Whether you’re an investor or trader, we have several live sessions designed to provide you with in-depth analysis and specific strategies for everything from stocks, bonds, and ETFs to commodities, currencies, options, and more! To help you focus on what interests you most, sessions will be tagged with keywords and we'll even provide you with personalized recommendations based on your unique interests. Please check back often as we continue to add speakers in the days ahead.

(All Presentations Will Be in Eastern Time Zone)

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9:30 am to 10:00 am ET The Continued Tug of War Between the Virus and the Economy by Benjamin Tal - Deputy Chief Economist, CIBC Capital Markets

With the upcoming demand shock in an environment of supply chain issues, the tightening labor markets, and its impact on wages, what does all of this mean for inflation? What should we expect from the bank of Canada and the Fed and what are the implications for asset allocation? Benjamin Tal discusses this and more!

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10:05 am to 10:35 am ET Enhancing Your Income with TD Income ETFs by Jonathan Needham - Vice President, ETF Distribution, TD Asset Management

TD will showcase their featured Income ETFs and provide insights on what makes these ETFs a must have. Where to get yield in a low yield environment? How much yield should I be seeking? What is the role of income in a Portfolio? All these questions and more will be discussed with a live Q&A following.

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10:40 am to 11:10 am ET How We Find Great Stocks You Never Hear About from Bay or Wall Street by Ryan Irvine - President, KeyStone Financial

Veteran Canadian and US growth stock analyst, Ryan Irvine, will show you how expanding your portfolio to include great, profitable, lesser-known growth stocks can be game-changing for any Canadian portfolio and why just 2-3 great investment ideas in your lifetime can boost your portfolio. This presentation will include real examples from Keystone's research on how $20,000 invested in Boyd Group (BYD: TSX) became over $2.5 million in 12 years and $20,000 invested in XPEL (XPEL: NASDAQ) became over $750,000 in just four years. Both are great stocks Canadian investors did not hear about from their big bank advisors.

Find out how Keystone Financial uncovers these great growth stocks and what to look for in a capital compounding investment such as Boyd and XPEL. Learn how KeyStone looks at over 4,000 stocks to find 10 unique, profitable, underfollowed growth stocks each year and get 2-4 of KeyStone's top-rated Canadian and US small-cap stocks you can buy today!

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11:15 am to 11:45 am ET The Future of ETF Investing: How to Unlock Cutting-Edge Innovation in Your Portfolio by Steve Hawkins - President and CEO, Horizons ETFs Management (Canada) Inc.

Canada has added more than two million new, self-directed investors during the Covid-19 pandemic. These investors, who are generally younger and new to the investment landscape, are dramatically disrupting the way we look at asset classes and sectors. ETFs are increasingly being used to get access to new asset classes that in some cases didn't even exist five years ago. Steve Hawkins, president and CEO of Horizons ETFs, will discuss important new disruptive themes and sectors and how ETFs can be used to capture exposure to them. Learn about the asset classes of the future and how ETFs play an important role in driving their growth!

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11:50 am to 12:20 pm ET How to Add Impossible Foods, SpaceX, and Many Other Pre-IPO Giants to Your Portfolio by Marcus New - Founder and CEO, InvestX Capital, Ltd.

Learn how to gain access to shares of pre-IPO giants like SpaceX, Instacart, Impossible Foods, and many others, before these companies enter the public markets. In this session, Marcus New, CEO of InvestX, will share with you InvestX's proven and innovative business model allowing investors to have greater access to the private markets. InvestX is backed by leading institutional investors including Jefferies, Virtu Financial, and Canaccord Genuity. The company has been featured in CNBC, Forbes, Bloomberg, US News, Business Insider, Reuters, The Globe and Mail, and many other publications. This year, InvestX has been a finalist for Wealthamnagement.com Awards, Benzinga Global Fintech Awards, TradingTech Insight Awards USA, Technical Analyst Awards 2021, and BC Tech Awards.

