With more than 18 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.
Often investors have certain themes they want to pursue with their investments, and Exchange Traded Funds (ETFs) have quickly become one of the very best ways to do this. The reasons for their success include transparency, easy access, and lower fees.
As the ETF market place continues to develop, the options for how to invest become better and more specific. Today you can use ETFs to access the broad market of stocks and bonds, or to own a basket of securities that meet a specific risk, growth, or income objectives. In this presentation we’ll discuss a number of investment themes and how you can use ETFs to implement them. These include: mitigating risk, enhancing income/growth, and targeting sectors such as real estate and infrastructure. ETFs can do all and more, while keeping your money easily accessible (liquidity).
Finally you’ll get a glimpse into how professionals are using ETFs in portfolio management to effectively help you sleep at night while taking advantage of market opportunities.