View The Agenda | Register Now To Attend ETFGI's 7th Annual ETFGI Global ETFs Insights Summit

ETFGI_Canada_Event_24Nov25

Register now to join ETFGI on Tuesday, December 9th in Toronto for its 7th Annual ETFGI Global ETFs Insights Summit – Canada at Borden Ladner Gervais LLP (BLG)’s office! View the agenda and all speakers below.

The day will start with registration and networking coffee at 8:45 AM, followed by an opening bell-ringing ceremony with the TMX Group at 9:20 AM to celebrate 35 years of ETFs in Canada. The program will then continue with a full day of panel discussions featuring industry leaders.

The summit is designed as an educational event to foster deep, insightful discussions on the use, due diligence and selection and best trading practices for ETFs by financial advisors and institutional investors in Canada. Explore how regulatory changes are impacting product development including share classes, Active ETFs, Alternative ETFs, Crypto, digital assets and tokenisation and market structure.

🎟️Don’t miss this opportunity to explore key trends and network with industry leaders driving the future of ETFs. Register now to join ETFGI!

🗓️ AGENDA 2025
8:45 AM – 5:05 PM (all times are EST)
📍Dec 9th - BLG's Office, Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400 Toronto, ON, Canada M5H 4E3

8:45 AM – 9:20 AM Registration & Networking Coffee

9:20 AM – 9:40 AM Bell Ringing Ceremony
Please join us to celebrate opening the market by ringing the bell with TMX Group

9:55 AM – 10:00 AM Welcome Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:00 AM – 10:25 AM Trends in the ETF Industry - ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI

10:25 AM – 10:50 AM Global Macro Outlook
Andrew Grantham, Executive Director, Senior Economist, CIBC Capital Markets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:50 AM – 11:20 AM CSA ETF Consultation Update
Pei-Ching Huang, Senior Legal Counsel, Investment Management Division, Ontario Securities Commission
Stephen Paglia, Vice President, Investment Management Division, Ontario Securities Commission
Moderator: Whitney Wakeling, Partner, Investment Management, Borden Ladner Gervais LLP

11:20 AM – 12:00 PM Update on the Canadian ETF Market Landscape
Greg Benhaim, Executive Vice President of Product and Head of Trading, 3iQ Corp
Ronald Landry, Head of Product and Canadian ETF Services, CIBC Mellon
Graham MacKenzie, Managing Director, Exchange Traded Products, TMX Group
Mary Jane Young, Managing Director, TD Securities
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

12:00 PM – 12:40 PM Rise of Alternative Strategies in the ETF Wrapper
Jean-René Carle-Mossdorf, Head of ETF Product Development, Desjardins
Jeffrey Sardinha, SVP - Head of ETF Solutions – Americas, State Street
Raline Sexton, Director Digital Asset Business Strategy, MarketVector Indexes
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

12:40 PM – 1:30 PM Networking Lunch

1:30 PM – 2:00 PM Fireside Chat – Managing Career Transitions
In Partnership with Women in ETFs
Lindsay Patrick, Chief Strategy & Innovation Officer, RBC Capital Markets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:00 PM – 2:40 PM How Regulations are Impacting ETFs and Investors
Raymond Chan, Senior Vice President of the Investment Management Division, Ontario Securities Commission
Angela Nikolakakos, Head of Legal, Canada, Vanguard Investments Canada Inc.
Grace Pereira, Partner, Borden Ladner Gervais LLP
Whitney Wakeling, Partner, Investment Management, Borden Ladner Gervais LLP
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

2:40 PM – 3:20 PM How Investors are Using ETFs
Andrea Hallett, Vice President, Portfolio Manager, Mackenzie Investments
Marchello Holditch, Head of Multi-Asset Solutions, BMO Global Asset Management
Jennifer Li, Director, Institutional ETF Sales, CIBC Capital Markets
Daniel Straus, Managing Director, ETF Research, National Bank Capital Markets
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

3:20 PM – 3:40 PM Networking Coffee Break

3:40 PM – 4:20 PM The Evolving Life Cycle of ETFs
Valerie Grimba, Director, Head of Global ETF Strategy, RBC Capital Markets
Stephen Hoffman, Managing Director, Exchange Traded Funds, RBC Global Asset Management
Breiffni McCormack, Managing Director, Client Solutions, RBC Investor Services
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

4:20 PM – 5:00 PM The Future of the Asset Management and ETFs Industry
Michael Cooke, Principal, MDC Consulting
Som Seif, Founder and CEO, Purpose Investments
Hail Yang, Director, iShares Strategy, BlackRock Canada
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI

5:00 PM – 5.05 PM Closing Remarks

📅Event Date: Tuesday, December 9th
⏰Time: From 8:45 AM - 5:05 PM
📍Location: BLG's Office, Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400 Toronto, ON, Canada M5H 4E3
🆓Free Registration: For CFA members, buy-side institutional investors, and financial advisors.

CPD Credits: Earn educational credits
📋View the agenda, speakers, and topics from last year's successful annual ETFGI Global ETFs Insights Summit - Canada - https://rb.gy/rremx7

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ETFGI (www.ETFGI.com) is a leading independent research and consulting firm which has for over 13 years provided subscription research services providing monthly reports covering trends in the global ETFs ecosystem. Stay ahead of the curve with ETFGI’s trusted, data-driven insights into the global ETF ecosystem — from active and smart beta strategies to crypto, ESG, and institutional usage.” Contact us if you are interested in subscribing to any of our annual research services. Our reports cover the Global ETFs industry which had 15,125 products, with 29,677 listings, assets of $18.81 trillion, from 915 providers on 81 exchanges in 63 countries at the end of September 2025.

ETF TV (www.ETFtv.net) is an on-demand program that highlights newly launched exchange-traded funds, products, and notes, while exploring the most pressing topics shaping the ETF landscape. Each episode brings together leading voices from across the industry—including issuers, investors, benchmark providers, and traders—to discuss the trends and developments influencing the use and management of exchange-traded products.

Every show features insightful interviews with key market participants, offering expert perspectives on the issues that matter most to the ETF community. ETF TV also offers the opportunity to create sponsored episodes, allowing partners to collaborate with us in producing custom content tailored to their brand and messaging.

If you’re interested in sponsoring or speaking at one of our upcoming events, subscribing to any of ETFGI's annual research services, sponsoring an episode of ETF TV, exploring our consulting offerings, or if you have any questions, please reach out to us at: deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.

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View The Agenda | Register Now To Attend ETFGI's 7th Annual ETFGI Global ETFs Insights Summit – Canada On Tuesday, Dec 9th In Toronto