Director, ETF Distribution, BMO ETFS
Rene has extensive industry knowledge and can help with investment analysis, portfolio construction, trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. He is known for his attention to detail and a consultative approach in providing support and education to advisors and portfolio managers. Business development utilizing ETFs has been his passion for the past 12 years. He holds a Derivative Market Specialist (DMS) designation and has completed an extensive list of investment industry courses. Rene graduated from York University with a degree focused on Economics, Psychology and Business Fundamentals.
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.