Ask the Expert

Gain insights and knowledge from trading and investment pros.

 

 

iTradeU

Scotia iTRADE leads the way by working with respected industry leaders.

As a client, you can benefit from trading and investing education1 provided by our industry partners. Many have over 10 years of experience in financial services with areas of specialization that include ETFs, Fixed Income, Technical Analysis, Options and many more.

Thank you in advance for using Ask the Expert2, a new way to tap into the knowledge and experience of our team of industry experts.

Please note, our experts cannot answer questions regarding your personal portfolio, nor can they recommend any strategies or securities. Some examples of questions you may consider asking:

  • What is the difference between an ETF and a mutual fund?
  • How do interest rates affect bond performance?
  • What is an Iron Condor?
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(If you'd like an answer from a specific expert, please include their name in your question.)

You will receive a reply within 3-4 business days. If you are requesting an answer from a specific expert, it may take slightly longer.

We hope Ask the Expert becomes another source of valuable investing knowledge for you!

Industry experts by category:

Gord Wiesemann

Gord Wiesemann
Manager, Technical Analysis, Scotia Wealth Management

Gord Wiesemann began working in the financial industry in 1992 with ScotiaMcleod as an Advisor’s Assistant and quickly cultivated an interest in market analysis and commodity futures trading that soon saw him advance to oversee the company’s central futures trading desk. He eventually left ScotiaMcleod to pursue the setup and operation of an independent futures commission merchant and in the process began publishing daily financial market commentary and analysis. As an investment advisor Gord developed a name for himself in Toronto’s small commodity trading community by offering consistently valued, high quality research material and trading models that were coveted by investors and advisors alike. In 2010 Gord was recruited to return to ScotiaMcLeod as a part of the Plaza Futures team. He brought a level of technical experience and analytical skill that was intended to set Scotia’s Plaza Futures’ offering apart from everyone else in the industry. Since 2010 Gord has regularly published Scotia Plaza’s Futures Notes with an emphasis on disciplined technical trading strategies and an unbiased summary of critical macroeconomic events.

About Scotia Wealth Management

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

Peter Ashton

Peter Ashton
Vice President, Client Services, Recognia Inc.

Peter Ashton brings over 20 years of experience conceiving, launching and delivering market-leading products and services. In his current role at Recognia, he is responsible for all aspects of client services, ensuring that professional services and the delivery of new investment research sites to clients are executed with precision and integrity. As a member of Recognia's executive management team, Peter's role also includes client training and education. He is a frequent speaker at industry events for the world's leading retail brokers and at self-directed investor events such as the Traders Expo. Peter holds Bachelor's and Master's degrees in Electrical Engineering from the University of Manitoba.

Kathryn St. John

Kathryn St. John
Director, Product Management, Recognia Inc.

For the past 10 years, Kathryn St. John has been building products and tools to help self-directed investors understand, utilize and leverage technical analysis and chart pattern recognition to make better investment decisions. Her passion for excellence and her love of technical analysis has helped Recognia build industry leading products that today provide actionable investment research to a wide range of investors and traders. More than technical analysis, these products offer dynamic and action oriented trading ideas for all trader types. Mrs. St. John continues to lead product management initiatives at Recognia and has seen the products deployed around the globe in the world's largest brokerage firms, banks, and institutions. Prior to joining Recognia, Mrs. St. John held positions at Nortel Networks in Web Development and Project Management. Mrs. St. John is a graduate of Carleton University where she earned a Bachelor of Computer Science degree with a minor in Business and High Honours. She also holds certifications in Project Management Professional (PMP) and Pragmatic Marketing's Practical Product Management, and is a frequent guest speaker at different industry associations.
 

About Recognia

Recognia is the industry leader in providing actionable technical analysis for self-directed investors and traders of all levels and types. The firm currently provides coverage of more than 55 exchanges worldwide, including stocks, ETF's, forex, indices, and futures. Founded in 2000, Recognia now has more than 20 million provisioned accounts worldwide, with a client base that includes Bloomberg, NYSE Euronext, Fidelity, Charles Schwab, Scotia iTRADE, TD Waterhouse, Kotak Securities, Saxo Bank and many more.

