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The Fund Library provides a wide array of articles from professional financial planners and fund analysts, special reports, interviews and articles for novice investors
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Sherry Cooper
Dr. Sherry Cooper is global economic strategist and executive vice-president of Harris Bank (Chicago) and Bank of Montreal (Toronto). Sherry is in constant demand as a speaker and writer because of her ability to simplify and de-mystify the seemingly complex subjects of economics and investment strategy.
Dr. Cooper has an M.A. and Ph.D. in economics from the University of Pittsburgh. She was an economist at the Federal Reserve Board in Washington, D.C. and served as special assistant to Chairman Paul Volcker during the credit control period in 1980. Following five years at the Fed, she joined the Federal National Mortgage Association (Fannie Mae) as director of financial economics. Since 1983, she has been chief economist of BMO Nesbitt Burns, a leading Canadian investment dealer, and in August 2000 was appointed to her current role at the Harris Bank and Bank of Montreal.
Dr. Cooper provides the economic and market analysis for BMO Nesbitt Burns Securities, a primary dealer in the U.S. She is the most widely quoted economist in Canada and has a significant global following. Sherry gives more than two hundred speeches each year, is a former member of the Barron's Economic Roundtable, writes a bi-weekly column for the National Post, is often quoted in the print media including the Wall Street Journal, the New York Times, Business Week and the Globe & Mail. In addition, she makes regular appearances on CNBC, CNN, CBC, and CTV. |
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Kevin Cork
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.
Kevin has been a guest lecturer at Mount Royal College and has appeared
on local and national television and radio including: Vicki Gabereau,
CBC Newsworld, A-Channel, ROB TV, Global, QR77, TVOntario, Citytv, MOJO
Radio, CJAD and Canada Learning Television as a commentator on issues
related to mutual funds, financial planning and retirement/estate
planning. He is regularly interviewed for national and industry
publications. His financial planning website and article/presentation
archive can be found at www.theabsolutegroup.com
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John De Goey
John De Goey is a Financial Advisor with Assante Capital Management Limited (Assante). He has been quoted frequently in various media sources including Maclean's, The National Post, The Globe and Mail and MoneySense. He has also appeared on CBC Newsworld's The Money Show, MoneySense Television and is a frequent guest on Garth Turner's Investment Television.
John also writes a regular column for Canadian Business Franchise Magazine and is becoming recognized as a leading commentator on financial planning in general and small business issues in particular.
John's goal is to ensure that the financial futures of his clients are sound. This involves maximizing long-term, client specific returns, while minimizing both taxes and market risk. Proper estate planning- including the use of insurance is also an important consideration. John is one of the few qualified planners in the country who offers the flexibility of investing on a fee-only (no load) basis. This more closely aligns John's compensation with client objectives. It also allows for the use of more cost effective investment vehicles- so that savings can be passed along to clients.
The road to achieving financial goals is unique to each individual, and determining your needs and expectations is only the first step. By working together, John can customize a plan that incorporates the best options for you. If requested, new clients can receive a comprehensive, written plan which details all aspects of planning that is updated regularly free of charge. As such, John's approach combines "no load" investing and "fee for service" planning.
John's fees are lower than those charged by traditional brokerage houses, even though most brokers are less qualified to offer holistic advice. Total cost to the client is also lower than most other planners, who tend to use higher-cost investment vehicles due to their licencing restrictions. These fees are deductible for people with assets outside of registered plans. This is a huge benefit when compared to most other planners. As accounts grow, John's fee declines. This is why his position in the marketplace is described as "Partnering to Secure Your Retirement Lifestyle".
John is presently serving his second term as President of the Central Ontario Chapter of the Canadian Association of Financial Planners (CAFP). His academic training includes a Masters in Public Administration (MPA). He is a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI), a Certified Financial Planner (CFP), and a Registered Financial Planner (R.F.P.).
John lives in Etobicoke with his wife Marina and daughter Sophie.
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Levi Folk
Levi Folk is an international economist, and schooled at The University of Western Ontario and The University of Toronto. He has an M.A. in economics and has researched foreign exchange markets and efficiency related topics. He started the Foreign Exchange Monthly Publication for The Bank Credit Analyst, and has published work in the Globe & Mail and many other Canadian publications. He has also been published in Asia Times.
Levi Folk alongside his partner Richard Webb started the Fund Counsel investment newsletter in Toronto in 1995. Mr. Folk established himself as a leading authority on mutual fund investing through his monthly newsletter and regular newspaper articles in the Globe & Mail.
In 1998, Messrs. Folk and Webb started the Mutual Fund Review magazine, a leading consumer publication in Canada that is published four times a year. Their work has featured in the following publications: The National Post, The Toronto Star, Investors Digest, CFRB AM radio, Canada AM, Newsworld Business News, CBC radio, The Money Show, Investor's Online, Investment Television and others.