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12:25 pm to 12:55 pm ET Targeting Stock Trading Opportunities Using Price Action by Eric Chang - Sales Trader, CMC Markets Canada

With so much selection across the global financial markets, the hurdle traders are often faced with is how to find better trading opportunities in today's fast-moving markets.

With zero commission trading available on share CFDs with CMC Markets now, join Eric Chang as he walks through simple and effective price action strategies to optimize your trading activity. During this session he will also highlight the tools found on the CMC Markets' trading platform which can help you find better trading opportunities across the global financial markets. Look forward to the below highlights:

  • Why market professionals are looking to diversify their portfolios in 2021 by including CFDs as a means to trade share weakness
  • The benefits of trading share CFDs
  • The key charting tools which will help you make the most of your existing trading activity (volume on charts, pattern recognition scanner)

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1:00 pm to 1:30 pm ET Live Market Analysis and Day Trade Picks by Harry Boxer - Author, TheTechTrader.com

Experience the thrill of live trading with 50-year veteran trader and technical analyst Harry Boxer. He will cover how to use intraday technicals and patterns to uncover trading candidates on intraday and daily charts. He will also discuss using price-volume surges as the key to identifying the most lucrative trades, and how to play opening gaps and early session patterns.

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1:35 pm to 2:05 pm ET How to Find a 100-Bagger Jason Donville - President and CEO, Donville Kent Asset Management Jesse Gamble - Senior Vice President and Portfolio Manager, Donville Kent Asset Management

In 2008, Constellation Software was a small software company generating $300 million of revenues. Donville Kent recognized the company's immense potential and invested while the stock price was just hovering around $20. Today, Constellation Software's revenues have skyrocketed to $4.5 billion and Donville Kent continues to hold the stock today at $2,200. This is just one stock within the Donville Kent Capital Ideas Fund that helped to drive annualized returns of 17% over the past 13 years. Join Jason Donville and Jesse Gamble as they share the key trends and attributes of companies that could become 100-baggers.

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2:10 pm to 2:40 pm ET ETFs to Watch in 2022 by Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence

The ETF industry is the like the Silicon Valley of the investment world with hundreds of new products launching each year and as a crossroads for many investment trends. In this presentation you'll hear from Eric Balchunas about ETFs on the market that Bloomberg research analysts are watching that tap into the biggest trends and themes.

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2:45 pm to 3:15 pm ET Investment Strategies for the Next Economy by Michael Cooke - SVP, Head of Exchange Traded Funds, Mackenzie Investments

Interest rates have bottomed, inflation is rising, and the economy is recovering. Join Michael Cooke, SVP and head of ETFs at Mackenzie Investments, to learn about strategies that can improve diversification, reduce risk, and enhance returns in the year ahead.

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3:20 pm to 3:50 pm ET The Current State of the Economy and Stock Picks by Benj Gallander - President, Contra the Heard

The global economy has some major problems. Benj Gallander will discuss the current state of affairs and some stocks that will potentially do much better than the market and potentially enhance his 20-year annualized return of 18.1%.

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3:55 pm to 4:25 pm ET Enhancing Your Income with ETFs Chris Heakes - Vice President, Portfolio Manager, Global Structured Investments, BMO ETFs Danielle Neziol - Senior Product Manager, BMO ETFs

Learn about ways to enhance the income generated from your investment portfolio, with a variety of ETFs from BMO Global Asset Management that can be tailored for your specific goals and desired outcomes.

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4:30 pm to 5:10 pm ET How to Construct a Low-Cost Emerging Markets Portfolio Using ETFs Vishal Bhatia - Director, Portfolio Manager, Exchange Traded Funds, BMO Global Asset Management Malcolm Dorson - Senior Portfolio Manager, Mirae Asset Global Investments Kristina Hooper - Chief Global Market Strategist, Invesco Stacey Steinberg - VP ETF Strategist, Mackenzie Investments

Hunting for returns in established and emerging markets around the world now requires extreme care and calculation, but nonetheless, no portfolio is complete without the proper allocation to the fastest growth engines on the planet. Emerging market ETFs provide diversification by spreading out risk across a basket of stocks and a number of countries, thereby mitigating some of the uncertainty that can come with investing in less-developed markets. In this panel, Canada's leading ETF experts will highlight their current view of emerging markets, the investment themes, the risks, and how to find value globally using ETFs.

