ETF Strategist


The world’s first exchange traded fund (ETF) was listed on Toronto Stock Exchange on March 9, 1990.

Since that time growth in the use of ETF products has risen exponentially.  Globally, there are now 5600 listed ETF products with assets under management exceeding $3 trillion USD at the end of May 2015. In Canada alone there are nearly 500 ETFs valued at $82.5 billion.

ETFs have clearly become an integral choice for investors and are transforming how investment portfolios are structured.

However, the increasing number and complex styles of ETFs makes selecting the correct mix of these securities a daunting task to achieve your own unique long term goals.

The ETF Strategist

Index Wealth Management has been identified as an experienced ETF strategist by Moneysense Magazine, the Canadian ETF Association (CEFTA) and iShares Canada.

Our firm has the specialized portfolio management skill in the construction of portfolios using exchange traded funds, which allows for the creation of tax-efficient, low-cost investment strategies that are appealing to investors who which to utilize a fee-based investment manager.

We invite you to contact us to see how you can benefit from the wealth management services that are offered by our firm.