Spring Into ETF Investing

A Special Edition of ETF Market Insights

Presented by

With Special Guest Speakers from

Thinking about doing a bit of “Spring Cleaning” to your investment portfolio?

At ETF Market Insights we got you covered. Check out our upcoming episode schedule which we curated specifically for the DIY investor to provide them with the information and education they need to confidently manage their own portfolios. We have lined up some great special guest speakers and insightful industry experts- you don’t want to miss these shows!

Two Ways to Watch!

Register to watch the live show on our GoToWebinar platform OR subscribe to our YouTube channel and turn notifications “on” so you will get a notification once the live broadcast starts.

SELECT A DATE TO VIEW THE EPISODES

EPISODE ONE

Generating Monthly Income From Your Portfolio Using ETFs

For many investors, receiving reliable and consistent income from their investments is a primary objective. Whether it is to fund retirement, offset reoccurring expenses, or to cover annual vacation costs, investors are finding many use cases for generating cash flows from their portfolios.

Adrian Starinieri, a FIRE (Financially Independent Retire Early) movement and income investor, will be getting insight on income investing from industry experts Chris Heakes (BMO ETFs) and Richard Ho ( TMX Group). Chris and Richard will explain the inner mechanics of covered call ETFs, the considerations investors can analyze when picking the appropriate covered call ETF for their portfolio, and discuss how these ETFs can help to support income objectives for investors.

EPISODE TWO

Getting Started with ETF Investing: Opening an Account and Making Your First Trade- Yes You Can!

Have you been thinking about taking over your own investment portfolio, but are overwhelmed at the thought of getting started? In this show, we will talk through some of the basics with getting an investment portfolio up and running (it is easier than you think!) We will go over some of the considerations when choosing which online broker to sign up with, differences between online broker offerings, how to use an RRSP and TFSA effectively, and what types of products are available for beginner ETF investors.

EPISODE THREE

Secrets from Bay Street Revealed! How to Build an ETF Portfolio Like a Professional

Does your investment portfolio need a little “Spring Cleaning”? In this episode, we will talk through how professional money managers build a portfolio using industry portfolio construction concepts such as setting an asset allocation mix and using a core satellite approach. We will also discuss portfolio maintenance techniques such as rebalancing and reconstituting to react to the current market environment as it evolves.

ETF investor Kornel Szrejber will be getting insight from industry experts Chris McHaney (BMO ETFs) and Graham MacKenzie (TMX Group) who will provide disciss how professionals are managing portfolios today and how ETFs can empower DIY investors to manage their portfolios using similar investment techniques.

EPISODE FOUR

Tap into Trending Sectors Using ETFs

Many investors use ETFs to gain quick and easy access to an entire industry sector to take advantage of market trends while removing the guesswork out of stock picking. In this episode we talk about what sectors have been trending so far in 2022, how investors are using ETFs to get instant access to these trends, and how to research a sector ETF before adding it to your portfolio (spoiler alert- not all sector ETFs are built the same!).

Our mystery guest speaker will be getting insights from industry experts Alfred Lee from BMO ETFs and Keith Wu from the TMX Group who will talk through current sector trends, what to look for when sector investing, and how ETFs can help manage sector exposure within a portfolio.

WATCH REPLAYS
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WATCH REPLAYS
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This communication is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The portfolio holdings are subject to change without notice and only represent a small percentage of portfolio holdings. They are not recommendations to buy or sell any particular security.

Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

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