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Mon-Fri 8:30am – 5:00pm ET



Regional sales team

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Director, Intermediary Distribution, Western Canada
Vice President, ETF Online Distribution, BMO ETFs

Erin Allen has been a part of the BMO ETFs team driving growth since the beginning, joining BMO Global Asset Management in 2010 and working her way through a variety of roles gaining experience in client service, sales, and product development. For the past 5+ years, she has been working closely with capital markets desks, index providers, and portfolio managers to bring new ETFs to market that address the evolving needs of investors. More recently, Erin is committed to helping empower investors to feel confident in their investment choices through ETF education. Erin hosts the weekly ETF Market Insights broadcast, delivering ETF education to DIY investors in a clear and concise manner. Her focus is on supporting investors in their own investment journey. Erin has an honors degree from Wilfred Laurier University and her CIM designation.

Vice President, ETF Distribution

Richard has over 19 years of experience in the financial services industry. His key responsibilities include leading growth in BMO ETFs’ business, raising product awareness, and delivering a world-class experience to investment advisors and portfolio managers. He possesses product knowledge spanning across traditional and alternative investments.

Richard previously served as Director Equity Derivatives, CRM at TMX Montréal Exchange, where he oversaw the options market. His mandate was to develop the derivatives business by helping investment advisors and investors use options. He contributed for many years to the development of the derivatives market and has held increasingly senior positions during his tenure at the Montréal Exchange, where he carried out interactions with various market participants from the buy side to the sell side. Before joining the Montréal Exchange, he was at Desjardins, onboarding and relationship management for active traders at Disnat Direct.

Richard holds a number of industry designations including Derivatives Market Specialist (DMS®), Fellow of CSI (FCSI®) and is a Chartered Alternative Investment Analyst (CAIA®) Charterholder. He is an alumnus of John Molson School of Business, Concordia University with a BComm in Finance and Management Information Systems.

Director, Intermediary Distribution
Vice President, ETF Online Distribution
Director, Intermediary Distribution, GTA North
Director, ETF Distribution, GTA & Manitoba

A passionate 22 year veteran of the financial services industry, Chris oversees the proliferation of BMO ETFs throughout Central Canada, providing support to portfolio managers from downtown Toronto to Winnipeg. He transitioned from Corporate Treasury at RBC to the wealth business in 2005. Between 2006 and 2014, Chris was a significant sales contributor at IA Clarington, helping to grow the asset management company from $5 billion to over $16 billion. Chris joined BMO Global Asset Management in 2014 as Vice President Sales, Downtown Toronto, and has since cultivated many strategic relationships and partnerships, primarily in the IIROC channel.

Chris holds a Bachelor of Commerce degree from Saint Mary’s University, and numerous CSI accreditations. He has conducted hundreds of presentations, and has also been trained in both the Dale Carnegie and Sequoia Systems.

Director, Intermediary Distribution, Niagara

Richard Poulin is responsible for servicing both IIROC and MFDA Financial Advisors in the Burlington, Hamilton and Niagara regions, as well as some outlying cities in southwestern Ontario. Prior to joining BMO in 2008, he held a similar sales role at a competitor firm for almost five years, after having spent a number of years as an Associate Financial Advisor at an IIROC firm. Rich graduated from Brock University in 1998, and holds the CIM, FMA and FCSI designations from the Canadian Securities Institute.

Director, Intermediary Distribution
Director, Intermediary Distribution, Northern Alberta
Vice President, Intermediary Distribution – Manitoba, Southern SK & NW Ontario
Director, Intermediary Distribution, Eastern Canada
ETF Specialist, ETF Distribution, Eastern Ontario

Drew has more than 5 years of experience growing BMO Global Asset Management’s award-winning suite of Mutual Funds and ETFs. Known for his forward-looking strategic and consultative approach, in collaboration with an expert team of portfolio managers, Drew’s primary focus is on building value-added, customized solutions for Advisors and their clients, including investment analysis, market insights, trade ideas, fixed income, and foreign exchange. Prior to joining BMO, he was a member of an Advisor team providing discretionary investment services. Drew has taken several industry courses with the Canadian Securities Institute and holds a BA Specialization in Economics from the University of Western Ontario.

