Glenn's passion is creating and delivering leading-edge dealer services to support independent financial advisors and their clients. He has an accomplished background in the creation and execution of growth strategies in the mutual fund channel working with organizations such as EXOS Wealth Systems Inc., Altamira Investment Services Inc. and FundTrade Financial Corp. As President, CEO and Co-Founder of Fundtrade, he grew the business from start-up to 250 advisors and $3.5 billion AUA in 6 years. In 2005 and 2006, FundTrade ranked in the top ten (#3 & #7 respectively) in Profit magazine’s Top 100 list of Canada’s fastest growing companies. He holds an M.Sc. from the University of South Carolina and a Chartered Investment Manager designation from the Canadian Securities Institute.
LORRAINE BATE BOEROP
Chief Compliance Officer
Lorraine Bate Boerop is responsible for developing and overseeing the compliance structure for Monarch Wealth Corporation.
Over the past 20 years Lorraine has held management positions in the securities, life insurance and pension industries and most recently providing independent consulting services within the securities industry.
Lorraine spent five years at the Mutual Fund Dealers Association of Canada (MFDA) as an Investigator.
Prior to joining the regulator Lorraine worked at a National Association of Securities Dealers (NASD) regulated multinational broker/dealer firm where she was the Registered Principal accountable for the operations, trading and registration functions.
Lorraine has completed many industry accreditation courses and holds the Fellow Canadian Securities Institute F.C.S.I. designation, the Financial Management Advisor F.M.A. designation and the Fellow Life Management Institute F.L.M.I designation.
Antonella has 13 years industry experience in the financial services industry. At Monarch, she is responsible for the financial position of the firm and all financial reporting and analysis. She joined Monarch nine years ago and worked as an Advisor while completing the Canadian Securities Course. She then took on the responsibility of Controller and then her current position as CFO at Monarch.
Antonella graduated from the University of Toronto with a Bachelor of Commerce and earned her CGA in 2006.
VP, Operations and Technology
Yama has 20 years of experience in the financial services industry including IDA and MFDA platforms. He started his career with CIBC as a senior financial advisor where he was the recipient of many internal sales achievement awards throughout his tenure. He has managed a substantial book of business and mentored numerous successful advisors throughout his career. Yama is instrumental in directing information technology requirements for the Monarch team.