CIBC Asset Management, Inc. The asset management subsidiary of CIBC, provides a range of high- quality investment management services and solutions to retail and institutional investors. Offerings include: a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals and portfolio management for institutional clients. CIBC Asset Management is one of Canada’s largest asset management firms.

DMAT Capital Management Inc. (“DMAT”) is a boutique portfolio management firm founded by Barry Allan, a renowned Canadian fixed income manager, in 2019. DMAT currently has a team of four investment professionals – led by Mr. Allan – that is focused on creating specialized and non-traditional fixed income strategies designed to meet the needs of Canadian financial advisors and their high-net-worth clientele.

Fiera Capital Corp. Publicly-traded with offices across the U.S. and Canada, Fiera Capital Corp. has become a leader in the realm of non-traditional investment solutions. It has vast experience and expertise in Canadian fixed income, North American preferred shares, Canadian and foreign equities, asset allocation and alternative strategies.

Guardian Capital LP is one of Canada’s leading asset managers which has been managing institutional assets since 1962. In partnership with Horizons ETFs, it has successfully implemented its “GPS” approach that focuses on three key fundamental drivers: growth of dividend payout; payout of cash flow; and sustainability of the payout. Having a portfolio of stocks that offers a combination of these three factors gives Guardian an excellent track record and future in dividend investing.

Inovestor is a leading provider of professional financial platforms and services. Since 1999, more than 500 investment advisors, banks, insurance companies and exchanges have been relying on our fundamental data and analytics to make optimal investment decisions. The company has 40 dedicated employees with offices in Montreal & Toronto in Canada and Greenwich in the US.

Horizons ETFs was acquired by Mirae Asset in 2011. Headquartered in in Seoul, South Korea Mirae Asset is one of the world’s largest investment managers in emerging market equities with offices located in Australia, Brazil, Canada, China, Colombia, Hong Kong, India, Korea, Taiwan, the U.K., the United States and Vietnam. The firm manages assets globally through a diversified platform to offer market-leading franchises in traditional equity and fixed income products, ETFs and alternative strategies, such as real estate, private equity and hedge funds. Mirae Asset Global Investments is focused on providing equity and fixed income investment advisory services to mutual funds, foreign investment trusts, and institutions.

ReSolve Asset Management Inc. is a Toronto-based investment management firm that delivers ETF Managed Portfolio Solutions focused on global asset allocation. In serving advisors, institutions and individual investors in both Canada and the United States, ReSolve puts research and education at the centre, with abundant resources at its research blog (GestaltU.com) and risk parity education portal (RiskParity.ca). The firm offers its strategies via Separately Managed Accounts, an Accredited Investor Fund, and now, an ETF.

Jeff Lucyk is Executive Vice-President, Head of Sales for Horizons ETFs. Mr. Lucyk is responsible for managing and leading the sales team to identify new business opportunities and enhancing the growth of the firm. He was formerly the Vice-President, National Sales Manager at Norrep Investments. Mr. Lucyk graduated from Brock University with an Honours Degree in Business Administration and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Dave joined Horizons ETFs in 2018, focusing on institutional sales in Canada and abroad. He previously served as an institutional equity salesperson in Toronto, covering institutional buy side accounts in Canada and the United States. Prior to working in equity sales, he spent two years in equity research, covering energy and energy services. Before moving into capital markets, Dave spent eight years in various investment-related roles within BMO Financial Group. He has been in the financial industry since graduating from the University of Western Ontario in 2000.

Emerson has been in the Canadian ETF industry for over seven years serving Canada’s leading financial institutions, including four years at BMO Global Asset Management before joining Horizons ETFs in 2019. He brings a deep understanding of today’s institutional investment landscape, navigating capital markets interactions and experience helping institutions integrate ETFs as an effective tool for their portfolio management duties. Emerson achieved an Honours BBA degree from Wilfrid Laurier University and holds the Chartered Financial Analyst (CFA®) designation. While not at work, he is an avid traveller, skier, and lover of the outdoors.

Owen Jansen has been in the financial services industry since 2022, including experience at RBC Dominion Securities and National Bank Financial. He is a graduate of Saint Leo University in Florida, where he graduated with honours in the field of Business Management and competed for the varsity baseball team. Owen is currently pursuing the CFA designation and is keenly focused on providing value to the Horizons ETFs’ clients.

Brock Smusiak has been with Horizons ETFs since 2018, previously partnering with advisors in our BC territory, and in the financial services industry since 2013. Prior to Horizons ETFs, his experience includes being a wealth solutions specialist at Sun Life Financial and an associate at a private wealth firm. He holds the Chartered Financial Analyst (CFA®) designation and is a graduate of the University of Guelph, where he obtained his Bachelor of Business Administration (Honours).

