- CETFA Monthly Report ($ Billions) as of July 31, 2022
August 17th, 2022
Canadian ETF Assets increased slightly in July to $329.9 Billion.
- CETFA Report July 2022
August 17th, 2022
- ETFGI reports global ETFs industry gathered net inflows of $42.46 billion US dollars during July 2022
August 15th, 2022
ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today global ETFs industry gathered net inflows of US$42.46 billion during July
- Infographic on the ETF industry as of June 30 2022
July 27th, 2022
Fundata has created a great infographic that visually shows the Canadian ETF industry as of June 30, 2022
- Canadian ETF Watch - Summer Edition
June 29th, 2022
The recent edition was just published - as always, there are some great articles within.
- Updated CETFA Guide to ETFs
May 15th, 2022
The Guide to ETFs has been updated to include current statistical information and rules.
- Infographic by Fundata on the Canadian ETF Industry
May 11th, 2022
Fundata put together an Infographic that shows the Canadian industry graphically
- Canadian ETF Watch Magazine - Spring 2022 Edition
April 14th, 2022
CETFA and Radius Financial Education,a subsidiary of the Canadian Institute of Financial Planning are proud to present the Spring 2022 Edition of the Canadian ETF Watch Digital Magazine.
http://e.radiuscanada.com/ResourceUsage.aspx?url=https://www.canadianetfwatch.com/reports/CanadianETFWatch-2022-Spring/CanadianETFWatch-2022-Spring.html&S=80080362539041705658&meid=30240062974584406612
- 2021 Canadian ETF Market Wrap-Up
March 2nd, 2022
Cerulli's annual review of the Canadian ETF industry reminds all of us that there are many reasons for optimism for the industry going forward.
- Q4-2021 Commentary - Canadian ETFs
February 16th, 2022
Canadian ETF industry continued a victorious march throughout 2021, setting new records and solidifying its status among the global leaders in ETF product innovation.
- Your Guide to ETF Investing - Winter 2022
February 14th, 2022
Another issue that has fascinating and valuable articles on the ETF industry.
- ETF Watch - Winter Edition
January 17th, 2022
The most recent issue of the ETF Watch magazine is here - with great articles and information.
- Market predictions and investment resolutions for 2022 by Invesco Canada
January 6th, 2022
Kristina Hooper from Invesco shares 10 predictions for markets in the new year, including her view that emerging market stocks could take market leadership over U.S. stocks.
- 2022 Investment Outlook: Assessing the path ahead - Invesco
January 4th, 2022
Kristina Hooper shares the investment outlook for the coming year, including a base case and two tail risk scenarios.
- Global fixed income outlook for 2022 - Invesco
January 4th, 2022
Senior Portfolio Manager Todd Schomberg, from the Invesco Fixed Income (IFI) team, shares the team's global outlook for inflation, growth, and interest rates, and where they expect to see opportunities in fixed income markets in 2022.
- Canadian 2021 Edelman Trust Barometer Special Report
November 17th, 2021
The results of the 2021 research - from 700 institutional investors. One of the main statements is that the trust in ESG is low. The industry needs to improve this.
- Canadian ETF Watch - Fall Issue
October 25th, 2021
The most recent issue of the Canadian ETF Watch magazine has some great information-rich articles.
- Your Guide to ETF Investing - Fall 2021
October 13th, 2021
- Infographic representing CETFA Advisor Research
October 6th, 2021
This is an Infographic created to represent the results of the advisor research completed this summer with Environics. Other formats are available - if required.
- CETFA - 2021 Advisor Research Results
September 29th, 2021
CETFA worked with Environics to understand why advisors sell ETFs and what the future looks like.
- Webinar: Demystifying Indexes
September 29th, 2021
Listen to experts from the three top Index Providers about why Advisors need to understand why advisors whould care about them.
- Take Strategic advantage of ETFs' Tax Traits
September 27th, 2021
An overview of ETF tax benefits and considerations. It largely focuses on the taxation of ETFs held in non-registered investments but does discuss registered accounts for some circumstances.
- Canadian ETFs Ride, Lead a Powerful, Positive Global Trend
September 27th, 2021
From an international perspective, growth of the ETF industry has the potential to grow significantly with an upward arc resembling that of a hockey stick.
