ZEB - BMO Equal Weight Banks Index ETF

In this episode, Bipan Rai, Sohrab Movahedi, and your host, Skye Collyer, unpack Canada’s ​‘Big Six’ banks’ Q1 2026 earnings — cutting through the noise on tariffs, growth drivers, and what resilience looks like in an uncertain macro environment. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded live on Tuesday, March 03, 2026.

Canada’s latest budget marks a major pivot toward long-term growth, with C$115B in infrastructure spending alongside substantial allocations for defense and housing. Alongside those investments, the Feds are encouraging private sector participation via regulatory streamlining and tax incentives.