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AUTHORS
9/22/2017 2:55:34 PM
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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

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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 the Internet Wealth Builder, a weekly digital investment advisory, and The Income Investor, a monthly report on income securities.

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Reid Baker

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Reid Baker is Director, Analytics & Data, 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, including Fundata Prospectus Risk Indices and the FundGrade A+ SRI award. Reid is also the Chair of the Canadian Investment Funds Standards Committee (CIFSC).



Brian Bridger

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Brian Bridger, CFA, FRM, is Vice President, Analytics & Data, 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 is a Chartered Financial Analyst (CFA) charterholder and Certified Financial Risk Manager (FRM). Brian is also a member of the Canadian Investment Fund Standards Committee.



Knowledge Bureau

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Knowledge BureauTM is Canada’s leading national post-secondary educational institute for continuing professional development of advisors in the tax and financial services.

Founded in 2003, Knowledge Bureau publishes and delivers certificate courses leading to the prestigious MFATM (Master Financial Advisor) designation, which provides core specialization opportunities in tax, retirement, business succession and estate planning for multi-disciplinary practices.

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Olev Edur

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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.

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John Krisko

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John Krisko, CFA, B.B.A., is Senior Analyst, Analytics & Data, at Fundata Canada Inc., a leading source of investment fund information, where he prepares investment fund holdings and allocation data, and calculates performance and risk metrics for use by financial advisors and individual investors to assist in their fund selection and investment-decision making process. He also maintains an industry classification system for equities and performs equity research. John holds the Chartered Financial Analyst® designation and is a member of CFA Society Toronto. He graduated from Brock University with an honours degree in Business and Finance, and has completed the Canadian Securities Course. John represents Fundata on the Canadian Investment Funds Standards Committee.

Chartered Financial Analyst® is a trademark owned by CFA Institute



Bruce Loeppky

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Bruce Loeppky is a Surrey, B.C.-based financial adviser registered with Portfolio Strategies Corporation as a mutual funds person. He began his career at Investors Group in 1996 and became an independent adviser at Cartier Partners in 2000, followed by a stint at Dundee Private Investors. Since 2006, Bruce has worked with Portfolio Strategies Corporation. He writes regularly on investments, tax strategies, and retirement and education planning for the Fund Library.

You can contact Bruce at his Surrey office:
Telephone: 604-507-0665
Email: sloeppky-1@shaw.ca



Patrick McKeough

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Patrick McKeough has been a professional investment analyst for more than three decades. He has developed a stock-selection technique that has proven reliable in both bull and bear markets. Pat’s strategy focuses on stocks that provide exceptional quality at relatively low prices.

Pat is the host of the TSINetwork.ca investment web site. He is a portfolio manager and the editor and publisher of four investment advisories:

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Tyler Mordy

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Tyler Mordy, CFA, President and CIO for Forstrong Global Asset Management Inc. Since joining the firm in 2003, Tyler has become a recognized innovator in the design and application of "global macro" ETF portfolios. He is widely quoted and interviewed by the financial media for his views on global investment strategy and ETF trends.

Recently, ETF.com profiled Tyler as one of the "best and brightest" working in the ETF Strategist industry and described him as "a money manager for the modern era." CNBC has also called Tyler one of the "best independent ETF experts."

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Doug Nelson

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Doug Nelson, B.Comm. (Hons.), CFP, CLU, MFA, CIM, is a licensed financial planner and portfolio manager based in Winnipeg, Manitoba. Established in 1966 by Vernon Nelson, Nelson Financial Consultants provides independent, fee-for-service financial services to professionals, executives, and business owners. Doug joined the family business in 1992 and specializes in tax-efficient retirement income planning strategies and portfolio risk management services.

The Nelson approach begins by recognizing that there are five primary "Killers of Wealth": taxes; inflation; fees; interest costs; and market volatility. By understanding those things that stand in the way of building sustainable wealth, all financial decisions are then focused on overcoming these obstacles. As a result, the Nelson approach is designed to help you Pay Less Tax, Take Less Risk, and Reduce Investment Fees, so that you Receive More Income (to make the most of each and every day) while allocating financial resources efficiently so as to Build More Wealth (for tomorrow).

