Bmoetfs - Podcast Details

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Build Wealth Canada PodcastThe Hidden Barriers Between You and Financial FreedomToday’s episode is a must-listen for anyone who’s ever felt confused, anxious, or just plain stuck when it comes to money. We're diving deep into the emotional and psychological side of personal finance with Jessica Moorhouse, an accredited financial counsellor who's spent over a decade helping Canadians untangle their money struggles. In this conversation, Jess reveals the most common patterns she's seen over the years—from overspending traps to financial fears we rarely talk about—and the simple, practical strategies that can truly make a difference. We’ll also unpack powerful insights from her new bo...2025-04-3059 min

Build Wealth Canada PodcastImportant Tax & Investing Changes for 2025 (for Canadians)Today, we’re going to cover what you need to know from a tax, investing, and financial planning perspective as all our taxes become due here in Canada on April 30th, 2025, and as we get well underway with 2025 in general. As you know, the government makes changes every year in these areas. The implications of these changes can have a pretty substantial impact on how much you pay in taxes, your net worth, and what government benefits you are eligible to get, and how much you get. These can easily affect your net worth in th...2025-03-271h 23

The Beavis Wealth PodcastBank of Canada Goes Big (again)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, I'llunpack the Bank of Canada’s decision to cut its key interest rate by another 50 basis points, marking a cumulative 175-point reduction. Learn why these moves were made, their immediate effects on Canadians, and the broader risks and opportunities they present for the economy. Also in this episode:🛢 U.S. Inflation: November inflation nudges upward to 2.7%. Energy prices decline but food and shelter costs see notable rises, keeping economic pressures in play.🏠 Canadian Rent Trends: Rents drop to a 15...2024-12-1213 min

The Beavis Wealth PodcastLatest Canada Jobs Release (We're at a Crossroads)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, we look at the the November Labour Force Survey. Canada added 51,000 jobs, but unemployment hit 6.8%, the highest since 2017 (excluding the pandemic). What’s behind these mixed signals? Also in this episode: 🎯 Bank of Canada debates interest-rate cuts: Inflation steadies, but unemployment rises—sparking talks of a 50-basis-point cut amid risks of a weakening loonie. 💰 Bank bonuses surge 12%: Some firms shine with big payouts, while others face challenges. Legal troubles shadow Canadian Western Bank's delayed earnings. 2024-12-1009 min

The Beavis Wealth PodcastOur Sad Canadian Dollar 💲 (Policy and Politics are Having an Impact)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, we dive into the recent struggles of the Canadian dollar, which has seen four straight weeks of declines. We look at why the Bank of Canada’s rate cuts are playing a major role and discuss how upcoming U.S. elections could create more uncertainty for Canada’s economy. Also in this episode:🛑 Canada’s immigration cuts could impact economic growth and lead to slower GDP, potentially affecting labor markets and housing costs.📝 Tenants across Canada face libel suits...2024-10-2911 min

The Beavis Wealth PodcastBiggest Rate Cut of 2024 (Here's What You Can Expect)🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, the Bank of Canada has made a major move by cutting its policy rate by 50 basis points, bringing it to 3¾%. We discuss why this decision was made, the economic factors at play, and what it could mean for Canada's economic future, including the possibility of more rate cuts ahead. Also in this episode: 🍽 Starbucks faces its third consecutive sales drop, prompting a new strategy, while McDonald’s deals with an E. coli outbreak linked to its Quarter Pou...2024-10-2411 min

The Beavis Wealth PodcastCan TD's New CEO Fix Their $Billion++ Troubles? (I Hope So)🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, TD Bank names Raymond Chun as its new CEO amid a $3-4 billion scandal related to anti-money-laundering issues in the U.S. With CEO Bharat Masrani stepping down, all eyes are on Chun to resolve the bank's U.S. regulatory challenges and lead its recovery. Also in this episode: 🗣️ The Federal Reserve’s recent rate cut could be a warning sign for the U.S. economy, as past cuts have often preceded recessions. 🏡 The Canadian housin...2024-09-2412 min