Folk and Webb sold their publications to Investment.com in 2000 and started Transmission Media, a full services communication and production company that focuses on multimedia education.
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Stephen Gadsden
Stephen Gadsden has 19 years of experience in Canada's financial services industry and is a certified financial planner as well as a regular contributor to the Financial Post magazine and The Toronto Star. Stephen has written 12 personal finance books and is a regular guest on CBC Radio One and CBC Newsworld. He has attended the Canadian Institute of Financial Planning, the Canadian Securities Institute, the Investment Funds Institute of Canada, McMaster University and the University of Waterloo.
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Steve Kangas
Steve is one of Canada's top mutual fund analysts and the co-author of the national best seller, Smart Funds.
Mr. Kangas is an honours graduate of the University of Waterloo with a BA in Economics. He received his Master of Business Administration from the University of North Carolina at Chapel Hill in 1989. He is a Chartered Financial Analyst (CFA), a Chartered Accountant (CA) and a Fellow, Life Management Institute (FLMI).
He previously was Vice-President, Mutual Fund Research at Midland Walwyn Capital Inc. At Nesbitt Burns Inc. as Vice President, Mutual Fund Research, Mr. Kangas produced the highly sought Recommended List of funds for Investment Executives to use with their clients. While Vice President , Mutual Funds Research and Marketing of Canada Trust he launched the country's first Mutual Fund Supermarket branded under the OneStop Fund Solutions moniker. This service provided customers of CT Securities access to his Select List of mutual funds. |
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Ken Kivenko
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. |
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Wayne Lang
After graduating from Sir George Williams University in 1966 (B.Comm - Business Administration), Wayne entered the corporate world and immediately found himself in the computer field. For the next 25 plus years his career spanned the full range of the technology world; Programmer, Systems Analyst, Manager, Director, Vice-President of Information Systems, Consultant, Director of Systems Integration, computer sales - you name it. Key "clients" were in North America and Europe and involved mid-sized to large companies and government. In 1992, Wayne joined his brother Steve in the financial services world as a financial planner/advisor. Within just a few years, having achieved a substantial level of success in his new industry, Wayne was asked to speak to a conference of his peers as one of their "top performers" and leaders. Core Financial Beliefs
Wayne believes a properly constructed financial plan integrates Tax, Investment and Estate planning (what he calls the TIE approach) and he has created The Lifetime Financial Integrator based on this concept . This is a process that provides ongoing comprehensive financial planning services to his clients throughout their lifetime. Wayne sees himself as the orchestra leader in the center of this diagram, making sure that the key areas such as tax, insurance, retirement planning, estate planning and investments are working in harmony. Within the investment industry there are a number of people who choose stocks and bonds better than most, or do it with less risk. Wayne thinks his money and his clients' money should be aligned with them. Wayne subscribes to the Graham/Buffett "buy good businesses at good prices" approach. He doesn't roll the dice but rather believes you can constrain risk both through Advanced Modern Portfolio Theory and Tactical Asset Allocation when they are executed well. Is this a conflict in ideologies? No, not in his opinion as you will read in his book Crash? Boom! BANG!! You can contact Wayne at
Assante Capital Management Ltd.
Don Mills Branch
(416) 642-1406 Telephone
(416) 642-1407 Fax
(800) 266-6963 Toll-free
URL: www.waynelang.com |
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Jack Lumsden
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
(905) 335-2598
jlumsden@assante.com or jlumsden@brightside.com
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Gordon Pape
Gordon Pape is a well-known author and broadcaster who specializes in personal finance and investing. His financial commentaries are heard weekly on CBC radio stations across Canada, and he is a frequent guest on radio phone-in shows. His radio feature, Mutual Funds Insight, is heard daily on selected private stations in major cities.
He has been a guest on such national television programs as Midday, Prime Time News, Question Period and Canada A.M., as well as on CBC Newsworld.
Mr. Pape has been a featured speaker at several national and international financial conferences in Canada and the United States. He gives frequent seminars on investing and tax planning, and has lectured on the subject at Queen's University, Simon Fraser University, and the Canadian Bar Association.
Mr. Pape is Editor-in-Chief of the Mutual Funds Update newsletter, a bi-monthly publication on mutual fund investment strategies. He is also Senior Editor of The MoneyLetter, Canada's largest circulation investment newsletter.
His nationally syndicated feature, "On The Money", appears in newspapers across Canada with a total circulation of over 1 million.
In the investing field, Gordon Pape is the author of the books Building Wealth in the '90s, Low-Risk Investing in the '90s, and Retiring Wealthy.