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Margaret O'Sullivan

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Margaret O’Sullivan is the principal of the Toronto-based trusts and estates boutique law firm O’Sullivan Estate Lawyers. She practices exclusively in the areas of estate planning, estate litigation, advising executors, trustees and beneficiaries, and administration of trusts and estates.

She is recognized in Euromoney’s Guide to the World’s Leading Trust and Estate Practitioners (2009 - 2010), in The Canadian Legal LEXPERT Directory 2011 as a leading practitioner in estate planning, and in The Best Lawyers in Canada 2011. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of the national Canadian law firm Stikeman Elliott, where she directed its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983.

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Dave Paterson

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Dave Paterson, CFA, is the Director of Research, Investment Funds for D.A. Paterson & Associates Inc. Paterson & Associates is an independent consulting firm specializing in providing research and due diligence on a number of different investment products, including mutual funds, hedge funds, and other exempt market products. In addition Paterson & Associates offers fully customized portfolio optimization solutions to independent financial planners.

Dave has worked in the mutual fund industry since 1994. Prior to starting his own firm in 2002, he worked for a variety of respected mutual fund companies and money managers, including the Mackenzie Financial, Guardian Group of Funds, the Bank of Montreal, and Jones Heward. In these roles, Dave has had the opportunity to work with some of the most respected money managers in the country.

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Samantha Prasad

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Samantha Prasad is a Partner with the Toronto law firm Minden Gross LLP. Samantha’s practice focuses mainly on corporate, estate and international tax planning. In addition to advising clients on various tax planning strategies, Samantha has particular experience in designing and implementing estate plans and corporate reorganizations.

Samantha’s clients vary from multi-national corporations to the family business owner/manager. As such, her practice is varied to include tax aspects of corporate finance, corporate reorganizations, mergers and acquisitions, as well as comprehensive succession planning and offshore and international corporate structures.

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Mark Taucar

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Mark Taucar, CFA, is Portfolio Manager at Accilent Capital Management Inc. He has developed advisor product solutions, including referral platforms, for Exempt Market Dealers, Mutual Fund Reps, Independent Financial Planners, Insurance Agents, and IIROC registrants.

Mark is a regular contributor to FundLibrary.com and has appeared with BNNtv as an expert in Exchange Traded Funds. He is also a faculty member with the Knowledge Bureau™ - Canada’s leading post-secondary educational institute and publisher focusing on excellence in financial education for professional advisors and their clients - where he instructs on topics of portfolio construction and management.

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Robyn Thompson

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Robyn K. Thompson, CFP, CIM, FCSI is a seasoned wealth management advisory professional and founder of Castlemark Wealth Management Inc., serving the wealth management needs of high net worth families and individuals.

With a decade in the financial services business, Robyn holds the Certified Financial Planner (CFP) designation, Canada’s most respected designation for Financial Planners. She also holds the Chartered Investment Manager (CIM) designation, indicating the attainment of the professional standards and expertise necessary to provide money management services to high-net-worth and institutional clients. Robyn is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour and most senior credential in Canadian financial services.

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Susan Yates

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Susan Yates is the founder of CLIFE Inc., the Centre for Life Insurance and Financial Education (www.CLIFEce.ca). CLIFE provides online continuing education courses to life/A&S/general insurance agents and CFPs. The company specializes in providing timely courses relevant to the knowledge needs of financial advisors and agents, and currently provides a catalogue offering over 280 hours of Continuing Education (CE) credits. All courses are accredited by the Alberta Insurance Council, and CLIFE has blanket approval of courses in Saskatchewan and Manitoba. Some courses are ADVOCIS- and RIBO-approved. The company is an approved provider of continuing education by the Financial Planning Standards Council (FPSC), and meets all provincially regulated CE guidelines in provinces in which no formal accreditation process exists.

Susan is also contributing to the new Life License Qualification Program (LLQP) being developed by the Autorité des marchés financiers in association with CISRO (the Canadian Insurance Self-Regulatory Organization) and scheduled for rollout in 2015. She is both developing curriculum for the course and writing the new equivalent of the existing Financial Products Module, which will be called "Segregated Funds and Annuities." Susan is also developing an app for the new LLQP to help future students master learning concepts for success in their examinations.

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