Featured Speakers

Featured Speakers

Mark Webster

Director, ETF Distribution, BMO ETFS

Mark is the BMO ETF team’s representative for Western Canada. With over 25 years of experience in the financial services industry, Mark has covered many diverse forms of financial risk. He began his career as a professional indemnity broker, becoming a vice president at Minet International Professional Indemnity Ltd. (now part of AON), conducting risk analysis for the Big 8 global accounting firms, as well as some of the top U.S. law firms. He is responsible for overseeing the proliferation of ETFs throughout Canada’s vast western region and providing support to portfolio managers from the Pacific (Duncan B.C.), to the Lakehead (Thunder Bay, Ontario). He has worked as a retail investment advisor with RBC DS; in the mutual fund industry with First Trust Portfolios; and has held several other positions in the pension industry. He brings with him a Master’s degree in Russian History from McGill University and several CSI accreditations.

Speaking Topic


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.

Sessions


Regina, Saskatchewan

Tuesday, October 29, 2019
Cineplex Normanview
6:30pm – 9:00pm

Vancouver, BC

Saturday, November 30, 2019
Scotiabank Vancouver
12:30pm – 4:00pm