- Infographic of the Results of Canadian Advisor Research
September 23rd, 2021
CETFA partnered with Environics this year to research the advisor community to understand why advisors are selling ETFs and what their plans are for the coming years. This is a easy-to-read infographic to understand the results.
- Guide to ETFs - 2021 Summer Edition
August 19th, 2021
The Guide has been updated to reflect June 30th data.
- 2021 CETFA Advisor Research by Environics
August 12th, 2021
The results of the 2021 Advisor Research completed for CETFA by Envronics
- Canadian ETF Watch Magazine - Summer 2021 Edition
July 9th, 2021
- Canadians Need to Confront the Financial Realities of Retirement
June 22nd, 2021
A sobering portrayal of the real costs of retirement shared recently by an expert source on aging issues reveals far-reaching financial and planning gaps that could tarnish many Canadians' golden years.
- Market volatility and ETF trading tips - an article by Manulife
June 21st, 2021
- Market volatility and ETF trading tips - an article by Manulife
June 21st, 2021
- A multifactor ETF investing approach for mid cap stocks
June 18th, 2021
- What is an ETF?
June 16th, 2021
Manulife describes what an ETF is.
- ETFs Facts vs ETF myths
June 14th, 2021
An article from Manulife Investments reinforcing the "myth-busting" that CETFA continues to do.
- CETFA Announces it's 2021 Board of Directors
June 4th, 2021
At their 2021 AGM on June 3rd, CETFA members elected their new Board members.
- Cerulli's White Paper - Canada's ETFs
May 7th, 2021
Cerulli sizes Canada's ETF market using a proprietary methodology that divides the universe into non-fund-of-fund ETFs,
fund-of-fund ETFs that hold Canadian-domiciled ETFs, and fund-of-fund ETFs that hold U.S.-domiciled ETFs.
- Canadian ETF Watch Magazine - Spring 2021 Edition
April 28th, 2021
- It's Time to Reject Tired ETF Myths and Fictions
April 15th, 2021
Like grey clouds that don't lift, some ETF myths keep hanging around, obscuring the value of a proven investor option. Let's let the sunshine in.
- Webinar: How ESG can be integrated into your clients' portfolios
April 9th, 2021
Please join Pat Dunwoody from CETFA to hear from one of the country's leading experts on ESG - Priti Shokeen, Head of ESG Research and Engagement at TD Asset Management speak about how ESG can be integrated into your clients' portfolios.
Is there a standard definition of ESG - no, so how do you select the right products for your client?
Understand the full ESG Spectrum and the potential solutions
Why is there so much interest in ESG products?
What is the future of ESG?
- Webinar: How ESG can be integrated into your clients' portfolios Passcode YfZ=#w0U
March 31st, 2021
Hear from one of the country's leading experts on ESG - Priti Shokeen, Head of ESG Research and Engagement at TD Asset Management speak about how ESG can be integrated into your clients' portfolios.
Is there a standard definition of ESG - no, so how do you select the right products for your client?
Understand the full ESG Spectrum and the potential solutions
Why is there so much interest in ESG products?
What is the future of ESG?
Access Passcode: YfZ=#w0U
https://cifp.zoom.us/rec/share/n9vyy8c7fY9RLbaJrOT-fUA7jh6EhqzBvpYnpCDrXrYp5F2aXFu1zJFCxy0KgKjG.VAvnTo-xaTEWlhC7
- February 2021 Canadian ETF Statistics
March 17th, 2021
- Guide to the Canadian ETF Industry
March 16th, 2021
A guide to learn about the workings of the Canadian ETF industry
- BLG's Vision of the Client Focused Reforms
February 12th, 2021
A great summary of the upcoming client Focused Reform rules and their impact on distribution
- Your Guide to ETF Investing - Winter 2021
February 10th, 2021
- How ETFs are taxed
February 1st, 2021
- Citizens call for a gender-equal world: A roadmap for action
January 28th, 2021
Key findings of a recent report reveals that the global public overwhelmingly supports gender equality
- BEworks 2021 Choice Architecture Report
January 25th, 2021
- Canadian ETF Watch Magazine - Winter 2021 Edition
January 13th, 2021
- Presentation - Radius East 2020 Conference
December 10th, 2020
- Emerge Canada Joins CETFA
December 1st, 2020
- Globe & Mail - ETF Insert
November 19th, 2020
- Canadian ETF Watch Magazine
November 11th, 2020
The fall edition of the magazine has been published
- Why ETFs? Why Now?