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9:30 am to 10:00 am ET 30 Investment Rules and Stock Suggestions in Thirty Minutes by Peter Hodson - Editor, Canadian MoneySaver

Join Peter Hodson, Editor of the Canadian MoneySaver, as he presents 30 investment guidelines and stock suggestions gleaned from his 35 years in the investment business. What works, what doesn't, what to buy, what to sell.

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10:05 am to 10:35 am ET Invest for Tomorrow, Today with Two Innovative Technology ETFs from TD Trevor Cummings - Vice President, ETF Distribution, TD Asset Management Vitali Mossounov - Vice President, Portfolio Manager, and Global Technology Analyst, TD Asset Management

Whatever your investing style or financial goals, this panel of experts can guide you with the strategies to set your portfolio on a path to profits. Join this lively discussion of how to make the most of the current financial markets and hear about the best ideas for opportunities in today's global markets.

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10:40 am to 11:10 am ET Win Big with a Mix of Silver-Gold, Copper, Uranium, and Altcoin Miners by David H. Smith - Senior Analyst, TheMorganReport.com

With a few carefully selected "best of breed" companies from each of these resource sub-sectors, you can keep from being worn out or shaken out during the inevitable retracements, while harvesting big profits from each of their evolving bull market runs.

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11:15 am to 11:45 am ET Real Estate and Clean Energy Investing: Skyline's ESG Story Jason Ashdown - CSO and Co-Founder, Skyline Group of Companies Wayne Byrd - Chief Financial Officer, Skyline Group of Companies Jason Castellan - Co-Founder and CEO, Skyline Group of Companies

Skyline Wealth offers private, institutional-quality real estate and clean energy investment products. As part of Skyline Group of Companies ("Skyline"), investors have benefited from historically stable returns from Skyline's continued implementation of Environmental, Social, and Governance (ESG) practices.

In this informational session, three of Skyline's executive team speak about how their early investment in ESG has helped pave the way for historically strong investor returns for their 5,000 investors. This has led to their investment products growing to over $5 billion in assets under management in only two decades.

Learn why Skyline Wealth investors benefit from tax-efficient, historically stable returns in institutional-quality real estate and clean energy assets.

Skyline Wealth Management Inc. ("Skyline Wealth") is an Exempt Market Dealer registered in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan. The information provided herein is for general information purposes only and does not constitute an offer of securities. Sales of interests in any investments offered by Skyline Wealth are only made to certain eligible investors pursuant to regulatory requirements and available exemptions. Any information provided herein is current as at the date of publication and Skyline Wealth does not undertake to advise the reader of any changes.

Some of the investment products offered by Skyline Wealth are from related issuers. A full list of issuers related to Skyline Wealth and details of the relationship between them is available upon request.

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11:50 am to 12:20 pm ET Financial Planning Tips to End the Year and Start the New Year Off Right by Susan Mallin - Financial Planner and Associate Portfolio Manager, Watt Carmichael

In this timely presentation, Susan Mallin, CFP and associate portfolio manager at Watt Carmichael, debunks financial planning rules of thumb, and outlines common sense strategies that will benefit your investment portfolio for retirement. This presentation will also highlight valuable (often overlooked) year-end financial planning tips that will motivate and provide you with useful tools that can be used today to prepare for 2022.

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12:25 pm to 12:55 pm ET How to Trade Options and Generate a Profitable Income Stream in Just Over 30 Minutes a Day by Omar Khan - Co-Founder, Theta Trading Co.

Omar Khan, co-founder of Theta Trading, is on a mission to change financial literacy for the better. He is going to share his personal journey and why he's so passionate about teaching people how to trade options using a little-known, two-part strategy. Mr. Khan has taught over 1,300 students how to generate incremental revenue without taking on any more risk than they would buying stocks the traditional way. Find out how this powerful strategy, based on over 40 years of experience, is gaining a following and changing lives globally.

