MBA – Vice President, BMO Exchange Traded Funds
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.
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.