Director, ETF Distribution, BMO ETFS
Rob brings strategic vision, extensive knowledge, and almost a decade of senior leadership experience to his role as Vice President, BMO ETF Sales. Prior to joining BMO, Rob served as the Executive Director of Incapital Canada and held leadership positions at HSBC and CIBC World Markets. His areas of expertise include structured products, ETFs, and derivatives. Rob holds an MBA in Accounting and Strategy from the University of Windsor and a BA (Hons.) in Philosophy from the University of Western Ontario.
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.