Anthony and his partners founded Veritas Investment Research in 2000. He is a Fellow Chartered Public Accountant, a fellow Chartered Accountant, a Certified Public Accountant (Illinois) and a member of the Association of Certified Fraud Examiners. He is a licenced portfolio manager. Anthony also serves as a member of the Ontario Securities Commission's Continuous Disclosure Advisory Committee since 2006. Anthony is an advocate for investors rights. He is frequent media commentator and public speaker on issues related to financial accounting and disclosure and is considered and industry expert in special situations related to accounting.
Kathleen is responsible for covering the Consumer Staples and Consumer Discretionary sectors. Kathleen has over 10 years of equity research experience on both the sell-side and the buy-side. She joined Veritas in 2009 after having spent seven years at CIBC World Markets as an equity analyst covering the retail sector. In 2007, she received two Financial Post/StarMine Canadian Top Analysts Stock Picking Awards: #1 in Business Trusts and #2 in Retail. Prior to her experience at CIBC, Kathleen spent three years as an investment analyst at Ontario Teachers Pension Plan Board.
David Carbonaro is a senior lawyer who practiced securities, corporate finance, mining and international law. He has extensive experience in international business and has advised companies doing business in Africa, Asia, the Middle-East and North America. Mr. Carbonaro was recognized by Chambers Global: The Guide to the World's Leading Lawyers for Business 2014 as a leading Foreign Expert in the areas of Corporate/Commercial (Experts Based Abroad) and Energy and Natural Resources: Mining and in 2013 as a leading lawyer in the areas of Energy & Natural Resources: Mining, and Corporate/Commercial (Saudi Arabia). He also received the recognition as a leading lawyer in the area of Global Mining by Canadian Legal Expert Directory 2013.
With 20 years experience in Canadian financial industry, Jessica was the Regional Sales Manager for Franklin Templeton Investments, one of the world’s largest investment companies. Since 2012 she became an independent entrepreneur and established several highly successful investment consulting/management companies committed to helping private clients and business owners invest in Real Estate developments, PE/VC and other top-tier alternative asset allocations. She’s the rarity among Chinese immigrant, having both rich experience in global capital markets and deep understanding of Chinese culture and economic development.
Jessica has studied Commerce at University of Western Ontario, as well as Guanghua School of Management in Peking University.
Gilbert has over 18 years of experience in the investor relations industry with a focus on natural resources. In addition, Gilbert has established a broad network of business relationships within the financial and investment communities in both North America and China. Gilbert’s expertise and experience has led to a strong following in the Chinese speaking investor community in Canada. In recent years, Gilbert has become frequent speaker and interviewee on mining topics for numerous media outlets, including the Financial Post, Wall Street Journal, Vancouver Sun, OMNI TV, and other industry publications.
Prior to joining Horizons ETFs, Raphael Chow gained experience at both online and full-service investment advisory brokerage firms. Raphael holds multiple financial designations including the Chartered Investment Manager (CIM) and Derivatives Market Specialist (DMS) certificates. Being trilingual in Mandarin, Cantonese and English, Raphael brings to the Horizons ETFs team a strong avenue to connect with the Asian community.
Iris graduated from University of Toronto with the background of economics and finance. She has over 8 years of experience in the financial industry and more than 4 years of training experience. When you are looking to learn more about self-directed investing in stocks, ETF’s, mutual funds, bonds, options; Iris can help! Her passion lies in teaching investors both beginners and advanced, how to manage their own portfolios. She helps clients to learn the ins and outs of self-directed investing and shows them the different tools and options available at National Bank Direct Brokerage. Iris’s goal is to educate investors on how to trade as well as to save them money by becoming “do it yourself” investors.
Mr. Najeeb Ghauri is the founder, chairman of the board of directors and CEO of NETSOL Technologies, Inc. Mr. Ghauri was responsible for restructuring NETSOL’s business model into an IT company and instrumental in completing NETSOL Technologies Inc.’s initial public offering in 1998, as well as listing the company’s major Pakistan-based subsidiary, NETSOL Technologies Ltd., on the Karachi Stock Exchange in 2005. Mr. Ghauri is active in various charitable and educational non-governmental organizations worldwide. He is a founding board member of the Pakistan Human Development Fund, which provides educational tools to children in underdeveloped areas of Pakistan.
A former dancer with the National Ballet of Canada, Juli Ann began her career as an entrepreneur at the age of 23. Over the past 13 years she has owned and sold her own successful ballet school as well as consulting other owners in her field to help them grow their customer base and achieve their goals. Juli Ann has been with Western Wealth Capital for 2 years and continues to be an integral part of their growth and success.
Nick founded UGE with a focus on distributed renewables to address the world’s energy and environmental challenges, and has led the company for the ten years since its inception. Raised on a Canadian nature reserve, Nick is a Fellow of the Society Actuaries with previous experience at JPMorgan and AIG. Over the past decade his leadership has focused on a productive and enjoyable company culture, which has seen the company forge new paths in solar and renewable energies, both in the US and abroad.
Scott has nearly 20 years of experience in the U.S. capital markets, investment banking, investor relations and corporate communication. Based in New York City, he directs a comprehensive capital markets program and investor relations strategy for Volition. His role includes strategic interactions with institutional investors, analysts, investment banks, and the financial media. Scott has served as Head of Investor Relations for four public companies, including Volition, and worked for several years as an investment banker in New York City. He earned his Bachelor of Science in Business Administration from Bryant University in Smithfield, RI and his Master of Arts and Doctor of Philosophy degrees from Brown University in Providence, RI.
Trevor R. Walker is the President and CEO of Frontier Lithium. Walker joined Frontier Lithium in 2010, and since then he has played a key strategic role in focusing the company on its PAK Lithium deposit in Northwestern Ontario. Under his leadership he has increased the company's overall readiness to develop its world-class lithium deposit, advanced global-minded marketing activities, and bridged partnerships to bring Canada's newest lithium mine project on line. Prior to joining the company, Walker was Vice President of the Consbec Group of Companies where he accumulated 10 years of experience in mining and construction industry. During his tenure at Consbec, he worked closely with companies such as GoldCorp, Rio Tinto, Westdome, Barrick, Noranda, Agrium and Unimin as well as other major companies.
Richard Ho, senior manager equity derivatives at TMX Montréal Exchange has been in the financial industry for over 14 years. Prior to joining TMX in 2006, he worked with a national brokerage firm in executing trades for active and high net worth clients. In his current role as senior manager equity derivatives, Richard leads various education initiatives and partnerships with brokerage firms. His aim is to help self-directed investors adapt to the use of equity options with a focus on developing and strategizing option portfolios for directional trading with predefined risk parameters. He also runs programs to show investors how to use option strategies to generate consistent income and to hedge their portfolios during times of high volatility. Richard is a derivative market specialist (DMS) by designation and a Chartered Alternative Investment Analyst (CAIA®) charterholder.
Desmond Griffin is CEO and Co-Founder of Glance Technologies Inc. Previously, Griffin co-founded PayByPhone (formerly Verrus Mobile Technologies) and was its CEO from inception to successful exit. Desmond led the PayByPhone team from concept to a platform processing tens of millions of mobile payments annually for millions of consumers in over 100 cities around the world. Desmond is also an active advisor to early stage technology companies. He holds a Bachelors of Business Administration degree from Simon Fraser University and holds the Chartered Financial Analyst designation.