The growth of covered call ETFs has led to a broad range in distribution yields on the different products, each with its own set of choices and trade-offs.   In this session, we explore what drives the yield on a covered call ETF.  We explore key considerations an investor can use to make an informed decision when investing in these solutions. Balancing a reliable source of cash flow while generating growth from an investment portfolio is the key objective for many investors.  Sophisticated investors know that there are trade-offs to be made but may not know what those are.  We will discuss the various approaches to covered call strategies, their benefits, and their implications for one’s portfolios, all with the goal of helping investors determine the right mix for their own investment objectives.  BMO ETFs is the leading covered call ETF provider by AUM, and number of listings1, with many of our ETFs having over a 10+ years track record.  Our ETFs aim to provide yield you can trust for access to growth and cash flow. 

In this session, Dalia Barsoum and Rachel Oliver will reveal a real estate investment strategy that allows you to benefit from the direct ownership of Canadian real estate without the headaches of tenants and toilets. They will also delve into why now is one of the best times to own Canadian real estate using this strategy, how it compares to other real estate investing strategies, and how to structure deals and financing to earn double-digit annualized returns and mitigate the risks involved with this investment strategy. 

Alternative investments, such as real estate mortgages, were traditionally only available to institutions and high-net-worth investors. David Morrison explains the basics of mortgage investing and describes how retail investors can participate and benefit from this alternate asset class. Mortgage investment enables individuals to diversify their portfolios, generate passive income, and grow their wealth steadily with low correlation to the public markets. 

Many investors get caught up in popular investment themes. They enthusiastically buy near the top, then fearfully sell near the bottom when the market corrects its excess. Conversely, the greatest investment returns in history have been made by betting against the crowd during extreme investor sentiment. But how do we know when the market has reached an opportunistic inflection point? Keith Richards' webinar will provide a bevy of contrarian analysis tools designed to help you identify an overbought and euphoric market. These same tools can help you profit by buying into an oversold market that has reached its capitulation stage. 

Discover the blueprint to start or expand your real estate portfolio from one to seven properties and build your pension through real estate so you can retire wealthy. Ideal for both new and experienced investors, this session covers identifying opportunities, making smart decisions, and using leverage to boost your portfolio. Join us to chart a direct course to financial freedom with seven properties. 

The market offers the best trading opportunities for day traders in the first 30 minutes after the market opens. We will discuss various winning strategies for trading the market open. 

KeyStone's founder, Ryan Irvine, will present four to five unique, profitable, and underfollowed growth stocks from their research that investors can buy today. Included are KeyStone’s top cash-rich gold-related stock, top cash-rich software stock, top digital bank, cash-rich gig-economy fintech, and more. 

His presentation will show you how adding just two to three great stocks to your portfolio, in your lifetime, can dramatically impact your wealth, how traditional big bank portfolio building is killing your return potential, and the simple changes you can make to build a winning stock portfolio consisting of 15-25 growth and dividend growth stocks.

Finally, Mr. Irvine will profile the type of stocks that KeyStone's analyst team discovers for clients on an annual basis with real examples of past winners, including the best-performing stock on the TSX over the past two, three, and five years, Hammond Power (HPS.A: TSX), up over 24,000%, and Boyd Group (BYD: TSX), the best-performing stock in Canada over the past decade, up over 11,500%. 

Stock markets are overvalued, and a recession is looming. Precious metals are breaking out. Silver’s uses in solar panels, EVs, and even AI applications make it the “new oil.” But its price has major catching up to do. Silver will be the next uranium, which doubled in six months causing uranium stocks to soar. Now is the time to get positioned in silver and silver stocks. 

Étienne J. Bouchard, ETF Strategist at Fidelity Investments Canada discusses various investment factors and their performance through a business cycle. In a world of constant uncertainty, diversification remains of utmost importance. Étienne outlines how to build an all-weather/All-In-One ETF portfolio to help mitigate volatility, capture strategic alpha over time as well as offer competitive pricing. 

In this 30-minute presentation, Sue O’Reilly of the Toronto Investors and Traders Stocktwits Meetup Group will show you, step by step, how to "game" the 11 Sectors of the S&P 500 to find high dividend-paying stocks in an industry group likely set to move higher. 

Markets are impacted by a wide variety of factors including economic data, monetary policy, earnings, and more.  In this session, we dive into the historical relationship between elections and markets and its potential implications for your investment portfolio this year.  How will the rematch of Biden vs. Trump, a match many Americans don’t want, play out for the markets and the economy? We will look at solutions to help you manage volatility, stay the course, and maintain discipline in your investment journey. 

Canadian real estate investors are looking for relief from high-interest rates and inventory issues this year. To give you some insight into the markets—Canada-wide!—MoneySense teamed up with Zoocasa. They analyzed real estate data to reveal the regions and neighbourhoods offering the most value to Canadian buyers in 2024. Find out the top spots in Canada, the best neighbourhoods in Toronto and Vancouver, and what else the data reveals.