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1:00 pm to 1:30 pm ET Seasonal Investing in the Post-Covid-19 Economic Transition with Brooke Thackray by Brooke Thackray - Research Analyst, Horizons ETFs Management (Canada) Inc.

As the world moves forward following the economic disruptions of the Covid-19 pandemic, seasonal investing can offer a strategic approach focused on investing based on historically demonstrated seasonal trends. Join Brooke Thackray, research analyst at Horizons ETFs, as he explores the seasonal investing lessons of the past year and the sectors, asset classes, and commodities that could benefit through 2021 and beyond.

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1:35 pm to 2:05 pm ET Stocks to ETFs: Top 10 Reasons Alfred Lee - Senior Portfolio Manager, BMO ETFs Danielle Neziol - Senior Product Manager, BMO ETFs

Hear from industry experts as they explore the many developments that have led to increased adoption of ETFs, in lieu of stocks and bonds, as the preferred building blocks for investment portfolios.

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2:10 pm to 2:40 pm ET Simple Method to Outperform the Index by Donald Dony - Principal, D. W. Dony and Associates, Inc.

Buying just the index (S&P 500 or TSX) would simplify outperform over 95% of fund managers, mutual funds, and private broker client accounts over any five-year period. This is due, not because of a lack of expertise, but because of investment fee (MER), the overhead cost to the analyst, commission fees to the broker, and just keeping the lights in the home office. This combination can be anywhere from 2% to a whopping 5%. This can be a big chuck of the profits. However, to outperform the index, a slightly different approach is needed besides simply buying and holding the index. This is where the fun starts.

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2:45 pm to 3:15 pm ET The Largest Edibles Company in Canada by Niel Marotta - President, CEO, Director, and Co-Founder, Indiva

Indiva Limited is a top 10 license producer of cannabis products, and leads the edibles category in Canada with greater than 40% market share. Indiva has a tremendous growth opportunity in front of it in the years to come as the cannabis market and the edibles category both continue to expand. Indiva's growth and path to profitability will be driven by new product introduction, deeper and wider retail penetration, and rising margins as input costs decline. Indiva trades on the TSX Venture under the symbol NDVA and on the OTCQX Best market under the symbol NDVAF.

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3:20 pm to 3:50 pm ET During Inflation Commodities Outperform Stocks by Peter Krauth - Editor, Silver Stock Investor & Gold Resource Investor

Inflation is here and rising. Commodities outperform stocks during inflation. We're seeing much higher prices for everything from gasoline to food to automobiles. Resources like Lithium, uranium, oil, copper, and nickel have been soaring. And their mining companies are making huge profits. Canada is the Global Mining Epicenter. It's time to get invested.

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3:55 pm to 4:10 pm ET Join Us Live for the Toronto Stock Exchange (TSX) Closing Bell Ceremony by Kim Githler - Chair and CEO, MoneyShow

Have you ever wanted the chance to participate in the closing bell at the Toronto Stock Exchange (TSX)? MoneyShow has teamed up with BMO Exchange Traded Funds and the Toronto Stock Exchange to offer attendees the chance to participate in the closing bell ceremony streaming LIVE at the MoneyShow Canada Virtual Expo in February. Join the celebration by tuning in for the live stream as we countdown the virtual ringing of the Toronto Stock Exchange closing bell!

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4:15 pm to 5:00 pm ET The Best Stocks to Buy for a Late-Stage Bull Market Benj Gallander - President, Contra the Heard Peter Hodson - Editor, Canadian MoneySaver Ryan Irvine - President, KeyStone Financial Keith Richards - President, Chief Portfolio Manager, ValueTrend Wealth Management

With the stock market on its longest bull-run in history and a dizzying array of stocks to choose from, selecting winners is an almost Herculean task. This in-depth panel assembles a select group of North America's top stock pickers who will walk you through the various sectors of the market to help you identify great companies that can deliver solid income and growth-even when this bull market is getting long in the tooth. Each will give several picks-so bring your pencils to take notes on where to put your money to best use in 2022.

