ZSP - FINB BMO S&P 500

When markets turn, is your portfolio built to hold up? In this episode, Hilly Cutler and Bipan Rai join host, Tasha Konkin, to explore defensive investing — covering dividend, quality, low-volatility, and long-short strategies, and how they can help investors stay resilient in any market environment. Tasha Konkin is Director of ETFs for Western Canada at BMO Global Asset Management (BMO GAM). She is joined by Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Tuesday, March 17, 2026.

For Canadian investors, choosing between hedged and unhedged ETFs is a key decision when building global portfolios. In this episode, Bipan Rai and Jennifer Li join host Erika Toth to discuss how these preferences have evolved in recent years, how advisors can align hedging decisions with clients’ investment policies, and the foreign exchange dynamics shaping Canada’s ETF market. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Jennifer Li, Director, Institutional ETF Sales at CIBC Capital Markets. This podcast episode was recorded live on Wednesday, January 28, 2026.

As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-loss harvesting — including important dates to remember — and tips to help investors navigate year-end.