BONDS, ETFs, INCOME
Alfred Lee
Portfolio Manager and Investment Strategist,
BMO ETFs
- Portfolio Manager at BMO Asset Management INC
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About Alfred
Alfred Lee is a portfolio manager and investment strategist at BMO ETFs, where he currently heads up the index equity team. His team currently manages some of the largest ETFs in Canada. In addition to Mr. Lee's portfolio manager duties, he also serves as the investment strategist for the team, putting together trade ideas and model portfolios for institutional and retail clients. Prior to moving to equities, Mr. Lee was a lead portfolio manager on the entire fixed-income BMO ETF lineup and also spent a year seconded to the Bank of Canada, managing their Provincial Bond Purchase Program (PBPP), one of the central bank's emergency asset purchase programs Quantitative Easing in 2020. Prior to joining BMO, he worked at two other Canadian banks as a research analyst, focusing on macroeconomics and ETFs, and also worked in an institutional consultant practice of a major bank.
Alfred's Videos
Get the lowdown on the latest Canadian listed ETFs focused on disruptive innovation, all-in-one diversified low-cost asset mixes, covered calls, and fixed income from, TD Asset Management, BMO ETFs & Horizons ETFs. Join this lively discussion with Jeff Hirsch and Jon Needham, Alfred Lee, and Emerson Baker where they will spend most of the time answering your questions.
Alfred Lee
ETFs
38:16
When looking at sector and thematic investing, investors look for precise exposure, high liquidity, quick access, and growth opportunity. Exchange-traded funds (ETFS) can be the perfect solution for these criteria. In our session, we will cover how ETFs can be used for sector and thematic investing to tap into growth areas of the market, using them to respond to market swings and the changing global economic environment.
Alfred Lee
ETFs
27:09
Hear from industry experts as they explore the many developments that have led to increased adoption of ETFs, in lieu of stocks and bonds, as the preferred building blocks for investment portfolios.
Alfred Lee
ETFs
31:09
BMO ETFs is proud to be a Canadian leader in ETF education and actionable ideas to assist investors of all types. Tax Loss Harvesting is a process where investors can offset their capital gains by crystallizing any unrealized losses in non-registered accounts to lessen the annual tax burden. Exchange Traded Funds (ETFs) make that process easy to execute. Join BMO ETFs', Alfred Lee and Erika Toth, as they walk you through the process and explain how ETFs make the perfect tool to stay invested in the market while crystallizing any potential losses. Watch and listen for ideas on how you can execute on this key strategy and give you some confidence on where best to focus.
Alfred Lee
TAXES
33:53