November 14, 2024

E245 – Using ETFs for Tax-Loss Selling Strategies

20 minutes

As we approach the end of the year, many investors are thinking about tax efficiency within their portfolio. Tax loss

selling can have a significant impact on investment strategy and tax planning.

In this special episode, your host Erin Allen, Vice President, ETF Online Distribution, BMO ETFs, joins John Waters, Vice President, Director of Tax Consulting Services, BMO Private Wealth, and Andrew Vachon, Vice President, Product Marketing, BMO Global Asset Management, to dig into this topic and how ETFs can help create tax-efficient strategies. This episode was recorded live on November 11, 2024.

ETFs mentioned:

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

BMO Low Volatility US Equity ETF (Ticker ZLU)

Disclaimers:

The viewpoints expressed by the speakers represent

their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking

statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.

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which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

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This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any

circumstance.

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By BMO Exchange Traded Funds