Julien Falcone has been in the financial services industry since 2021. He has a Master’s degree in International Business from the Maastricht University School of Business and Economics in the Netherlands and is fluent in both French and English. Before joining Horizons ETFs, Julien was a Financial Advisor, which allowed him to gain a strong understanding of portfolio management and investment products. He is currently pursuing the CFA designation.

With over 25 years of extensive experience in financial services Krista Hicks joined Horizons ETFs in 2013. Her former roles included being a District Sales Manager with Fidelity Investments Canada ULC and Associate Investment Advisor with BMO Nesbitt Burns Inc.

Julia Howe has been in the financial services industry since 2014, including serving as a sales representative at BMO ETFs where she developed client relationships in the Ontario region. Prior to joining Horizons ETFs, Ms. Howe was with State Street Global Advisors where she focused on Institutional clients throughout Canada. She holds the Chartered Investment Manager (CIM®) and is a graduate of McGill University.

Casper Kleczek has been in the financial services industry since 2014, including serving as Business Development Associate with Specialty Life and Industrial Alliance. He is trilingual speaking English, French and Polish and is currently pursuing his CFP. Casper is a graduate of York University, Glendon College.

Marie Chantal Lauzon has been with Horizons since 2012. She has extensive experience in financial services, most of which has been in business development focused on financial advisors. Prior to joining Horizons ETFs, Ms. Lauzon was Senior Sales Manager and Head of Quebec for Excel Funds and a Senior Consultant at Standard Life.

Brian Harman has been at Horizons since 2019. He came to financial services from a varied background in sales, accounting, project management and the music industry. He brings to Horizons a strong commitment to customer service and a passion for the market. He is currently pursuing the CFA designation and is a graduate of the University of Toronto and McGill University. Brian is bilingual in English and French.

Karim Ghalayini joined Horizons in 2017. He brought his experience in financial services with a focus on business development with financial advisors. Prior to joining Horizons ETFs, Mr. Ghalayini was a Business Development Manager at AGF Investments and National Bank Investments. He has a strong understanding of portfolio management and investment products. He is trilingual in English, French and Arabic.

Nefis Sebai has been in the financial services industry since 2009, including serving as a bilingual mutual funds representative at TD Bank. He brings to Horizons ETFs a strong understanding of investment vehicles from working with high-net-worth families. He is fluent in both English and French and has successfully completed the Canadian Securities Course (CSC). He also holds an EMBA from the Mediterranean School of Business in Tunisia.

Skye Collyer has worked in financial services since 2007, including roles at retail full-service brokerages, and in asset management and advisor distribution. Her former positions include Vice-President, Sales and Marketing at AlphaNorth Asset Management and Vice-President, Regional Sales at Norrep Capital Management Ltd. She also served as a senior consultant in client services for various financial, technology and media outlets, including on-air coverage for BNN Bloomberg.

She holds an MBA from the University of British Columbia and successfully completed a Global Network of Advanced Management program from the Yale School of Management.

James Rollo has been in the financial services industry since 2015, including serving as relationship co-ordination officer at the Royal Bank of Canada and an investment relations administrator at Citco Fund Services and most recently as the client services representative for Horizons ETFs. He has successfully completed the Canadian Securities Course (CSC) and is a Level 2 CFA candidate.

Andrew Gennaro joined Horizons ETFs in 2016 from Questrade, where he held progressive roles for over three years. Before assuming his current role, he served as Horizons ETFs’ Southwest Ontario inside sales representative.

Aidan Lander graduated from Wilfrid Laurier University in 2023 with a Bachelor of Business Administration. He also studied at the Kedge School of Business in Bordeaux, France, and is fluent in English and French. Before joining Horizons ETFs, Aidan gained experience within the insurance and government relations industries. Aidan is dedicated to building connections and providing support to his clients.

Ryad Tahri holds an Honours Bachelor of Commerce from the Toronto Metropolitan (Ryerson) University. He is multilingual, fluent in French, Arabic, and English and has a working proficiency in Spanish.  Before joining Horizons ETFs, Ryad gained valuable experience from working at KPMG, Fidelity and Mackenzie Investments. He has a passion for the capital markets and is currently pursuing the CFA designation.

Morgan Jones graduated from the University of Guelph in 2023 with a Bachelor of Commerce Major in Economics and Finance. His passion for the financial markets drives him to grow as a business professional. Morgan has completed the Canadian Securities Course and is currently pursuing the CFA designation.