The Beavis Wealth PodcastDIY Investor's Guide: 5 Key Tips for Success📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ If you're a DIY investor looking to enhance your investment strategies and boost your returns, you're in the right place. In this video, we dive into the top 5 must-know tips that will help you navigate the market with confidence and success. 📈 Key Points Covered:1. Diversification: Learn how to spread your investments across various asset classes, sectors, and regions to minimize risk and maximize returns.2. Understanding Your Risk Tolerance: Discover how to assess your willingness and ability to bear risk to make...2024-08-1621 min

The Beavis Wealth PodcastStock Plunge Smacks Down Cocky Know-It-Alls🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon As headlines scream about the Dow dropping and global stock markets plunging, it's a perfect moment to discuss the five crucial lessons market corrections teach all investors. Corrections are an inevitable part of investing, and understanding them is key to becoming a successful investor. This video explores the importance of patience, emotional discipline, diversification, understanding valuations, and the humility required to learn from mistakes. Whether you're a seasoned investor or just starting, this video will provide you with valuable insights to na...2024-08-0611 min

The Beavis Wealth PodcastMarket Rebound: S&P, Dow, and Nasdaq Rally After Recent Decline; TSX Falls🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon In this episode, we look into the market settling down following a few very rough days. The S&P 500, Dow, and Nasdaq show strong gains, driven by strong earnings reports from major companies like Kenvue and Uber. Meanwhile, Japan’s Nikkei 225 recovers. The TSX is down after being closed yesterday. Analysts remain cautious amid ongoing economic concerns. Also in this episode: 🧑‍⚖️ A US federal judge rules that Google violated antitrust laws, potentially reshaping the tech landscape. 📉 The Bank of Canada is e...2024-08-0612 min

The Beavis Wealth Podcast20 Essential Slang Terms Every Beginner Investor Must Know🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon Are you new to the world of investing and feeling overwhelmed by all the jargon? In this video, we'll break down 20 essential slang terms that every beginner investor needs to know. From understanding what a bear market is to recognizing the importance of blue-chip stocks, this video will provide you with the knowledge and confidence to navigate the investment landscape like a pro. We'll cover crucial terms such as bull market, day trading, dividends, ETFs, and more. By the end of this...2024-08-0218 min

The Beavis Wealth PodcastDon't Get Burned: The Truth About Buying the Dip📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ In this episode, we dive into why you should be cautious about automatically buying the dip. While it might seem like a great opportunity, underlying company issues, sector-wide problems, and broader economic concerns can turn this strategy into a costly mistake. 🛑 Understand how poor earnings, leadership changes, and debt levels can indicate deeper issues within a company.📉 Learn about sector-wide problems and how they can impact stock performance, using examples like coal and retail industries.🌍 Explore how broader economic conce...2024-07-2617 min

The Beavis Wealth PodcastBank of Canada Cuts Rates to 4.5% - What It Means📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ In this episode, the Bank of Canada reduces its benchmark interest rate to 4.5% amid shifting economic priorities. Governor Tiff Macklem discusses future rate cuts as inflation nears the 2% target. We examine the implications for homeowners and the overall economic outlook. Also in this episode: 💼 The MNP Consumer Debt Index reveals financial strain despite recent rate cuts, with many Canadians struggling to make ends meet. 🛒 Canada introduces a new grocery code of conduct to address tensions between retailers and supplie...2024-07-2510 min

The Beavis Wealth PodcastMajor Overhaul at RBC: Leadership Shake-Up and Strategic Shifts📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ In this episode, we look at Royal Bank's announcement of a major reorganization, splitting its largest division and shifting key leaders. Also in this episode: 📰 U.S. inflation continues to slow, raising potential for Federal Reserve rate cuts.💳 Costco announces its first membership fee hike since 2017, impacting millions of members in the U.S. and Canada. Thank you to BMO ETF's for their support of this video.Learn More: https://www.bmoetfs.com----------- Cours...2024-07-1208 min