AJ Monte

AJ Monte
Chief Market Strategist, The Market Guys Inc.

AJ Monte is a Chartered Market Technician with over 30 years of experience in the financial industry. He currently serves as Chief Market Strategist for The Market Guys, teaching professionals and novices alike innovative techniques to accumulate and protect wealth. He is also one of the more recognized financial experts in the industry, thanks to his appearances on ABC, FOX Business and PBS television as well as a regular guest slot on "Serious Money Radio". AJ has authored two financial education books, and is known internationally for his financial educational Live events. His audiences range from small private investor groups, universities and corporate employee training, to large public events, including Tony Robbins Wealth Mastery & Harv Ecker's, 'Never Work Again'.

Kirsten Boer

Kirsten Boer
Associate Director, Sustainalytics

As an Associate Director on Sustainalytics’ Advisory Services team, Kirsten supports asset managers and asset owners to integrate Sustainalytics’ environment, social and governance (ESG) research in the execution of their sustainable investment strategies. Kirsten also manages and executes projects to support investors in developing and implementing sustainable investment strategies and has supported the development of thematic content related to carbon risks and stranded carbon assets. Prior to joining Sustainalytics, Kirsten worked for a certification standard in the voluntary carbon markets, where she oversaw the certification of greenhouse gas emission reduction projects and the commercialization of the resulting carbon credits.
 

About Sustainalytics

Sustainalytics is a global leader in ESG and Corporate Governance research and ratings. Over the last 25 years, we have brought together leading ESG research and client servicing professionals to retain that personal touch that has helped us to grow. Today, Sustainalytics supports hundreds of the world’s foremost investors who incorporate ESG and corporate governance insights into their investment processes.

Evelyn Jacks

Evelyn Jacks
President of Knowledge Bureau

Evelyn Jacks is the Founder and President of Knowledge Bureau, one of Canada’s leading national post-secondary institute for professional development in the tax and financial services. Knowledge Bureau is the publisher of certificate courses leading to the prestigious MFA™(Master Financial Advisor) and Distinguished Financial Advisor designations, which signify mastery and specialization in providing tax, retirement, business, succession and estate planning services.

Nick Chamie

Nick Chamie
CFA, Director, Fixed Income & Strategy, Scotia Wealth Management

Nick Chamie holds the position of Director, Fixed Income & Strategy within Scotia Wealth Management Global PAG. He is responsible for developing the global investment strategy and asset allocation process for clients across global equities, fixed income, commodities and currencies. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focussed on investment strategy research in global FX markets and emerging market currencies, local rates and external debt for 17 years. He and his team were ranked #4 in the world for best emerging markets research in the 2009 Euromoney poll.
 

About Scotia Wealth Management

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

Mark Noble

Mark Noble
Head of Sales Strategy, VP Communications and Public Relations, Horizons Exchange Traded Funds Inc.

Mark Noble has been with Horizons ETFs for more than 7 years and is responsible for its external communications and sales strategy. Mark is a strong proponent of financial literacy and ETF education and works closely with Horizons sales and marketing teams to build out client education tools and initiatives that help Canadians become better ETF investors. Prior to working at Horizons ETFs, Mark was a personal finance journalist at the Advisor Group, a leading financial services publication that serves the Canadian Financial Advisor market.


About Horizons

With approximately $4.2 billion in assets under management and 76 ETFs listed on the Toronto Stock Exchange, Horizons makes up one of the largest families of ETFs in Canada. Horizons ETFs is a subsidiary of Horizons ETFs Management (Canada) Inc. and a member of the Mirae Asset Financial Group.

