Andrew Vachon
Vice President, Product Marketing, BMO Global Asset Management
Andrew Vachon has over 15+ years of industry experience and has spent the last 7 years growing BMO Global Asset Management’s suite of Separately Managed Accounts, Mutual Funds and ETFs. Andrew has been a guest on ETF Market Insights broadcasts and Interactive Brokers delivering ETF education to end investors. His primary focus is ETF product development and strategy at BMO ETFs by engaging stock exchanges, capital markets desks, index providers, and portfolio managers to bring new ETFs to market. Andrew has his Chartered Investment Management designation with the Canadian Securities Institute.
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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.