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9:15 am to 10:00 am ET Minimum IQ Needed to Trade Options by Matt Choi, CMT - Founder, Certus Trading, Inc.

Most people believe top options traders have crazy high IQ. But not according to Warren Buffet. In fact, he said: "Investing is not a game where the guy with the 160 IQ beats the guy with a 130 IQ...Give away 30 points to somebody else...you don't need a lot of brains to be in this business."

A lot of people with crazy high IQs are terrible at this game because they have too many things going on in their heads. What you need is the emotional stability to hone in on a few proven strategies and trade them well.

In his featured presentation, Matt Choi, CMT will demo a complete options strategy that you can use in today's market.

This strategy involves:

  1. Using the Internet as a data-mining tool to find the best stocks to trade
  2. Applying an options strategy that can generate 100% or higher ROI
  3. Quickly finding high probability setups week in week out

And guess what...it doesn't require 160 IQ either.

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10:05 am to 10:35 am ET Think Canadian Innovation ETFs by Lisa Langley - CEO and President, Emerge Canada, Inc.

Participating in innovation is exciting, and you can do so right here at home with Canadian-listed ETFs. As Canadian investors you have access to the US-listed ETFs, meaning that you have access to top-performing and famous innovation strategies. However, if that same innovation strategy is available to you in Canadian-listed form why are you still buying US? You can participate in innovation in Canada through Canadian-listed ETFs.

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10:40 am to 11:10 am ET What Is Risk Management, Really? by Adam Schacter - Financial and Investment Advisor, Mandeville Private Client, Inc.

Risk Management is a term everyone is seemingly familiar with, but few have an easy time describing what it is, and how it frames our decision-making processes. When evaluating risk, errors in decision-making occur due to inherent psychological factors. This session will break down the concept of risk management in a way that can be articulated to others, and reviews a few of the inherent psychological factors to demonstrate how the wrong decisions in risk management can sometimes be made.

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11:15 am to 11:45 am ET 2022 Canadian Dollar Outlook by Eric Chang - Sales Trader, CMC Markets Canada

Will the Canadian dollar head higher against major currencies after the Bank of Canada signaled an accelerated rate hike in late October?

With inflation expected to stay above target throughout 2022 due to high energy prices and supply bottlenecks, how will the current and upcoming macro-economic measures impact the loonie in the upcoming year?

Join this session as Eric Chang walks through the 2022 outlook for the loonie and how you can take advantage of the upcoming moves in the loonie:

  • The impact which marco-economic measures will have on the Canadian loonie
  • Outlook on asset classes which will be impacted by a strengthening/weakening loonie
  • How to lower your trading costs on USDCAD

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11:50 am to 12:20 pm ET Charting Gold & Silver's Path by Omar Ayales - Editor, Gold Charts R Us

Join Omar Ayales for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.

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12:25 pm to 12:55 pm ET The MoneySense ETF All-Stars and Their Role in Establishing Financial Independence and Generating Retirement Income by Jonathan Chevreau - Columnist, MoneySense

Now in its 8th year, the ETF All-Stars helps Canadian investors narrow down the field of ETFs from the more than 1,000 currently available to a short list of roughly 50, spanning Canadian equities, US equities, international, fixed income, and one-decision asset allocation ETFs. Jon Chevreau spearheads a panel of eight ETF experts, who also contribute more eclectic individual picks through the popular Desert Island pick feature.

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1:00 pm to 1:30 pm ET Smart Money, Dumb Money: Beating the Crowd Through Contrarian Investing by Keith Richards - President, Chief Portfolio Manager, ValueTrend Wealth Management

Many investors get caught in popular investment themes. They enthusiastically buy near the top, then fearfully sell near the bottom. Keith Richards will be sharing insight into using contrarian analysis tools designed to help you buy oversold markets and securities that have reached their capitulation stage. These same tools can help you avoid or sell an overbought market or security that has reached its euphoric stage. Taking key lessons from his new book Smart Money, Dumb Money, this seminar will assist you in incorporating contrarian analysis into a logical trading strategy.

