ZSP - BMO S&P 500 Index ETF

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.

In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the latest ETF industry flows and the top themes shaping markets amid recent bouts of volatility. They also explore several solutions to stay invested and keep calm when the market is not. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO GAM. The episode was recorded live on Wednesday, August 21, 2024.