the credit crisis. Patrick O’Toole, portfolio manager for CIBC Global Asset Management, writes.more…
Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.
Gordon Pape is a well-known Canadian author who specializes in personal finance and investing. He is a frequent guest on national television and radio phone-in shows, and is often quoted in the media.
He is Editor and Publisher of five newsletters: Mutual Funds Update, a monthly publication on mutual fund investment strategies; the Internet Wealth Builder, a weekly e-mail investment advisory; The Income Investor, a monthly report on income securities; The Canada Report, a monthly newsletter for U.S. residents who want to invest in Canada; and Investing Today, a free monthly e-mail newsletter that covers a broad range of financial topics.
Reid is an Analyst of Investment Analytics and Research at Fundata Canada Inc., a leading source for investment fund information, where he is involved with research and development of quantitative measures and models to analyze investment fund products. Reid is also a member of the Canadian Investment Funds Standards Committee (CIFSC).
Brian is Manager of Analytics and Data Operations at Fundata Canada Inc., a leading source for investment fund information. Together with the members of his team, Brian is involved in research and development of new analytical tools. He is also responsible for managing data processes and overseeing data audit activities. Brian earned his Bachelor of Business Administration at the University of Toronto and has completed all three levels of the CFA exam. Brian is a member of the Canadian Investment Fund Standards Committee.
Kevin Cork, CFP is the President of Calgary-based The Absolute Group Inc
and a representative of FundTrade Financial Corp. with 16 years industry
experience. In addition to the Fundlibrary, Kevin has his own column in
the new magazine "Zi" and does monthly commentary for CityTV in both
Calgary and Edmonton. He was a columnist for Advocis' Forum magazine,
and has hosted financial forums for both America Online and Bell
Sympatico. He has written for The Globe and Mail, The Calgary Herald,
Registered Representative in the United States and been the weekly
financial columnist for CBC Radio's EyeOpener, Country105 and JACK FM.
His national best-selling book, "The Money Book: A Survival Strategy for
Canadians Under 35" is into a third printing after its January 2002
launch date and his new book: "The Investment Book" was released
December 2004.
Olev Edur has been an author/editor of financial, investment and business information for more than 20 years. His material has been regularly featured in many well-known publications such as Advisor’s Edge, Canadian Business, Canadian Living, CMA Management Magazine, The Financial Post, The Globe and Mail, R.O.B. Magazine, and Investment Executive. Olev has also contributed to numerous trade/regional publications and websites.
Over the course of his career, Olev has also written for BMO Bank of Montreal, Beutel Goodman & Co, Dynamic Funds, FirstLine Trust, Fundata Canada, Investors Group, Kerr Financial Corp, KPMG, National Trust, Royal Bank Financial Group, TE Wealth, Towers Perrin, Trimark Investment Management and more.
Ken Kivenko is a member of several corporate boards and is a Governor of the National Quality Institute. Ken who has both a BS engineering electronics degree and a diploma in management from McGill University previously held positions as president and CEO of NBS Technologies a company with annual sales of $C140 million. Prior to this, he was Chairman of AlliedSignal Canada Inc, a subsidiary of AlliedSignal of Morristown NJ. Ken is Chairman of the Advisory Committee of SIPA, the Small Investor Protection Association. He runs www.canadianfundwatch.com to help small investors deal with the complexities of mutual funds. Ken is President of Kenmar, a company providing consulting services to SME’s Re strategic planning, marketing, Total Quality, operations, financing and training. He also runs an advisory business, Portfolio Analytics, assisting investors obtain restitution due to sales or broker abuses.
Bruce has been a financial advisor in Surrey, B.C for 13 years. His career started with Investors Group in 1996 where he worked for 4 years. Bruce then decided to become an independent advisor, thus left Investors Group and moved to Cartier Partners. Bruce has been working with Portfolio Strategies Corporation for 3 years. His areas of expertise are investments, tax strategies, as well as retirement and education planning.
You can contact Bruce in his Surrey office: 604-507-0665 or email sloeppky-1@shaw.ca
Jack graduated from Wilfrid Laurier University with a B.B.A., received his M.B.A. from McMaster University and is a Certified Financial Planner. He has spent many years in the financial services industry and now specializes in financial and retirement planning for individuals and companies through, Assante Financial Management Ltd.
You can contact Jack at his Burlington office:
4145 North Service Road, Suite 100 Burlington, Ontario L7L 6A3
David West, CFA, FCSI, has more than 25 years of experience in the investment industry as an adviser, trainer, writer and commentator. In 2010 he joined Fund Library’s list of contributing authors. David is also currently a contributor to the online edition of Canadian Business magazine, editor of Money Reporter and the Income Trust Guide, a regular contributing editor to The MoneyLetter and The TaxLetter, and also works on various private-label publications.
David began his career with a 15-year stint at the Canadian Securities Institute, where first he was Director of the Canadian Securities Course and later developed and launched the Canadian Investment Management (CIM) Program. He was also an avid lecturer in the CSI’s seminar program, teaching the CSC as well as the options course, the futures course, and other programs.
As a professional financial speaker, best-selling author, syndicated columnist, and fee-only financial expert, Jim Yih is passionate about financial education and helping people make better decisions with money. Jim’s 20 years of experience in the financial industry helps people demystify investing, retirement, and personal finance. His passion is seen in his relentless development of financial education tools, resources, and products, including audio CDs and software programs.
Jim is a widely published writer, with over 1,000 articles over the past 10 years. He has contributed to numerous publications in print and online, and appears frequently on TV and radio. Credits include The Globe and Mail, National Post, Edmonton Journal, Edmonton Examiner, Vancouver Sun, Victoria Times, Calgary Herald, Ottawa Citizen, Montreal Gazette, CHQT Radio, COOL 880 Radio, CTV News, Global TV, Help TV, Yahoo.ca, The Canadian Investment Journal, Canadian Business Online, Fundlibrary.com, the Canadian Money Saver magazine, Investopedia.com, and many more. For all of Jim’s articles, visit www.WealthWebGurus.com.