Director, Intermediary Distribution, Ottawa-Kingston
Director, Intermediary Distribution, Atlantic Canada
Director, Intermediary Distribution
Director, Intermediary Distribution
Managing Director, Head of Distribution, ETFs and Digital Distribution

With more than 25 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including ETF focused courses and Managed Accounts chapter of the CSC. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. This interaction builds on his institutional background in Managed Account platforms. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.

Director, ETF Distribution, Institutional Sales & Service, Western Canada

Mark is the BMO ETF team's representative for Western Canada. With over 30 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He is responsible for overseeing the proliferation of ETFs throughout Canada's vast western region and providing support to portfolio managers from the Pacific (Duncan B.C.), to the Lakehead (Thunder Bay, Ontario). He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Master’s degree in Russian History from McGill University and several CSI accreditations.

Director, ETF Distribution, Institutional Sales & Service, Ontario

Daniel Stanley's 18 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel's consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.

Director, ETF Distribution, Quebec & Atlantic
Director, Institutional & Advisory, Eastern Canada

Erika brings to the table experience in investment analysis, portfolio construction, and trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. She is known for her attention to detail and consultative approach in providing support and education to advisors and portfolio managers. Erika is a CFA charter holder and has obtained several licenses with the Canadian Securities Institute in derivatives and options trading. She holds a Bachelor of Commerce (double major in Finance and Marketing) from John Molson School of Business at Concordia University in Montreal.

Managing Director, Intermediary Distribution

Rob Butler is a seasoned financial professional, currently serving as Managing Director, Intermediary Distribution at BMO Global Asset Management, where he oversees sales distribution efforts. Rob previously held senior sales positions at Incapital Canada, HSBC & CIBC World Markets. His expertise spans across structured products, ETFs and active management solutions. Rob holds an MBA in Accounting and Strategy from the University of Windsor, and B.A. in Philosophy and Political Science from the University of Western Ontario.

Vice President, Intermediary Distribution

Sanjay Singla specializes in supporting financial advisors with best-in-class investment solutions, developing long-term partnerships, and acting as a trusted consultant to provide timely and relevant ideas to help with business building initiatives.

Having worked in the financial services industry since 1998, Sanjay’s experience and expert product knowledge in mutual funds, ETFs and Guaranteed Investment Funds, allows him to better understand advisor motivations and expectations. His goal is to focus on unique strategies, and ultimately, provide advisors with a competitive advantage.

Director, Intermediary Distribution
Director, Intermediary Distribution, Southwest Ontario

Kirsten joined BMO Global Asset Management in 2013 as the Director of Regional Sales for southwestern Ontario. She has been in the investment industry for approximately 20 years in both a sales and marketing capacity, 12 of which were spent in a Director role. Kirsten holds a degree in Economics from the University of Western Ontario. She is an avid horseback rider and loves all things gastronomic.

Director, Intermediary Distribution, Calgary & Southern Alberta
Director, ETF Distribution, Southern Ontario

As Director of ETF Distribution for southern Ontario, Jean Carlo brings over 15 years of experience in the financial services industry, notably in sales and relationship management. Prior to joining BMO, he held various sales and key account roles at Vanguard, and worked in business development at iShares (BlackRock). In addition to his extensive ETF experience, Jean Carlo spent a number of years supporting a strategic institutional clientele at Morningstar Canada. A native of Montreal, Jean Carlo is fluent in both English and French, and holds a BA from Concordia University, as well as CIM® and FCSI designations.

Vice President, National Accounts

Mike is responsible for Dealer Head Office relationships across Canada on behalf of our Investment Solutions, and leadership of the National Accounts Team. He has been with BMO since 2009, with previous experience in several areas of the Bank’s Wealth Management division including BMO Nesbitt Burns, BMO Private Banking, and leading BMO Asset Management’s Sales Reporting & Analytics Team. Mike is a graduate of McMaster University, holding a BA in Physics, a BA in Economics, and an M.B.A. from the DeGroote School of Business.