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ETFs: Past, Present and Future

The growth of ETFs and
how they fit into client portfolios

In a tumultuous year for markets, exchange-traded funds (“ETFs”)
have proven their resiliency and continued popularity as effective
solutions for investors to achieve their financial goals and for
advisors to build their practices. Recently, TD Asset Management
(“TDAM”) hosted a roundtable discussion on the growth of ETFs,
where they might be headed, and how advisors can use ETFs
alongside mutual funds and other investments to serve their
clients better and grow their practices.

This panel of TDAM specialists and external industry experts consisted of: (Clockwise)

  • Trevor Cummings, CIMA, Vice President, ETF Distribution, TD Asset Management
  • Deborah A. Fuhr, MBA, Managing Partner, Founder, ETFGI
  • Jason McIntyre, CFA, Vice President, TD Wealth, Head of Advisor Distribution, TD Asset Management
  • Benjamin Gossack, CFA, MBA, Vice President and Director, TD Asset Management, Lead Portfolio Manager, TD Active Global Enhanced Dividend ETF (TGED) and TD Active U.S. Enhanced Dividend ETF (TUED), and Co-Portfolio Manager on TD’s North American and global equity funds

For more information on TD ETFs, please visit TD.com/ETFs
Twitter: @TDAM_Canada LinkedIn: TD Asset Management

The information contained herein has been provided by TD Asset Management Inc. and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Certain statements in this document may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and foreign exchange rates, equity and capital markets, the general business environment, assuming no changes to tax or other laws or government regulation or catastrophic events. Expectations and projections about future events are inherently subject to risks and uncertainties, which may be unforeseeable. Such expectations and projections may be incorrect in the future. FLS are not guarantees of future performance. Actual events could differ materially from those expressed or implied in any FLS. A number of important factors including those factors set out above can contribute to these digressions. You should avoid placing any reliance on FLS. Commissions, management fees and expenses all may be associated with mutual fund and/or exchange-traded fund (“ETF”) investments (collectively, “the Funds”). Trailing commissions may be associated with mutual fund investments. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Please read the fund facts or summary documents and the prospectus, which contain detailed investment information, before investing in the Funds. The Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated. TD ETFs are managed by TD Asset Management Inc., a wholly-owned subsidiary of The Toronto-Dominion Bank. Bloomberg and Bloomberg.com are trademarks and service marks of Bloomberg Finance L.P., a Delaware limited partnership, or its subsidiaries. All rights reserved. All trademarks are the property of their respective owners. ® The TD logo and other trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.