ETFs & Funds

Investing in the market is a difficult and time-consuming process, especially in today’s age. The typical buy-and-hold strategy relies on the current stock market bubble to expand eternally…leaving the individual investor with two choices: Weather the storm when the bear market comes or find a better way to invest. In this session, Alex Goodwin will provide you with a strategy that has the potential to generate massive returns in BOTH bull and bear markets while only trading broad market ETFs. Join this presentation to learn how Turner Capital can help your portfolio generate outstanding returns with significantly less risk than the market. 

Far too many investors think, wrongly, that the only way to generate serious profits in the stock market is to properly position capital to take advantage of the future, be it AI or Trump or Biden or unsustainable national debt or EVs. But, most investors are more adept at losing serious money in the stock market than making consistent profits.

Everyone wants to beat the S&P 500 and avoid bear market losses. I will show you how a rules-based methodology generates well over 20% per year, has never had a losing year, only buys/sells the two major indexes, and makes no more than three or four trades per year. This is not a get-rich-quick scheme. It is not voodoo magic or options or futures. It is simply buying and selling the S&P 500 ETF and the Nasdaq 100 ETF at the right time. If you are willing to think outside the box, you cannot afford to miss this session!  Oh… and wait until you see how bear markets are handled with inverse index ETFs! 

Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns. 

Venturing into the alternative and private investing markets requires broadening your horizons beyond traditional investments. But the rewards for stepping out of your comfort zone can include greater profit and income potential, as well as better diversification. Hear from this panel of top event sponsors about the alternatives their firms offer—and how they can help enhance your returns. 

In this presentation, Donald Dony will reveal two simple methods to outperform the Toronto Stock Exchange using the iShares S&P/TSX 60 (XIU). The first method enhances a time-tested strategy of moving average crossover. The second method uses the XIU and sectors. Donald will reveal a straightforward technique focused on buying only the sector ETFs outperforming the XIU. 

Raghav Mehta CFA, ETF strategist at Fidelity Investments Canada discusses upcoming opportunities in fixed income. With central banks nearing the end of rate hike cycles, bond investors had faced a challenging and volatile environment. With yields near decade highs, there are now various sectors of the bond market that investors should consider when building a well-diversified portfolio. 

It's an exciting time for commodities and the companies exploring and producing them! Many are surging in value, while other up-and-comers appear poised to do so next. Find out from this trio of natural resource companies in the uranium, copper/gold, and lithium sectors what business looks like. Then, learn about the unique profit opportunities each offers investors in the rest of 2024 and beyond. 

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. 

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. 

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.