Home    Webinar   Navigating a changing ETF landscape

There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients. Should you be concerned about ETFs with low trading volumes? Are thematic, ESG and liquid alternative ETFs living up to their hype? Can ETFs help you attract self-directed investors to your practice?

This virtual roundtable hosted by Advisor’s Edge and Investment Executive on Tuesday, October 26, 2021 at 1:00 pm ET offers expert insight from ETF industry insiders to help you grow your business.

Presented by:
Bobby Eng, Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton
Kevin Headland, Senior Investment Strategist, Manulife Investment Management
Joe Nakhle, Vice President, Investment Solutions & Business Strategy, National Bank Investments
Jonathan Needham, Vice President, ETF Distribution at TD Asset Management

Moderated by:
Tammy Cash, Co-Head, Women in ETFs; Executive Vice-President, Horizons ETFs

Register Now and get FP Canada and IIROC CE credits (pending approval)*

Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the moderator

Tammy Cash

Co-Head, Women in ETFs; Executive Vice-President, Horizons ETFs

Tammy Cash is an award-winning Chartered Marketer with more than 25 years of financial services experience. She is Co-Head of Women in ETFs Canada and Head of the Marketing and PR Committee at the Canadian ETF Association (CETFA). Founded in January 2014, Women in ETFs works to connect, support, and inspire women in the ETF industry in the United States, Canada, Europe, and Asia Pacific. Tammy also leads marketing at Horizons ETFs.

About the speakers

Bobby Eng

Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton

Bobby is a Senior Vice President at Franklin Templeton Investments and Head of Platform & Institutional ETF Distribution responsible for the overall development of ETF business within the Canadian institutional market. Prior to this role, Bobby was Vice President and Head of SPDR ETFs Canada responsible for the overall distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.

Kevin Headland

Senior Investment Strategist, Manulife Investment Management

As Senior Investment Strategist, Kevin has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings.

Joe Nakhle

Vice President, Investment Solutions & Business Strategy, National Bank Investments

Joe is responsible for product management, risk management, business intelligence and business strategy as well as sub-advisory relations for National Bank Investments (NBI), the leading Canadian retail open architecture platform. In addition, Joe is responsible for optimizing net interest income across the Bank's Wealth Management division, in close collaboration with treasury and financial markets teams. Prior to joining National Bank, Joe spent 6 years at a global management consultancy, in Europe and the Middle East.

Jonathan Needham

Vice President, ETF Distribution at TD Asset Management

Jonathan is an ETF Specialist responsible for ETF distribution in Canada and works closely with the Wholesaling and National Accounts Teams across Canada with a focus on differentiating TD ETF offerings within the marketplace and driving market share growth. He has extensive experience in the Canadian Investment Industry in various roles including Senior Sales Executive, Senior Marketing Executive, Sales Coach and Consultative Sales.

Brought to you by

Franklin Templeton
Manulife Investment Management
National Bank Investment
TD Asset Management

Industry Association Partner

Women in ETFs - Logo

So how does it work?

Here’s how to get your CE Credits:

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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