The Beavis Wealth PodcastConsumer and Business Insolvencies Up Again in Canada: What's Behind the Numbers?📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ In this episode, we discuss the rise in Canadian insolvencies, driven by high inflation and interest rates. Consumer insolvencies have increased by 3.4% since April and 11.3% since last year, while business insolvencies are up 41.7% from last year. The construction sector saw a sharp rise in business failures, highlighting the ongoing financial strain. Also in this episode:🛒 Changes in how Canada measures inflation, with a higher weight on food costs.💹 Canada's inflation rate unexpectedly rises to 2.9% in May, impacting rate cut expectation...2024-07-1010 min

The Beavis Wealth PodcastGDP Growth Falls Short - Will This Tip BoC Rate Decision?📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/ In this episode, Canada's GDP growth misses expectations, prompting potential interest rate cuts by the Bank of Canada. The economy grew at an annual rate of 1.7% in the first quarter, below the forecasted 2.2%, with fourth-quarter growth also revised down. This crucial GDP report influences the Bank’s imminent interest rate decision. Also in this episode: 🛏️ Lower rates might spark a surge in the Canadian housing market, but affordability challenges remain. ⛽ Algorithmic collusion is leading to higher prices at the gas pum...2024-06-0413 min

ETF Market InsightsListen to Views from the DeskThank you for supporting the “ETF Market Insights” podcast. While our 15th episode was our last on this channel, you can continue to hear from the team on “Views from the Desk,” a weekly series where we provide the latest investment news and expert commentary on the markets, the economy and investing. Follow the link in the episode notes or find us on your preferred podcast platform. Spotify Apple Google Podcasts Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. Th...2023-12-0800 min

ETF Market InsightsE15 – BMO ETF Q4 Investment StrategyHigher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset classes. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management. Q4 Portfolio Positioning Q4 Fixed Income Strategy Related ETFs: BMO Discount Bond Index E...2023-10-2313 min

The MoneySaver PodcastReal Estate as an InvestmentEllen Roseman speaks with Clay Jarvis of Nerdwallet.ca. They discuss the mortgages, becoming a landlord, what to expect when becoming a landlord as well the gratification that one can receive from becoming a real estate investor among a host of other topics. This Episode is brought to you buy BMOETFs.com.2023-10-2036 min

The Beavis Wealth PodcastBuilding a BMO ETF Portfolio for Millennials/Gen Z vs Retirees📈📚 Join The Investing Academy ➤ https://bit.ly/theinvestingacademy Thank you to BMO ETFs for sponsoring this content. #BMOETFs #BMOGAM #ETFs #Investing Today we'll be building a portfolio for Millennials/Gen Z's vs Retirees! ETF solutions from an ETF expert. Learn more at https://bmoetfs.com BMO ETF Centre: http://www.bmoetfs.com/?utm_medium=Video&utm_source=YouTube%20July%202023&utm_campaign=F23_Direct_ETF&utm_content=BrandonBeavis_BMOETFETF Market Insights: http://www.etfmarketinsights.com/?utm_medium=Video&utm_source=YouTube%20July%202023&utm_campaign=F23_Direct_ETF&utm_content=BrandonBeavis_BMOETF...2023-08-0132 min

ETF Market InsightsE14 – BMO ETF Q3 Investment StrategyAre the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Inves...2023-07-2819 min

ETF Market InsightsE13 – BMO ETF Q2 Investment StrategyRecent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and...2023-04-1823 min

Insight is Capital™ PodcastErika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your CompetitivenessErika Toth shares her first hand perspective about the work she's doing with advisors to assist them into the realm of top shelf wealth management. This was a comprehensive talk about the trends shaping the wealth management business, the evolution investment advisors have undertaken to become Fee-based, to earn PM designations, and to level up and grow their business, to go toe-to-toe with ICPMs (Investment Counsel PMs).What's driving this massive change, this levelling of the playing field?Erika Toth is the director of Institutional and Advisory for Eastern Canada at BMO ETFs. She has...2023-01-2355 min

