The following videos are courtesy of:
5th Annual ETF Conference
Presented by the Canadian ETF Association and Mindpath Conferences, November 15, 2018
Using ETFs for High Net Worth and Ultra-High Net Worth Clients
Raymond James Portfolio Manager Kim Inglis speaks about how she uses exchange-traded funds to help achieve the returns expected by her high net worth and ultra-high net worth investor clients.
Canada’s Financial Advisors Get Help Learning ETFs’ Values
Pat Dunwoody, executive director of the Canadian ETF Association, discusses how the organization works to help educate advisors on the value of exchange-traded funds and how to use them in investment management.
A New Kind of ETF in the Making: Thematic Funds
Exchange-traded funds based around a thematic — a big idea — are becoming a new focus of equity investors, according to Mark Noble, senior vice president of ETF strategy at Horizons ETFs.
How Canadian Advisors Can Best Pitch Wealth Accumulation Skills
Investor Economics President and CEO Goshka Folda speaks about changes to how Canadians are accumulating wealth and how advisors can show they have the acumen for helping their clients achieve their investment goals.
Using ETFs to Create Custom Portfolios
Deborah Frame, president and CEO of Frame Global Asset Management, discusses how her ETF strategy firm uses exchange-traded funds to create portfolios for clients.
Dynamic Asset Allocation Protects From Large Losses
Smart asset allocation helps investors benefit from avoiding large losses, one of the easiest ways to capsize their wealth accumulation, says Noah Solomon, Chief Investment Officer and President of Outcome Wealth Management.