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Mary Hagerman, ETFs, Inside Track
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ETFs

Mary Hagerman

Mary Hagerman, M.Sc., FCSI, CIM, Pl. Fin., is an award-winning investment advisor and portfolio manager in the Montreal office of Raymond James Ltd. Mary is considered a pioneer in creating and managing ETF-based portfolios. She is also the author of the book The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich! as well as the host of the podcast The Happy and Prosperous Life.

Information provided is not a solicitation and although obtained from sources considered reliable, is not guaranteed. The view and opinions contained in the article are those of the author, not Raymond James Ltd. Raymond James Ltd. member of Canadian Investor Protection Fund.

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

  • December 13, 2022 December 8, 2022
  • 13:00

How to answer young investors’ questions about ETFs

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

  • September 13, 2022 September 1, 2022
  • 13:00

Thematic investing can work for patient investors

Long-term conviction is often required if these strategies are to pay off over time

  • June 7, 2022 June 6, 2022
  • 14:00

ETFs can help RESPs to grow

The funds are versatile enough to bolster both education accounts and post-graduation accounts

  • March 8, 2022 March 8, 2022
  • 13:00

ETFs can help you slow down and simplify

Simple investment options can help clients overcome resistance to working on their finances

  • December 7, 2021 December 3, 2021
  • 14:00

A matter of conviction

A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market

  • October 12, 2021 October 18, 2021
  • 00:17

A candid look at an advisor’s ETF portfolio

Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity

  • September 7, 2021 September 7, 2021
  • 13:00

Using ETFs to access emerging markets

ETFs have made geographic diversification much easier for portfolio managers

  • June 8, 2021 June 8, 2021
  • 14:00

Too old for ETFs?

Clients with short time horizons may feel that indexed investing isn’t for them — but it can still work under the right conditions

  • March 9, 2021 March 9, 2021
  • 16:00

The time is right for ESG ETFs

One advisor explains why she’s seizing this moment to talk to clients about responsible investing

  • December 1, 2020 November 30, 2020
  • 16:00

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ETFs

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