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.
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.