November 3rd, 2020
There are four unique, yet simple, features that draw investors to ETFs.
- Why All Investors Should be Using Fixed Income ETFs
October 29th, 2020
The ETF industry continues their efforts in education and there is a belief that fixed income usage will continue to trend higher in the coming decade as advisors understand the product.
- How many ETFs Do You Need
October 27th, 2020
Earlier this year we asked John DeGoey how many ETFs should be in a portfolio - his answer is enlightening - but very client secific.
- Index-Based Investments as a Foundation for Asset Allocation
October 22nd, 2020
Indexes can be powerful tools for asset allocation, in many ways due to their simplicity and the straightforward nature of their design.
- Myth: ETFs can EURoeBecomeEUR the Market
October 20th, 2020
One of the many myths we continue to debunk is that ETFs become the market ......
- Due Diligence in Indexing
October 15th, 2020
Earlier this year Mackenzie Investments wrote about the due diligence required for indexes.
- ESG - Understanding the Term
October 13th, 2020
Nicola Milne and Lindsay Patrick from RBC Capital Markets help you understand the term ESG
- Your Guide to ETFs - Fall 2020 Edition
October 13th, 2020
- What is the 'spread' on an ETF?
October 8th, 2020
Erik Sloane answers the question what is the 'spread' on an ETF - which is necessary when trying to understand ETFs
- The Importance of Indexes
October 6th, 2020
Indexes play a foundational role in portfolio measurement and asset allocation.
- What is the difference between Active and Passive ETFs?
October 1st, 2020
John J. De Goey, CIM, CFP, FELLOW OF FPSC and a registrant with Wellington-Altus Private Wealth Inc. explains the difference between Active and Passive ETFs.
- Are ETFs going to cause a market crash?
September 29th, 2020
No - this is a myth. ETFs are not going to push everyday market volatility into crash territory. Let's look at three key reasons why.
- Why ETFs?
September 28th, 2020
Michael Cooke presents to an MFDA Advisor audience on why they should consider ETFs for their client portfolios. to view the webinar use the Access Passcode: !foK25G@
- The Differences Between ETFs and Mutual Funds
September 24th, 2020
Earlier this year Ron Landry of CIBC Mellon explained what the differences are between ETFs and Mutual Funds.
- ETF Trading Best Practices
September 22nd, 2020
CETFA offers five pieces of advice that will assist in the successful trading of ETFs.
- Liquidity EUR" Debunking the Myth
September 17th, 2020
One of the most common myths heard is that buying an ETF that has low trading volumes is risky because of a lack of liquidity and that one trade could possibly move the price.
- The ETF Turns 30
September 15th, 2020
On March 9, 2020, the ETF turned 30 years old.
- Understanding exchange traded fund taxation
September 10th, 2020
An interesting article that describes the potential tax efficiency of an ETF over a traditional mutual fund trust.
- The Neo Exchange's July ETF report
August 21st, 2020
In July, over $1.76Bn of ETFs were traded daily on average.
- State of North American Retail Wealth Managment - PriceMetrix by McKinsey
August 12th, 2020
A worthwhile report to read - that has of the same results that we saw in our resent research with CREDO Consulting - that clients are more likely to switch advisors during a downturn.
- Toronto Stock Exchange ETF Report
August 10th, 2020
TSX has just produced its Quarterly ETF Report. It shows that the Canadian ETF market continued to grow throughout the first half of the year.
- National Bank's ETF Thematic Research - Review of the ESG ETF Landscape in Canada
July 28th, 2020
A great review of the Canadian ESG ETF marketplace.
- Canadian ETF Watch - Summer Issue
July 9th, 2020
This is the second issue of ETF Watch with CETFA members providing the articles.
- Independent Review Inc joins CETFA
June 17th, 2020
- State of North American Retail Wealth Managment - PriceMetrix by McKinsey
June 8th, 2020
A worthwhile report to read - that has of the same results that we saw in our resent research with CREDO Consulting - that clients are more likely to switch advisors during a downturn.
- Canadian ETF Watch - March issue
May 25th, 2020
The first edition of the Canadian ETF Watch - published by CIFPs - with articles contributed by CETFA members.
