Scotia iTRADE leads the way by working with respected industry leaders.

As a client, you can benefit from trading and investing education provided by our industry partners. Many have over 10 years of experience in financial services with areas of specialization that include ETFs, Fixed Income, Technical Analysis, Options and many more.

With our Ask The Expert service1, you can directly request an answer or clarification concerning a specific type of investment from a select industry expert.

Industry Experts

As Executive Vice-President, Jaime Purvis includes among his responsibilities the development and delivery of strategy and content in the self-directed investor channel. Additionally, he leads the educational campaigns for Horizons, such as the highly acclaimed Horizons ETF University series, and is a frequent speaker and panelist at industry events and commentator in the press. A Queen's University graduate with an Honours degree in Political Science, Jaime was involved in the original development of Horizons ETFs and has been with it and predecessor firms since 1995. Jaime represents Horizons ETFs on the Alternative Investment Management Association, the global organization for Alternative Investment operations and management, and is the past Chair of the Canadian Retail Sales Practices Committee.

About Horizons

With approximately $4.2 billion in assets under management and 76 ETFs listed on the Toronto Stock Exchange, Horizons makes up one of the largest families of ETFs in Canada. Horizons ETFs is a subsidiary of Horizons ETFs Management (Canada) Inc. and a member of the Mirae Asset Financial Group.

Jason Ayres has been an instructor for the Montréal Exchange for several years, and actively advocates and educates investors on the practical utilization of options for managing risk, cash flow and leverage. In addition to the development of numerous strategic relationships with some of the most prominent brokerages and exchanges in North America, Jason is the President of Learn To Trade Global as well as Founder of OptionSource.net. He is a Derivative Market Specialist by designation.

About the Montréal Exchange

The Montréal Exchange (MX) is Canada's national derivatives exchange, offering futures and options products that cover major asset classes, including interest rates with a time horizon of one day to 30 years, equities, FX, and Canadian stock indices. MX's options market comprises equity, index, currency and ETF options.

Patrick Ceresna has been providing education on behalf of the Montréal Exchange for several years. Patrick specializes in analyzing the inter-market relationships of the broader derivative markets and the impact those trends have on trading and investment decision making. In addition to being an Instructor, he is the Chief Derivative Market Strategist for Learn To Trade Global.com. He is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation.

About the Montréal Exchange

The Montréal Exchange (MX) is Canada's national derivatives exchange, offering futures and options products that cover major asset classes, including interest rates with a time horizon of one day to 30 years, equities, FX, and Canadian stock indices. MX's options market comprises equity, index, currency and ETF options.

Shawn Howell is an accomplished speaker, trader, author, and educator. He is a CBOE Master Instructor and co-founder of Pro Market Advisors, a consulting firm that serves as the primary educator for E-Trade. Over the past two decades, Shawn has held executive positions with some of the financial industry's leading brokerage and training firms including Charles Schwab, Investools and Thinkorswim Group. He is the co-author of Trading By Numbers: Scoring Strategies for Every Market (Wiley, 2012). He currently lives on the the central coast of California with his wife and two children where he continues to trade, consult, teach and design educational curriculum for traders at all levels.

Sarah is an active trader in both the options and futures markets. She is the author of How You Can Trade Like A Pro: Breaking into Options, Futures, Stocks and ETFs (Published by McGraw Hill) and founder of www.shecantrade.com, a company dedicated to sharing real live trades, market analysis and resources for traders and active investors.

Peter Ashton brings over 20 years of experience conceiving, launching and delivering market-leading products and services. In his current role at Recognia, he is responsible for all aspects of client services, ensuring that professional services and the delivery of new investment research sites to clients are executed with precision and integrity. As a member of Recognia's executive management team, Peter's role also includes client training and education. He is a frequent speaker at industry events for the world's leading retail brokers and at self-directed investor events such as the Traders Expo. Peter holds Bachelor's and Master's degrees in Electrical Engineering from the University of Manitoba.