ETF Market InsightsE12 – 2023 BMO ETF Investment Outlook: Back to the Old Normal2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management. Related ETFs: B...2023-01-0423 min

ETF Market InsightsE11 – Central Banks Update and Outlook for 2023In its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They also explore the 2023 outlook—and what it could mean for investment portfolios. McKenzie Box is the Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Director...2022-12-2116 min

ETF Market InsightsE10 – Tax Loss HarvestingIn this session where we are going to be reviewing tax loss selling - also known as tax loss harvesting. A strategy that can help you lower your tax bill, and we’re going to look at how ETFs are effective tools to use when executing a tax loss selling strategy. Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or...2022-11-1020 min

ETF Market InsightsE09 – Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s SeatAs hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60/40 portfolio model, and sector opportunities. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management. BMO ETF Portfolio Strategy R...2022-11-0420 min

ETF Market InsightsE08 – Q&A on Central Banks and Interest RatesAs the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what this means for the economy. Erin Allen is the Vice President, ETF Online Distribution, BMO ETFs. She is joined on the podcast by Alfred Lee, Portfolio Manager and Investment Strategist at BMO Global Asset Management. Related E...2022-09-2611 min

ETF Market InsightsE07 – Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Ma...2022-07-2524 min

ETF Market InsightsE06 - Quarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate RiskGiven ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs. BMO ETF Portfolio Strategy Report – Q2 2022 BMO ETF Fixed Income St...2022-04-1923 min

ETF Market InsightsE05 – Protecting Against Rising Rates with ZBIThe new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Rob Butler, Director, BMO ETFs at BMO Global Asset Management. Related ETFs: BMO...2022-03-2124 min

ETF Market InsightsE04 - Market Outlook for 20222021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends. Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management. Read the summary. Related ETFs: · BMO MSCI USA ESG L...2022-02-0516 min

ETF Market InsightsE03 – Top 5 Picks to Park Your GreenbacksCanadian residents who are non-U.S. citizens may be surprised to know that US dollar currency conversion costs and U.S. estate tax liability may apply to them. But how can you protect your valued greenbacks? In this episode, Danielle Neziol and Chris Heakes discuss how investing in Canadian-listed, US-dollar-traded ETFs offers defensive exposure and portfolio diversification, and provides options to generate income and growth. Danielle Neziol is Vice President, ETF Online Distribution at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management. Read the summary. Listen...2021-12-0611 min

ETF Market InsightsE02 – Why a “Low Volatility” Strategy Works Over TimeProtecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO’s custom suite of low volatility ETFs, and see which investment product is right for you. Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Mana...2021-11-0115 min

ETF Market InsightsE01 – How ZPAY Earns Yield from Market VolatilityWhat should you do when the stock market goes haywire? Do you wait out the turmoil, or do you sit on the sidelines until it’s over? It’s a trick question, really. Professional investors know that options strategies can split the difference, collecting steady income AND stopping your losses if the markets do eventually plummet. However, what most investors don’t know is that you can get this advanced strategy in a single tool – the BMO Premium Yield ETF (ZPAY). Listen in as host Danielle Neziol and ETF expert Chris McHaney discuss this strategy, and how it can help you “get...2021-09-2017 min

Sujet CapitalLa Gestion du Risque des FNB avec Erika TothLes FNB passifs sont souvent critiqués. Certains observateurs (souvent des gestionnaires de fonds traditionnels actifs) affirment qu’ils mènent à une mauvaise évaluation des titres boursiers. D’autres ont soutenu qu’ils réduisent la compétition entre les sociétés, ce qui mènerait à un gonflement des prix à la consommation. Ces critiques ont culminé récemment lorsqu’un gestionnaire de fonds de couverture a prédit que les fonds passifs vont causer un effondrement des marchés semblable à la crise financière de 2008. Est-ce plausible? Ces affirmations sont-elles fondées? Les FNB sont-ils une menace à la stabilité des marchés? Et s...2019-10-3133 min