Mark Raes, CFA, MBA photo

ETFs

Mark Raes, CFA, MBA

Managing Director and Head of Product, ETFs,

BMO Exchange Traded Funds

About Mark

Mark Raes, portfolio manager for BMO Financial Group, manages fixed income portfolios, assists with currency hedging and equity portfolios, and serves as an operational specialist to the BMO ETF team. He has spent more than two-thirds of his 13-year career in the financial services industry working with exchange traded funds. Mr. Raes' past work has involved overseeing performance measurement at Mackenzie Financial and fund operations for BGI Canada at Investor's Bank & Trust. He holds a BBA in finance from Wilfrid Laurier University, an MBA from York University, and is a CFA charter holder.

Mark's Videos

Low-volatility equity strategies aim to provide market-like returns with significantly lower risk. They accomplish this by offering downside risk management and meaningful upside participation. Given their defensive nature, investors want to know how low-volatility strategies belong in a strategic asset allocation. In this session, Kevin Prins and Mark Raes of BMO ETFs will discuss how a strategic allocation to low volatility may help an investor achieve various outcomes, and how that allocation fits into a broader portfolio.
Generating income from an investment portfolio is a key pillar that helps supplement retiree pensions and provide extra cash to make ends meet. Join BMO ETF's, Kevin Prins and Mark Raes, as they show you that building effective income generating portfolios does not need to be complicated, nor costly. Leveraging BMO's industry-leading covered call ETFs enables investors the ability to yield enhanced income while providing diversification benefits and potential for additional growth. Increased yield, reduced cost, and done simply.


Investors entering their retirement years are constantly looking for the best ways to generate income from their portfolio. Hear from BMO ETFs, the Global leader in covered call exchange traded funds (ETFs), to better understand how these products can be leveraged by income seeking investors. BMO's Covered Call ETFs were designed to maximize tax efficient income through the combination of an ETF basket of high yielding securities (i.e. high dividend, REITs, banks) with a covered call overlay to trade some of the upside potential for added income. Find out how these ETFs can play an important role in turning your lifelong investments into the cash you need to support your budget.