About Recognia

Recognia is the industry leader in providing actionable technical analysis for self-directed investors and traders of all levels and types. The firm currently provides coverage of more than 55 exchanges worldwide, including stocks, ETF's, forex, indices, and futures. Founded in 2000, Recognia now has more than 20 million provisioned accounts worldwide, with a client base that includes Bloomberg, NYSE Euronext, Fidelity, Charles Schwab, Scotia iTRADE, TD Waterhouse, Kotak Securities, Saxo Bank and many more.

For the past 10 years, Kathryn St. John has been building products and tools to help self-directed investors understand, utilize and leverage technical analysis and chart pattern recognition to make better investment decisions. Her passion for excellence and her love of technical analysis has helped Recognia build industry leading products that today provide actionable investment research to a wide range of investors and traders. More than technical analysis, these products offer dynamic and action oriented trading ideas for all trader types. Mrs. St. John continues to lead product management initiatives at Recognia and has seen the products deployed around the globe in the world's largest brokerage firms, banks, and institutions. Prior to joining Recognia, Mrs. St. John held positions at Nortel Networks in Web Development and Project Management. Mrs. St. John is a graduate of Carleton University where she earned a Bachelor of Computer Science degree with a minor in Business and High Honours. She also holds certifications in Project Management Professional (PMP) and Pragmatic Marketing's Practical Product Management, and is a frequent guest speaker at different industry associations.

About Recognia

Recognia is the industry leader in providing actionable technical analysis for self-directed investors and traders of all levels and types. The firm currently provides coverage of more than 55 exchanges worldwide, including stocks, ETF's, forex, indices, and futures. Founded in 2000, Recognia now has more than 20 million provisioned accounts worldwide, with a client base that includes Bloomberg, NYSE Euronext, Fidelity, Charles Schwab, Scotia iTRADE, TD Waterhouse, Kotak Securities, Saxo Bank and many more.

AJ Monte is a Chartered Market Technician with over 30 years of experience in the financial industry. He currently serves as Chief Market Strategist for The Market Guys, teaching professionals and novices alike innovative techniques to accumulate and protect wealth. He is also one of the more recognized financial experts in the industry, thanks to his appearances on ABC, FOX Business and PBS television as well as a regular guest slot on "Serious Money Radio". AJ has authored two financial education books, and is known internationally for his financial educational Live events. His audiences range from small private investor groups, universities and corporate employee training, to large public events, including Tony Robbins Wealth Mastery & Harv Ecker's, 'Never Work Again'.

As a veteran in the industry, Rick has presented in hundreds of Live events across the U.S. and around the world. His expertise covers technical analysis, market strategy and risk management. Rick was the co-owner and managing partner of a trading firm that was one of the pioneers in online trading. He provided technical analysis, trading strategy and software training to the firm's traders. Rick also traded a partnership account during that time, executing up to 300 trades per day. Rick worked closely with some of the early creators of Small Order Execution System trading – the so-called "SOES Bandits".

Evelyn Jacks is the Founder and President of Knowledge Bureau, one of Canada’s leading national post-secondary institute for professional development in the tax and financial services. Knowledge Bureau is the publisher of certificate courses leading to the prestigious MFA (Master Financial Advisor) and Distinguished Financial Advisor designations, which signify mastery and specialization in providing tax, retirement, business, succession and estate planning services.

Ask the Expert

Thank you in advance for using Ask The Expert1, a new way to tap into the knowledge and experience of our team of industry experts.

Please note, our experts cannot answer questions regarding your personal portfolio, nor can they recommend any strategies or securities. Some examples of questions you may consider asking:

  • What is the difference between an ETF and a mutual fund?
  • How do interest rates affect bond performance?
  • What is an Iron Condor?

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You will receive a reply within 3-4 business days. If you are requesting an answer from a specific expert, it may take slightly longer.

We hope Ask The Expert becomes another source of valuable investing knowledge for you!