Gordon Pape's Buyer's Guide to Mutual Funds and Gordon Pape's Buyer's Guide to RRSPs are specialized investing guides which are published annually. He is also the co-author of Gordon Pape's 1996 Car Value Guide, a new book of practical advice on how to buy a car, along with ratings of all models sold in Canada.
As well, he is the co-author of several other books, including Montreal at the Crossroads, which won a Heritage Canada Communications Award, and three novels which were published internationally: Chain Reaction, The Scorpion Sanction and The Music Wars.
Mr. Pape has had a long and varied career. He was a political writer and analyst in Quebec City and Ottawa for The Gazette of Montreal for several years and spent three years in London, England as a correspondent for the Southam Newspapers. He was publisher of Canada's largest circulation magazine, The Canadian Magazine, from 1977-82.
From 1984-87, he was publisher of The MoneyLetter and The TaxLetter, for Hume Publishing. He also supervised a major revision of Hume's Successful Investing and Money Management course.
Apart from his financial writing, speaking and broadcasting, he runs his own company, specializing in business and financial communications.
He and his wife, Shirley, have three adult children and two grandchildren.
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Wayne Rothe
Wayne provides financial counsel to nearly 300 families and a wider audience through several columns he writes.
Wayne believes that financial planning is not a product, but a process. It's not just a matter of picking a few mutual funds. Investment choice is important, but so too are tax, insurance, estate and retirement planning. In fact, studies show that over 90% of your success is not investMENT performance but investOR performance. It's not the products that you choose, but what you do after the investment decision is made that determines your success. Do you sell at the first market downturn, buy the next flavour of the month and jump ship when it also falls out of favour? That's a wealth destroyer.
Wayne believes that the elite money managers are able to achieve superior returns, and that his and his clients' money should be managed by those great managers.
Wayne believes that the best way to make serious money is with long-term ownership of some of the best companies in North America and around the world. That's how it's done. Case closed.
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Thane Stenner
Thane is First Vice-President and Senior Investment Advisor with CIBC Wood Gundy based in the Vancouver area, having formerly worked as a Director with the International Private Wealth Services Group of Merrill Lynch. An honours graduate in Investment Analysis and Portfolio Management, Thane and his team specialize in elite-level portfolio construction as well as tax minimization and estate planning strategies for a select group of high-net-worth and ultra-high-net-worth clients. Thane also provides investment advice and financial consulting services for a number of charitable foundations.
Within his firm, Thane works closely with a group of highly-skilled financial specialists that provides tailor-made financial strategies to some of the wealthiest people in North America and the world. CIBC World Markets is one of North America's premiere wealth services firms, currently managing over $150-billion in client assets worldwide. The firm maintains offices throughout North America, Asia and Europe, and also serves more than 7,000 corporate, government and institutional clients.
Thane is one of only 23 Canadian professionals to have received the client-driven Dalbar Seal in the year 2000, and has been awarded "Ace Advisor" status by U.S.-based Ticker magazine. In December of 2000, Business in Vancouver magazine formally recognized Thane for his expertise in dealing with high-net-worth individuals by naming him "Advisor to the Wealthy." The same publication has also awarded him the prestigious "Top 40 Under 40" award.
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James Yih
Jim Yih, a native Edmontonian, graduated from the University of Alberta with a Bachelor of Commerce Degree. He has worked in the financial services industry for the past 10 years as a manager, an educator, and a consultant.
Professional and Business
Jim has been in the financial services industry since 1991. He began his career training financial advisors on retirement and investment products. In 1995 he joined Kofin Financial Group where he catapulted as one of Canada's top account executives with Manulife Securities International Ltd. Today, Jim is a President's Club member and a member of the prestigious Million-Dollar Round Table.
Jim attributes his rapid success to his dedication to providing excellent advice, timely information and solid recommendations. His passion for finance is shown in his ongoing commitment to professional development of the FundFilter system for research and information. Jim's dedication to excellence and integrity is inspirational for all professionals in his industry.
Speaker and Writer
Jim has become one of the leading experts in the financial industry. He has been a resource for a wide variety media outlets and organizations including the Montreal Gazette, National Post, Globe and Mail, Edmonton Journal, Calgary Herald, Great-West Life, CAIFA, CLU, Manulife Financial, Sun Life, Fidelity Speakers Bureau, Chapters bookstores, and Indigo Books.
His entertaining approach to financial matters has made him a sought after speaker and writer. Jim is the current writer and editor of the MoneyWise Newsletter. He is most recognized for his regular columns in the Edmonton Examiner newspaper and on the prominent financial websites.
Jim authored a best selling book, MUTUAL FUNDamentals, available in bookstores across Canada.
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