Creating great portfolios with active and indexed-based ETFs

Before joining Fidelity, Vince was Executive Director of Corporate Development at a boutique asset management firm, where he led corporate strategy and the development, structuring, and launch of investment funds, including ETFs and mutual funds. Previously registered with both the MFDA and IIROC as an advisor, he brings valuable firsthand perspective to his conversations with advisors and clients. At Fidelity Canada, Vince is responsible for communicating the firm’s ETF product strategy, industry trends, competitor insights, and portfolio construction ideas to clients, prospects, and industry experts nationwide.

Charles is a Senior Manager, Investment Solutions, at National Bank Investments, where he oversees NBI’s ETF lineup and plays a key role in shaping the strategic direction for the development and management of investment solutions. With nearly 20 years of experience in the investment industry, Charles has spent the majority of his career in investment product management, covering mutual funds, ETFs, private markets, and institutional investments. He is a Chartered Financial Analyst (CFA) and holds the Certificate in Investment Performance Measurement (CIPM).

Jacqueline Tung is Vice President at BlackRock Asset Management Canada. In her role, she partners with financial advisors in Ontario to identify iShares ETF strategies to deliver against their client’s investment objectives. Prior to joining BlackRock, she was Vice President of business development for a Canadian asset manager specializing in sustainability. In her 15 years+ of experience in the wealth and asset management industry, Jacqueline held various business development roles working with advisors and high net worth clients. Jacqueline holds an MBA from the Ivey School of Business and completed her undergraduate degree in Economics at the University of Victoria.

Rob is head of investment specialists. He’s based in Montreal, Quebec, and leads the firm’s team of specialist wholesalers. He covers the firm’s exchange-traded fund (ETF) and alternative investment solutions. He spends his time building relationships with advisors and investors, helping to contextualize the evolving ETF and alternative investment landscape.

Kevin Press is Editorial Director of Advisor.ca and Investment Executive. His career in financial journalism began in 1996. He was part of the editorial team that launched Advisor’s Edge in 1998. In the years since, Press has covered and worked in multiple industry segments, including group and retail insurance, institutional and retail investing, employer-sponsored benefits and retirement programs.