Managing Director, Head of ETFs and Managed Accounts, BMO ETFs
With more than 19 years of industry experience in banking, securities, mutual funds and financial education, Kevin provides a rare combination of both industry knowledge and educational expertise on Exchange Traded Funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including the recent development of an ETF focused course. Kevin frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Kevin has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM and CFP.
Innovations In ETFs:
Tailoring Your Investing Style With ETFs
Innovation in ETFs are changing the investment management industry. Advancements using ETFs in portfolio management are providing tools to be more tactical in your portfolio. With Sector, Industry and Thematic ETFs, there are efficient tools to take advantage of market opportunities. The session will provide insights in to the range of ETF solutions to access an investment theme. We will also provide practical tips and real life examples on how to analyse ETFs to best implement a tactical strategy.