HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Scott Chan joined Canaccord Genuity in July 2010 as a financial services analyst. Previously, Scott worked at an independent investment bank for one year as a small-cap financial services and desk analyst. Scott also worked as a generalist analyst for five years, and at an independent Canadian investment company for three years in special products. He holds an Honours Bachelor of Administrative and Commercial Studies from the University of Western Ontario and an MBA in Investment Management from Concordia's John Molson School of Business. Scott is a CFA charterholder.

Robert Young joined Canaccord Genuity as a technology analyst as part of the integration of Genuity Capital Markets in 2010. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks. Robert was ranked as a top earnings estimator (software/ IT services) in the 2018 StarMine Analyst Awards from Refinitiv. He holds an MBA from the Richard Ivey School of Business at the University of Western Ontario, as well as a Bachelor of Engineering from McMaster University.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Aubrey Hearn, Vice-President and Senior Portfolio Manager at CI Investments

Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund’s benchmark index.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

David Milosevic, Lawyer

Milosevic & Associates

David primarily practices complex commercial litigation, fraud and securities litigation. He is certified by the Association of Certified Fraud Examiners (ACFE).

David’s practice is focused on complex commercial litigation, fraud, and securities litigation. He has acted on some of the largest civil fraud claims in Ontario and has extensive experience managing complex litigation involving large volumes of documentary disclosure and multiple parties. David takes a long range, strategic approach to litigation, and has a proven track record of obtaining results for his clients.

David has successfully defended clients at trial in claims involving tens of millions of dollars in dispute. He has successfully brought complex claims to trial, and has successfully defended clients in class action litigation. David appears regularly before the Superior Court and Court of Appeal for Ontario and has appeared before the Supreme Court of Canada. He is a dedicated advocate who is committed to the highest standards of ethics, expertise and client service in his practice.

David has extensive overseas business experience and brings solid business judgment to his clients’ litigation matters. David articled at a major Bay Street law firm.

Youth Employment Services YES, Board of Directors is pleased to announce the appointment of Timothy Lang as President and Chief Executive Officer.

“The Board of Directors and Presidential Selection Committee conducted a comprehensive search to identify a President and CEO who will help lead YES into the future and ensure that it continues to achieve its vision of ‘Changing lives…forever’. As President and CEO, Tim Lang will lead a strong team that helps thousands of young people develop skills that help secure employment”, said James Hunter, Chair of the Board of Directors. “We are delighted to have found such a leader in Tim Lang, whose exemplary qualifications will build on YES’ extraordinary strengths and further position the organization for long-term, success.”

Timothy Lang has held executive and senior management positions in the corporate and not-for-profit sectors, with an extensive leadership record of success. Most recently Tim served as Vice President, Advancement at St. Francis Xavier University, where he helped achieve record funding and reputational growth. Previously Tim held executive and management positions with Energy Savings Income Fund, Bell Canada, and Xerox. Tim has served on several not-for-profit boards including the Children’s Aid Society Foundation and various food banks and youth organizations. Tim holds a B.A. from StFX University and a Master’s Degree from the University of Manitoba. Tim received the Queen’s Jubilee Medal in 2012 for outstanding contributions to the community.

“I am very passionate about the mission at YES and look forward to working with an exemplary team to help make YES greater still”, said Mr. Lang. “YES has received tremendous support from individuals, corporations and government, including Federal, Provincial and the City of Toronto, and this has led to YES having an impact on hundreds of thousands of lives over nearly 50 years. We will strive to grow and help even more youth in the future.”

Vice Chair of the Board, Patti Wright stated, “We are excited to have Tim lead the YES organization, and his record of innovation and ability to inspire and excite stakeholders will help achieve the YES mission”.

YES believes that employment is empowerment and the cornerstone of safe and healthy communities. YES leads the Canadian youth sector with innovative programs that empower disadvantaged and vulnerable youth to become self-sufficient contributing members of society.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

James A (Sandy) McIntyre

Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments Aug 2000 – 2018.

Richard Davis

President Investor and Strategy Unity Technologies

• I sit at the intersection of essentially every part of Unity, I am a trusted advisor up and down the organization by providing a 360-degree view of how our ecosystem of investors, competitors and customers think and respond.