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1:00 pm to 3:00 pm ET How to Build a Modern DIY Stock Portfolio* Aaron Dunn - Senior Equity Analyst, KeyStone Financial Ryan Irvine - President, KeyStone Financial

KeyStones' simple portfolio-building plan is designed to enrich you, not your advisor. In this MoneyMasters class, KeyStone's founder, Ryan Irvine, and head of dividend growth and US research, Aaron Dunn, will help both novice and experienced investors create a simple 15-25 stock portfolio composed of high-quality growth and dividend growth stocks. You will learn how to simplify your stock portfolio, save on fees, and focus on buying great stocks, designed to grow and pay dividends over the long term.

Highlights Include:

  • Why 2-3 Great Investment Ideas Can Change your Life
  • 5-6 Great Stocks You Can Buy Today
  • Why Canadians Need Exposure to the US Market
  • How to Start or Fix Your Stock Portfolio
  • Inflation & Your Portfolio
  • Learn 5 Simple Steps to Analyze any Stock in 5 Minutes
  • A Live Q&A Session

Making money in the stock market is easy right? Wrong! While buying stocks is easy, there are over 10,000 stocks in Canada & the US to choose from—some offer game-changing return potential, but many are land mines with the potential to destroy your hard-earned dollars.

What you need is a plan. One designed by the team that recommended the best-performing stock in Canada for the past decade. If you are serious about building a long-term, profitable stock portfolio that pays you to own it and want to learn how, you won't want to miss this MoneyMasters class!

*Tickets are US$139 per person (includes HST); all sales are final. If you miss the live course, you can always watch it on demand at a later date.

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1:35 pm to 2:05 pm ET How to Profit in the Market, Do You Use This Basic Technique? by Tyler Bollhorn - Founder, Stockscores.com

There is a simple characteristic of almost every stock that moves up quickly. To be a profitable trader requires that you not only understand why it works but have the tools and process to identify opportunities. In this presentation, Stockscores.com founder Tyler Bollhorn will show you the factor he has focused on for most of his 30-year trading career. Whether you are a longer-term position trader, medium-term swing trader, or short-term day trader, understanding his simple approach to trading the stock market will make you a better investor and trader.

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2:10 pm to 3:00 pm ET The Great Debate About Actively Managed ETFs Eric Balchunas - Senior ETF Analyst, Bloomberg Intelligence Laurent Boukobza - VP ETF Strategist, Mackenzie Investments Lisa Langley - CEO and President, Emerge Canada, Inc. Jonathan Needham - Vice President, ETF Distribution, TD Asset Management

Would you be willing to sacrifice transparency for potential returns? Would you forego daily disclosure for added flexibility? Those questions and more lie at the center of the passive vs. active ETF debate, the latest version of which will happen right before your eyes as part of this special panel! So be there as the pros discuss the advantages and distinct risk factors of new, actively managed ETFs. See which side you're on, and through the course of a spirited debate, get the help you need to decide whether actively managed ETFs are right for you.

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3:05 pm to 3:35 pm ET Unicorns, Moonshots, and Giant Goldfish: Fishing Tips for Investor Intel by Lesley Byrne - Manager, Investor Engagement, & Outreach, Ontario Securities Commission

In an age of information-overload, it's not easy to evaluate a social media fever vs traditional stock analysis sites and blogs. We'll talk about how to sift through the onslaught of data and find the practical information you need for decision making. This session will walk through the key questions you should ask as you research investment opportunities.

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3:40 pm to 4:20 pm ET Divorce: 10 Financial Steps to Navigate Your Big Life Change Mark Bunting - Publisher and Host, Uncommon Sense Investor John O'Connell - Chairman and CEO, Davis Rea Investment Counsel Libby Wildman - Head of Wealth Advisory, Davis Rea Investment Council

In this session, seasoned professionals will provide you with the roadmap you need to get your financial house in order during what can be a very challenging time.


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