Vice President, BMO Exchange Traded Funds
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.
Despite being around since 1993, ETFs have only recently become a household term when discussing investments. They are generally understood to be lower cost, but much mystery remains about how they work and how to choose the right ETFs for your portfolio. The number of ETFs globally has exploded to over 3,000, and the variations are becoming increasingly complex – providing investors exposure to areas of the market they never had before, and the ability to implement more sophisticated investment strategies than with individual stocks. With great power however, comes the responsibility to ensure you take care of your money by making the best possible investment decisions.
As Canada’s fastest growing ETF provider, and leader in ETF education, the team at BMO ETFs has a great deal of insight about what people want and need to know about ETF investing. They have assembled a list of the most frequently asked, and most important questions that investors have about ETFs. This session will examine these hot topics, offering a path to simplifying your task of choosing the right ETFs, and concluding with a streamlined approach to building your own portfolio.