Achievements:

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Tony Dwyer // Tony serves as Canaccord Genuity’s Head of the US Macro Group and Chief Market Strategist, and sits on the firm’s US Operating Committee.

Derek Dley // Derek is a consumer products analyst and the Head of Canadian Research. He is part of the Canadian OPCO, working closely with the Head of Capital Markets and the Head of Global Distribution on a multitude of strategic initiatives to the business.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Michael Hainsworth // Toronto-based broadcaster, technology enthusiast, amateur photographer, and self-proclaimed secret agent. 

Paula Courtney // Covenant House Sleep Out Event Committee Chair.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Martin Roberge

Martin Roberge has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts.

Don Vialoux

Don holds a Chartered Market Technician (CMT) designation, is an independent advisor with close to 40 years of experience in the investment industry. He is a past president of the Canadian Society of Technical Analysts and a former technical analyst at RBC Investments. Don and his son Jon publish a regular technical analysis newsletter, Tech Talk, on their website, Timing The Market.

His CMT paper, entitled “Seasonality in Canadian Equity Markets,” was published in the Spring-Summer 1996 edition of the CMT Association Journal. Don also has extensive experience with ETFs and conservative option strategies. In 1990, he wrote a report that was released in the International Federation of Technical Analyst Journal entitled “Profiting from a Combination of Technical and Fundamental Analysis.” The report introduced “The Eight Phases of the Stock Market Cycle,” an investment concept that continues to identify profitable entry and exit points for North American equity markets. He is currently a member of the Toronto Society of Fundamental Analyst’s Derivatives Committee. Don is a frequent contributor to BNN TV.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Gordon Stein

Gordon is a personal finance keynote speaker and author of the bestselling Cashflow Cookbook - a unique personal finance book that offers an approach to help readers add millions of net worth with minimal effort and sacrifice. The book has become a Toronto Star column and his talks are in high demand.

Speaking presentations include:

Wealth Building for Clients of Financial Advisors - In this presentation, innovative strategies are presented to help clients reduce spending with minimal effort and sacrifice, freeing up cashflow for incremental investment contribution

Wellness For Employees - High debt loads and housing costs have left employees stressed out like never before. According to PWC, the most requested employee benefit is help with their personal finances. This presentation shows employees some easy recipes to get their finances under control and reduce their stress.

Financial Wellness for Students - High School, College and University Students receive very little personal finance education and then graduate and begin to earn for the first time. With worked examples, this talk shows them step by step how to build a solid financial base.

Jaime Carrasco, Senior Investment Advisor and Senior Portfolio Manager

Jaime is a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.

With hosts Wolfgang Klein and Jack Hardill. 

Guest:

Drummond Brodeur, MBA, CFA

Senior Vice-President, Portfolio Manager and Global Strategist

Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond’s experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor’s degree from the University of Western Ontario and two Master’s degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.

With hosts Wolfgang Klein and Jack Hardill. 

Guests:

Javed Mirza joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.

Dan Daviau was appointed President and Chief Executive Officer and a director of the Company and Chief Executive Officer of Canaccord Genuity Group Corp. effective on October 1, 2015. Previously, Dan served as President of Canaccord Genuity’s North American Capital Markets business from February 2015. From 2012 to 2015, he was President of the firm’s US Capital Markets business, where he helped to structure the firm’s investment banking, research, sales, and trading operations in the region and improve cross-border capabilities. From 2010 to 2012, he was Head of Investment Banking for Canaccord Genuity. Before the Canaccord/Genuity merger that was announced in 2010, Dan was a Principal and Founder of Genuity Capital Markets, where he held a variety of senior roles since 2005.

Before 2005, Dan was Co-Head of Investment Banking at CIBC World Markets, a firm he joined in 1991. While at CIBC World Markets, he also served as the Head of the Media and Telecommunications Group since 2000 and Head of the Technology Investment Banking Group in Canada since 1997.

Having started his career as a securities lawyer with Goodman & Co., Dan has extensive experience in a broad range of financing transactions and M&A assignments.

Dan is based in Toronto, Canada. He holds an MBA from York University, an LL.B. from Osgoode Hall/York University, and a B.A. (Math and Statistics) from the University of Western Ontario.

Mr. Daviau is not currently a director of any other public companies.