Broad Markets ETFs

Rosa is a corporate engagement practitioner with 10 years’ experience in the responsible investment industry and joined BMO GAM’s Responsible Investment team in early 2020. Rosa specializes in North American corporate governance and engaging management and board members on ESG. She leads BMO GAM’s Responsible Investment Stewardship strategy and efforts, which includes corporate engagement, proxy voting, public policy advocacy and industry collaboration. She serves on the Responsible Investment Association’s Leadership Council, the Canadian Coalition for Good Governance’s Environmental & Social Committee, Climate Engagement Canada’s Steering Committee and the Advisory Committee for the Investor Alliance for Human Rights. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.

Adriano has been investing on his own since 2011 and tried many different investing techniques, eventually focusing exclusively on “Income Oriented” Investing starting in 2018. A major investment in 2019 (Home Sale) led to Financial Independence (FIRE) at 34 years old. In March 2020, Adriano and his wife Erica created the YouTube Channel Passive Income Investing which has over 40k subscribers. This channel showcases their “Income Oriented” approach which is designed to generate high passive income by investing in ETFs and Funds that hold quality companies and use income enhancing strategies such as covered call ETFs.

ETF Market Insights is Canada’s leading educational resource for Canadian ETF investors of all ages. Each week we explore a new topic with subject matter experts, and we invite our audience to submit questions for thoughtful responses from our panellists.

ETF Market Insights is proudly sponsored by BMO ETFs and occurs every Friday at 1:00PM EST. Replays of all episodes are available each week after the live broadcast. You can access the archive HERE.

We look forward to educating you each week!

Ellen Roseman is a journalist who sticks up for ordinary Canadians. She’s been advocating for consumer rights for the past 40 years.

When you hear about consumer issues in Canada, you can’t avoid finding references to Ellen Roseman. She’s become a brand name for activism and a champion at helping consumers fight back against injustices. People praise her direct, down to earth and common sense writing style.

Ellen’s personal finance and consumer columns appeared in the Toronto Star for 20 years until 2019.

She was the Star’s business editor for two years (1997-1998). Before that, she was with the Globe and Mail as a columnist and associate managing editor of the Report on Business.

Her books, Money 101: Every Canadian’s Guide to Personal Finance, and Money 201: More Personal Finance Advice for Every Canadian, are an easy-to-understand introduction to personal finance for those of us who are short of time and money.

She’s the author of four other books, Ellen Roseman’s Money Guide for Modern Families, Canadian Parent’s Sourcebook, Canadian Consumers’ Survival Book and Consumer, Beware! The most recent book is Fight Back: 81 Ways to Help You Save Money and Protect Yourself from Corporate Trickery.

She’s been teaching courses in investing and personal finance at the University of Toronto’s continuing studies department since 2004. Her specialties are learning how to invest for beginners and how to become a smart consumer.

Ellen is a former board chair and current director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada). She also hosts the MoneySaver Podcast, sponsored by Canadian MoneySaver magazine.