David Barber

David Barber
Vice President, National Accounts, First Asset

David Barber is Vice President of National Accounts and brings more than 20 years of experience in the financial services sector to his role at First Asset. David is responsible for the development and maintenance of key relationships for First Asset ETFs. He works with ETF Analysts, Portfolio Managers both institutional and retail, Product Managers, Investment Consultants as well as with the Self-Directed Investment channels to integrate First Asset ETFs into their business models.

Prior to joining First Asset, David was an investor relations account executive, as well as a fixed-income broker at an inter-dealer brokerage. David has a BSc. (Biology) from the University of Western Ontario and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Jason Ayres

Jason Ayres
DMS, Montréal Exchange

Jason Ayres has been an instructor for the Montréal Exchange for several years, and actively advocates and educates investors on the practical utilization of options for managing risk, cash flow and leverage. In addition to the development of numerous strategic relationships with some of the most prominent brokerages and exchanges in North America, Jason is the President of Learn To Trade Global as well as Founder of OptionSource.net. He is a Derivative Market Specialist by designation.

Patrick Ceresna

Patrick Ceresna
CMT, CIM, DMS, Montréal Exchange

Patrick Ceresna has been providing education on behalf of the Montréal Exchange for several years. Patrick specializes in analyzing the inter-market relationships of the broader derivative markets and the impact those trends have on trading and investment decision making. In addition to being an Instructor, he is the Chief Derivative Market Strategist for Learn To Trade Global.com. He is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation.


About the Montréal Exchange

The Montréal Exchange (MX) is Canada's national derivatives exchange, offering futures and options products that cover major asset classes, including interest rates with a time horizon of one day to 30 years, equities, FX, and Canadian stock indices. MX's options market comprises equity, index, currency and ETF options.

Andrew Edelberg

Andrew Edelberg
CFA, Manager, Fixed Income and Hybrids, Scotia Wealth Management

Andrew joined ScotiaMcLeod’s Global Portfolio Advisory Group in December 2014. He is responsible for providing investment advice and recommendations for fixed income and hybrid securities. Andrew also constructs fixed income portfolios and writes recommendations on a special situations basis.   Prior to joining the Global Portfolio Advisory Group, Andrew worked as an investment analyst at Birkenshaw & Company. The company is primarily engaged in activist investing in junior mining. While there, he created and analyzed merger and discounted cash flow models for potential transactions. Prior to being an investment analyst, Andrew worked for Fraser Mackenzie as a research associate in Metals & Mining and Oil & Gas Andrew received his Bachelor of Commerce, with a Major in Finance from McGill University. He was subsequently awarded his Chartered Financial Analyst designation in 2014.

Paul Bhangu

Paul Bhangu
CFA, MBA, Director, U.S. & International Equities, Scotia Wealth Management

Paul Bhangu is a registered Portfolio Manager within the Global Portfolio Advisory Group of Scotia Wealth Management, responsible for developing equity strategy for U.S. and international equities. Paul employs both bottom‐ up and top‐down investment strategies in managing two equity mandates and associated recommended lists. Prior to joining Scotia Wealth Management, he held the positions of Senior Analyst at HSBC Investments and Analyst at SEI Investments, where he focused on International and Canadian equity research and portfolio strategy. At SEI, he was a member of the portfolio management team that was awarded Lipper Awards for the best Canadian Equity Fund in the ten‐year category for 2010, 2011 and 2012. Paul has over 13 years of experience in the investment industry. Paul holds an MBA degree from the Rotman School of Management at the University of Toronto. He is a Chartered Financial Analyst and has completed the Chartered Market Technician Program.

Chelsea Campbell

Chelsea Campbell
CFA, Manager, Equity Hybrids, Scotia Wealth Management

Chelsea has worked within the Global Portfolio Advisory Group since January 2014. She provides investment coverage on the preferred share and convertible debenture markets to advisors across the Scotia Wealth network. Prior to joining the Global Portfolio Advisory Group, Chelsea worked as a research assistant for Tidewater Research, providing direct market research to consultants at Investor Group Services. Chelsea is a CFA charterholder.
 

About Scotia Wealth Management

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.