Larry Berman

Larry Berman Email and Phone Number

Chief Investment Officer @ Quintessence Wealth
Vaughan, ON, CA
Larry Berman's Location
Greater Toronto Area, Canada, Canada, Canada
Larry Berman's Contact Details

Larry Berman personal email

n/a

Larry Berman phone numbers

About Larry Berman

As Partner and Chief Investment Officer, Larry is Co-Founder of Quintessence Wealth (www.QWealth.com). Since 2007, Larry is well known as the host of Berman’s Call on BNN Bloomberg. His qualifications and 30 plus years of industry experience are extensive. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter-holder, a US registered Commodity Trading Advisor (CTA), and holds a BA in Economics from York University.Prior to founding QWealth (formerly ETF Capital Management), as Chief Technical Strategist and a Managing Director for CIBC World Markets, he led the technical and quantitative research department. Larry was also a senior technical analyst for Technical Data (now Thomson Reuters) in Boston and senior technical analyst and commodity trader for Marleau, Lemire Futures in Toronto. Larry began his career as a Toronto based investment advisor assistant in 1986, while completing his undergraduate degree. He completed a technical internship in New York with the CMT Association (CMT Association) in 1994, where he studied the techniques of many top Wall Street market strategists.Larry is a multi award winning portfolio manager focusing on asset allocation, capital preservation with a value or growth at a reasonable price tilt to his investment style. His award-winning investment philosophy focuses on assessing risk and return. Larry is working on incorporating an artificial intelligence into his investment process as he believes it will remove behavioural biases that are inherently the biggest cost of emotional investing decisions.Larry is the original author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI), which is the basis of education for technical analysis in Canada. Larry is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman of the International Federation of Technical Analysts (www.ifta.org), and past President of the CMT Association. Larry is passionate about educating investors and giving back to the community. He is an active supporter of brain health (Dementia) research at the Baycrest Hospital Foundation, where he sits on the investment committee. He’s actively involved with the Children’s Aid Foundation, where he established the Berman Family Scholarship to help youth in care financial need to fund post-secondary education. For over 15 years on BNN Bloomberg’s Berman’s Call, Canadians look to Larry to deliver insights about market performance, education, asset allocation, and prudent risk management.

Larry Berman's Current Company Details
Quintessence Wealth

Quintessence Wealth

View
Chief Investment Officer
Vaughan, ON, CA
Larry Berman Work Experience Details
  • Quintessence Wealth
    Chief Investment Officer
    Quintessence Wealth
    Vaughan, On, Ca
  • Quintessence Wealth
    Chief Investment Officer
    Quintessence Wealth Nov 2006 - Present
    Toronto, Ontario, Ca
  • Business News Network (Bnn)
    Host
    Business News Network (Bnn) 2007 - Present
    Toronto, Ontario, Ca
    Host of Berman's Call
  • Etf Capital Management
    Partner, Chief Investment Officer
    Etf Capital Management Nov 2006 - Present
    Toronto, Ontario, Ca
    ETF Capital Management (ETFCM) was founded in 2006 as a Portfolio Management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. Combining the themes of wealth preservation and growth, financial and estate planning, diversified ETF-based investing, and global tactical asset allocation. Visit www.ETFCM.com to learn more. In 2018, the firm changed its name to Quintessence (Q) Wealth - expanding its partnership structure to allow other Portfolio Managers to join in the same way Lawyers or Accountants join Professional Partnerships. Since 2018, ETF Capital Management has been a founding Partner in the Quintessence Wealth Partnership. Visit www.Qwealth.com to learn more.
  • Etf Capital Management
    Chief Investment Officer
    Etf Capital Management Nov 2006 - Nov 2006
    Toronto, Ontario, Ca
  • Mta Educational Foundation
    International Advisor
    Mta Educational Foundation Jul 2008 - Jul 2013
    Set direction and vision
  • Cmt Association, Inc.
    Director, Past President
    Cmt Association, Inc. Jul 2004 - Jun 2013
    New York, New York, Us
    Set direction and vision
  • Cibc World Markets
    Chief Technical Strategist, Managing Director
    Cibc World Markets Mar 1997 - Oct 2006
    Toronto, On, Ca
    Providing investment strategy to CIBC’s clients on portfolio management strategy. Clients range from government/private pensions to small investment councils. Top 3 ranked analyst in Brendan Woods institutional investor surveys. Author of the number one ranked fixed-income portfolio management weekly strategy report “Debt Market Comments” for 9 years.As CIBC’s Chief Technical Strategist, and a CFA, CMT, CTA, I have used my models to advise some of the largest institutions and governments around the world including Fidelity, Wellington Capital, as well as clients like the Province of British Columbia, and many others from large pension funds to small investment councils.
  • International Federation Of Technical Analysts (Ifta)
    Director
    International Federation Of Technical Analysts (Ifta) 1999 - 2005
  • Thomson Financial
    Senior Market Strategist
    Thomson Financial Jun 1995 - Mar 1997
    Us
    Registered commodity trading advisor. Advising/discretionarymanagement of futures portfolios.
  • Marleau, Lemire Securities Inc.
    Technical Analyst
    Marleau, Lemire Securities Inc. Dec 1994 - Jun 1995
    Proprietary/agency futures trading and sales. Technical Analyst.
  • Burns Fry Ltd.
    Financial Systems Analyst
    Burns Fry Ltd. Sep 1990 - Dec 1994
  • Money Concepts/Investia
    Financial Planner
    Money Concepts/Investia Feb 1988 - May 1990
    Financial Planning, Mutual Fund Sales
  • Canadian Scholarship Trust Plan
    Sales Representative
    Canadian Scholarship Trust Plan Jun 1986 - Mar 1988
    Inside Sales Support

Larry Berman Skills

Portfolio Management Investments Capital Markets Investment Strategies Technical Analysis Equities Fixed Income Securities Trading Financial Markets Etfs Asset Management Mutual Funds Derivatives Investment Management Hedge Funds Wealth Management Alternative Investments Risk Management Asset Allocation Investment Advisory Equity Research Financial Analysis Options Strategy Research Commodity Bloomberg Financial Modeling Equity Trading Financial Planning Trading Systems Fx Options Public Speaking Quantitative Analytics Bonds Quantitative Analysis Economics Strategic Financial Planning Commodities Fx

Larry Berman Education Details

  • Market Technicians Association
    Market Technicians Association
    Chartered Market Technician
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst
  • National Futures Association
    National Futures Association
    Commodity Trading Advisor Registration
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Futures Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Options Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Capital Markets
  • York University
    York University
    Economics

Frequently Asked Questions about Larry Berman

What company does Larry Berman work for?

Larry Berman works for Quintessence Wealth

What is Larry Berman's role at the current company?

Larry Berman's current role is Chief Investment Officer.

What is Larry Berman's email address?

Larry Berman's email address is la****@****fcm.com

What is Larry Berman's direct phone number?

Larry Berman's direct phone number is +120296*****

What schools did Larry Berman attend?

Larry Berman attended Market Technicians Association, Cfa Institute, National Futures Association, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, York University.

What are some of Larry Berman's interests?

Larry Berman has interest in Golf, Capital Markets, Educating Investors About The Markets.

What skills is Larry Berman known for?

Larry Berman has skills like Portfolio Management, Investments, Capital Markets, Investment Strategies, Technical Analysis, Equities, Fixed Income, Securities, Trading, Financial Markets, Etfs, Asset Management.

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