Moez Mahrez, CFA
Moez Mahrez, CFA, is an Investment Analyst with 5iResearch and Chief Editor of the ETFMU newsletter. He is responsible for management and generation of content for ETFMU as well as fund and industry research. Moez is a contributor to Canadian Money Saver magazine and has previously worked as a financial advisor at two of Canada’s biggest banks, specializing in investment advice and fund analysis. Moez holds the Chartered Financial Analyst designation and has a Bachelor of Commerce at McGill University.
Ryan Modesto, CFA
Ryan is a CFA charterholder and holds a Bachelor of Business Administration at Wilfrid Laurier University. Ryan is a regular guest on BNN, has contributed to The Globe and Mail, been featured in Canadian Business and sits on the Waterloo Economic Development Committee.
In addition to being a regular contributor to Canadian MoneySaver magazine and playing a key role in the investment research function at 5i Research, Ryan is closely involved in the production of each issue of the ETF & Mutual Fund Update. Ryan previously worked in High Net Worth Wealth Management at one of Canada’s largest banks and has also held various analytical positions in varying industries.
Lana Sanichar was the first employee at 5i Research Inc. and is Managing Editor of Canadian Money Saver magazine. She also writes regular columns for the Costco Connection and the Kincardine Independent. Lana holds a B.A. from the University of Waterloo.
Peter Hodson, CFA
Peter Hodson, CFA is CEO of 5i Research Inc., an independent research network providing conflict-free advice to individual investors (www.5iresearch.ca). Prior to starting 5i Research, Peter was Chairman of Sprott Asset Management LP, a Director of Sprott Inc. and lead portfolio manager for the Sprott Growth Fund. Peter has over 25 years of experience in the investment industry. He began his career as a managing director with Dominion Bond Rating Service, and later became associate director of equities at Mutual Asset Management where he managed over $1-billion in assets in its small-cap fund. He later joined Synergy Mutual Funds in 1997 and moved to CI Investments when it acquired Synergy in 2003. At CI, he was responsible for overseeing the management of various funds as vice president portfolio management. Mr. Hodson holds the Chartered Financial Analyst designation and has a Bachelor of Business Administration in Economics from the University of Western Ontario.