- Q1-2020 TSX ETF Report
May 15th, 2020
A detailed analysis on the ETF industry in Q1 of this year by the TSX.
- ETFGI Celebrates the 20th Anniversary of the first ETF listed in Europe
April 28th, 2020
April 2020 marks the 20th anniversary of the listing of the first ETFs to be listed in Europe.
- Globe & Mail - ETFs 30 Anniversary insert
April 21st, 2020
- The Role of Behavioural Finance in Advising Clients
April 9th, 2020
Written before the pandemic started - it is even more relevant now.
- National Bank - Tracing the Cause and Effect of Apparent Bond ETF Discounts
April 8th, 2020
A very clear explanation of the activity in the current bond markets
- National Bank - Tracing the Cause and Effect of Apparent Bond ETF Discounts
April 8th, 2020
A very clear explanation of the activity in the current bond markets
- BLG - CSA's response to COVID-19 disruption to financial market participants
April 3rd, 2020
A great article by BLG on the efforts by the CSA.
- McKinsey COVID Forecast
March 26th, 2020
A McKinsey article on their COVID economic and societal forecast
- McKinsey COVID Forecast
March 26th, 2020
A McKinsey article on their COVID economic and societal forecast
- Globe & Mail ETF Special
March 26th, 2020
- Globe & Mail ETF Special
March 26th, 2020
- Horizons ETFs Podcast: COVID-19
March 20th, 2020
Hosted by Jeff Lucyk, head of retail sales at Horizons ETFs, the podcast features Candace Bangsund, VP and Portfolio Manager at Fiera Capital. We already have social up and running in this regard to market the said podcast.
- National Bank - Pandemic Survival Strategies
March 16th, 2020
- ETFs and Stressed Markets
March 16th, 2020
Ray Dragunas B.A. CIM FMA is a Portfolio Manager with Aligned Capital Partners and wrote a great article on the ongoing battle that ETF investors are to blame for market volatility and how ETFs are helping investors with price discovery.
- CETFA Shares its Insights on YesterdayEUR(TM)s TMX Markets Trading Halt
February 28th, 2020
This ETF Flash Note will provide you with CETFA insights into the temporary outage and a balanced assessment that underscores the resilience of ETFs.
- ETFGI reports on the growth in the global ETF market
January 17th, 2020
ETFGI reports assets in the global ETFs and ETPs industry which will turn 30 years old in March started the new decade with a record 6.35 trillion US dollars
- INVEST(in)HER The Smart Financial Advisor's Guide to Winning Female Clients in 6 Easy Steps
August 22nd, 2019
Strategy Marketing has come out with a new book "INVEST(in)HER The Smart Financial Advisor's Guide to Winning Female Clients in 6 Easy Steps".
If you are interested in purchasing it - you can do so on Amazon.
- Year-End 2018 Canada SPIVA: Challenging Three Active versus Passive Misconceptions
July 22nd, 2019
When it comes to investing, market participants often consider past performance to be indicative of future results. The same goes for fund selection. Notwithstanding the evidence showing that most active managers in most regions typically underperformed their benchmarks, consistently beating peers is one way to differentiate a managerEUR(TM)s luck from skill. Here are a few highlights from S&P Global's recently released Persistence Scorecard, which examines the extent to which funds that outperformed their peers maintained their status thereafter.
- 2019 Canadian Financial Security Monitor - Primerica Insights Report
June 8th, 2019
- Your Guide to ETF Investing - Spring 2019
May 27th, 2019
The spring edition of Your Guide to ETF Investing has been published - hope you received your copy.
- CETFA Infographic - Core ETF User
April 29th, 2019
CETFA's research last year with CREDO Consulting uncovered some really interesting information regarding the individuals who buy ETFs. Here is an infographic that shows that detail.
- CETFA Infographic - Investors Aged 35-44
April 29th, 2019
Information to assist advisors understand investors between 35 and 44 and why they are interested in ETFs.
- CETFA Infographic - Investors Over 65
April 29th, 2019
We learned in our research with CREDO Consulting last year that investors over 65 were very interested in ETFs. Review this Infographic to understand their motivations.
- What To Expect During Tax Season
February 11th, 2019
A great article on what to expect during tax season when you own ETFs.
- How are ETFs Taxed
January 14th, 2019
A great article contributed by TD on how ETFs are taxed
