About Us

Who We Are

We founded SmartBe because we saw an opportunity to bring previously exclusive investment strategies to Canadian investors. The smart beta revolution has democratized quantitative investing in the USA and it's coming to Canada too. SmartBe is at the forefront of this change. Our team pioneered factor investing when it was first introduced at the turn of the millennium. Through education combined with behavioural coaching we have built a strong track record of achieving realistic outcomes for our clients by investing with factor models.

We have the great fortune of partnering with leading state-side pracademics to run the algorithms. Our choice to manufacture our fund as an ETF was due to the many rich features for investors. At SmartBe we strive to bring the best investment strategies to Canadians and we are working hard to become the premier quantitative investing boutique in Canada.

Our belief: Robust data makes powerful decisions possible, while poor-quality data guarantees ineffective decisions. The gold standard of data and information is found in academia, where it is forged in the rigorous process of peer review. That’s why we work with pracademics; they are a much-needed bridge between real world practitioners and academia.

Rod.png Rod_gray.png
Rod Heard
Founder & CEO
Cecilia Cecilia_grey
Cecilia Chen
Chief Financial Officer, CPA, CA
Jay_white Jay_blue
Jay Barrett, CFM
Managing Director, National Sales
Gavin.png Gavin_gray.png
Gavin Graham
Chief Strategy Officer
Tim Tim blue
Tim Wright
Director, Regional Sales
Gavin Gavin blue
Gavin Luk
Director, Regional Sales
Todd.png Todd_gray.png
Todd Rees
Regional Director/ Western Canada
Tyson Tyson blue
Tyson Li
Financial Analyst, CFA, FRM
Matt-H-Colour Matt-H-Blue
Matthew Houle
Business Development Manager
Allen.png Allen_blue.png
Allen Wang
Business Development Manager
Damir.png Damir_grey.png
Damir Geljo
Business Development Manager

Our Advisors

Clip_Group (5).png Clip_Group (13).png
Brian Craig
Board Chair
Clip_Group (6).png Clip_Group (14).png
Mike Broadfoot
Board Of Directors
wes_small.png wes_duotone.png
Dr. Wesley Gray
Partner
Peter_colour.png Peter_blue.png
Peter Virvilis
Consultant

About Our Process

Our goal is to guide you towards the future you want. We start by getting to know you, your values and your ambitions. Then we equip you with knowledge about quantitative investing strategies that can help you succeed. This gives you a foundation for envisioning the future you want and making a plan to get there.

Miedia_Icon.png

In the Press

Check out our appearances in BNN Bloomberg, the Globe and Mail, Advisoranalyst.com, Morningstar, Asset TV and Wealth Professional.