Experience

SIA Wealth Management

• Canada
• Financial Services
• 1 - 100 Employee

• Chief Market Strategist

  • Feb 2018 - Present

  Provide commentary market action and investment strategy to clients of SIA Wealth Management and SIA Charts based on a combination of fundamental, technical and relative strength analysis. I cover global market trends and sector rotation for indices, commodities, forex, stocks and ETFs. Provide commentary market action and investment strategy to clients of SIA Wealth Management and SIA Charts based on a combination of fundamental, technical and relative strength analysis. I cover global market trends and sector rotation for indices, commodities, forex, stocks and ETFs.



Canadian Society of Technical Analysts

• Canada
• Financial Services

• President

  • Jan 2015 - Present

  Leader of a national trade association devoted to the promotion and technical analysis and trading education. Chair national committees including education/training, membership, and conference aimed at growing membership and enhancing member benefits. Cultivate relations with similar national and global associations and develop corporate partnerships. Co-ordinate with other chapter heads and board members across Canada plus volunteers. Represent and promote the Society at industry events. Leader of a national trade association devoted to the promotion and technical analysis and trading education. Chair national committees including education/training, membership, and conference aimed at growing membership and enhancing member benefits. Cultivate relations with similar national and global associations and develop corporate partnerships. Co-ordinate with other chapter heads and board members across Canada plus volunteers. Represent and promote the Society at industry events.



CMC Markets

• United Kingdom
• Financial Services
• 700 & Above Employee

• Chief Market Strategist

  • Nov 2007 - Oct 2017

  As Chief Market Strategist, I produced two commentaries per day for individual traders and the press. Commentaries focus on market trends and technical trading strategy related to commodities (gold, crude oil and more), currencies (FX major pairs and popular crosses involving USD, CAD, EUR, GBP, JPY, AUD and more), and indices (S&P/TSX 60, Dow Industrials, S&P 500, FTSE, DAX, Nikkei, Hang Seng, S&P/ASX 200) from around the world. I also acted as a spokesperson for the company with the press and am regularly quoted in the media in Canada, the United States, the United Kingdom and Australia. I also appear frequently on Twitter, Facebook and YouTube.



Canaccord Genuity Group Inc.

• Canada
• Financial Services
• 700 & Above Employee

• Market Analyst

  • Mar 1996 - Oct 2007

  As Canaccord's technical analyst, I provided recommendations and analysis on Canadian and US equities and commodities. I published a daily market letter for retail and institutional clients, worked closely with the firm's retail and institutional sales forces and trading desks and gave seminar presentations. In addition to this I was an investment advisor with the firm, and worked with the syndication department including book running for retail advisors. As Canaccord's technical analyst, I provided recommendations and analysis on Canadian and US equities and commodities. I published a daily market letter for retail and institutional clients, worked closely with the firm's retail and institutional sales forces and trading desks and gave seminar presentations. In addition to this I was an investment advisor with the firm, and worked with the syndication department including book running for retail advisors.



Orion Securities

• Lithuania
• Investment Banking
• 1 - 100 Employee

• Research Assistant

  • May 1992 - Aug 1995