Mostly Money

101: Using exchange-traded funds to build or improve portfolios with Kevin Prins from BMO ETFs


Listen Later

Send us a text

This episode is sponsored by BMO ETFs #ad

I speak with Kevin Prins from BMO Global Asset Management about how ETFs can be used for building and improving almost any investor's portfolio. Specific topics covered:

  • What are asset allocation ETFs?
  • ETF issuers have large voting rights - how do they vote at AGMs for all the companies' stocks that they hold on behalf of investors?
  • For people who do not subscribe to the philosophy of a couch potato portfolio, how can they still use ETFs?
  • And more...

To learn more about BMO ETFs full suite of offerings visit https://bit.ly/3mA0Nbs

To learn more about BMO Asset Allocation ETFs visit https://bit.ly/3Angdok 

Specific resources mentioned in the episode:

BMO Global Asset Management's responsible investment review: https://www.bmogam.com/uploads/2021/09/e704ba9fcbadb851004de49131e2a42f/ri_annual_review_canada_en.pdf
Asset Allocation 101: https://bmogamhub.com/system/files/asset_allocation_index_etfs_whitepaper-_direct_channel.pdf?file=1&type=node&id=107518
ETF Tools/Screeners/Proposal builders: https://www.bmogam.com/ca-en/investors/learning-centre/etf-investing-basics/etf-tools-and-resources/

...more
View all episodesView all episodes
Download on the App Store

Mostly MoneyBy Preet Banerjee

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

15 ratings


More shows like Mostly Money

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,551 Listeners

Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

14 Listeners

Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

80 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

Everyone's Talkin' Money by Shari Rash, Money Podcast for Women, Personal Finance, Relationships & Mental Health

Everyone's Talkin' Money

651 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

471 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

455 Listeners

Stress Test by The Globe and Mail

Stress Test

19 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

83 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

200 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

357 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

26 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

30 Listeners

Money Feels by Bridget Casey and Alyssa Davies

Money Feels

46 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

65 Listeners