Kevin Prins, MBA, CIM, FCS
Managing Director, Head of ETF Sales,
BMO Exchange Traded Funds
With more than 20 years of industry experience in banking, securities, mutual funds, and financial education, Kevin Prins provides a rare combination of both industry knowledge and educational expertise on exchange traded funds. During his career he has authored several investment industry courses for the Canadian Securities Institute (CSI), including the recent development of an ETF-focused course. Mr. Prins frequently interacts with portfolio managers and investors about the benefits of ETFs and how they can be used to add value to any investment portfolio. He is a regular contributor to investment industry publications, has also been a guest speaker and panelist at industry events, and has appeared several times on BNN. Mr. Prins has an MBA from Dalhousie University and holds a number of industry designations including FCSI, CIM, and CFP.
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.
With 2019 marking the 10-year anniversary for BMO ETFs, Kevin Prins (Managing Director, Head of ETF Distribution) will touch on advancement of ETFs over the years. The vast array of product in Canada has never been more diverse, and it continues to get bigger. The greater choice has helped build better investment portfolios that can be tailored to focus on income, growth, risk mitigation or themes. With all the advancements in ETF product capability, quality tools have never been more important for the investor to sort through the information and make an informed decision. At this session, investors will see a demonstration of how ETFs can be utilized to build a tailored investment portfolio that meets their objectives. This includes helping to identify ETF options from the full Canadian ETF universe, ability to compare ETFs against others and finally, view combinations of ETFs from a portfolio perspective. Bringing a Canadian perspective to ETFs has helped make BMO the second largest ETF provider in Canada while leading the field in Assets Under Management growth for the last 8 consecutive years.