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.
Tailoring Your Portfolio
Presented by BMO ETFs
Innovations in ETFs provide the ability for investors to tailor their portfolio to meet their individual objectives. This unique session will take direction from audience voting to decide if the focus will be on either Income, Growth or Risk Mitigation. The goal is to empower investors so that their can build a simple low cost, tailored investment portfolio that is easy to manage. We will start with a review of the new low-cost, all-in-one asset allocation, solutions (such as ZCON / ZBAL / ZGRO), and then demonstrate how to overlay innovative ETFs to meet one’s investment objectives. Before the event starts, registered participants will be polled on their objectives, and based on that feedback, the presentation itself will be tailored. We’ll go beyond portfolio construction to include: what to look for in selecting an ETF, and a demonstration of tools that can help identify ETFs, compare ETFs, and build a portfolio.