5th Annual Toronto ETF Masterclass:
Ride the Next Wave of Index-Based Strategies

Tuesday, October 9, 2018 | 8:15 AM - 1:30 PM
One King West | Toronto, ON

Accepted for CFA® credit

Advancements in index-based investing are bringing Canadian investors a range of sophisticated solutions once exclusively implemented by active managers. From sustainable income generation, to single and multi-factor combinations, to dynamic risk management tools, the expanding indexing toolkit continues to democratize access to low-cost alpha.

Join us to learn how advisors are incorporating index-based strategies to meet tailored client objectives. Keynote speaker Robert Gignac, author of Rich is a State of Mind, will open the event with his tried-and-true communication techniques for maintaining a successful client/advisor relationship.

Leading industry practitioners will explore:

  • Approaches to minimizing home bias, getting the right mix of exposures, and accounting for maverick risk
  • Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators
  • Achieving stable income payouts in retirement while keeping risk in check
  • The growth of robo-advisors and their impact on Canada’s wealth management industry


Sam Stovall  
Robert Gignac
Speaker/Author of "Rich is a State of Mind"

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