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About Chris
Chris McHaney has two decades of experience in the investment industry and currently serves as portfolio manager for derivative-based and equity-based portfolios. He has taken on numerous roles since joining BMO Financial Group in 2002, including manager of investments for BMO Asset Management Inc., where Mr. McHaney was responsible for mutual fund manager monitoring and selection. In this role, he was also responsible for overseeing the currency hedging program across the mutual fund platform. Mr. McHaney holds a BBA from York University's Schulich School of Business and is a CFA charterholder.
Chris's Videos
Asset Allocation ETFs have quickly become the cornerstone of investment portfolios for people planning for or in retirement. This is for good reason, the all-in-one approach provides diversification that complements most other holdings. Now with the new Fixed Percentage Distribution Units (T6 units) retirees benefit with the monthly distribution rate of 6% annually. Join Sa'ad Rana and Chris McHaney as they discuss how asset allocation ETFs have simplified portfolios and how they can help retirees ease the transition from accumulation to decumulation and provide reliable monthly cash flow. They discuss how these simple all-in-one ETFs can be an effective nest egg you can pass onto the next generation for estate planning purposes.
Asset allocation ETFs continue to grow in popularity, and for good reason. These simple to use, all-in-one solutions offer investors a diversified low cost ETF that rebalances for them back to their selected asset mix. In this session, we discuss asset allocation and best practices for constructing a well diversified portfolio. We will break down the different ways to use these all-in-one Exchange Traded Funds (ETFs) in your portfolios, and highlight some innovative income based solutions to enhance the yield in your portfolio.