My Sessions
View full schedule Sunday, March 5, 2017
An Investors Guide to Thriving St. Catharines, ON
12:30 pm - 4:00 pm St. Catharines, ON
Fall 2016 No Longer Available Weekend 
Vice President at BMO Global Asset Management
Daniel’s 18 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.
ETFs were first invented here in Canada 26 years ago. Approximately 10 years ago they reached a tipping point where the adoption rates among investors exploded. Today the ETF industry has grown to become over $3 trillion dollars, and is causing a domino effect in other areas of the investment industry – even bringing dramatic change to the traditional mutual fund industry. What is fueling this stunning growth? Simply put, innovation. Once investors and ETF issuers alike realized that ETFs can provide access to assets and investment styles once out of reach for most people, the sky became the limit.
This session will count down the top 10 most powerful ETF innovations for investors; from their earliest days of providing broad market access, to today’s most advanced ETF tools to build better portfolios. This presentation will touch upon the areas of equites, fixed income, sectors, factors and yield. This session will be hosted by BMO Exchange Traded Funds. In addition to being a leading force in ETF innovation and investor education, BMO ETFs have also been leading growth in the industry since entering the market 7 years ago. Come hear how ETFs are changing the investment industry by providing better access at low cost for all. You’ll have the opportunity to ask questions of ETF experts, and much more.