Can ETFs solve the income challenge?

Charles is a Senior Manager, Investment Solutions, at National Bank Investments, where he oversees NBI’s ETF lineup and plays a key role in shaping the strategic direction for the development and management of investment solutions. With nearly 20 years of experience in the investment industry, Charles has spent the majority of his career in investment product management, covering mutual funds, ETFs, private markets, and institutional investments. He is a Chartered Financial Analyst (CFA) and holds the Certificate in Investment Performance Measurement (CIPM).

Jonathan is Lead of ETF Distribution for the firm, and works closely with the Wholesaling and National Accounts Teams across Canada with a focus on differentiating TD ETF offerings within the marketplace and driving market share growth. He has extensive experience in the Canadian Investment Industry in various roles, including Senior Sales Executive, Senior Marketing Executive, Sales Coach and Consultative Sales. Jonathan holds a Certificate in Human Resource Management from Sheridan College and an MBA from Lebow College of Business at Drexel University.

Jacqueline Tung is Vice President at BlackRock Asset Management Canada. In her role, she partners with financial advisors in Ontario to identify iShares ETF strategies to deliver against their client’s investment objectives. Prior to joining BlackRock, she was Vice President of business development for a Canadian asset manager specializing in sustainability. In her 15 years+ of experience in the wealth and asset management industry, Jacqueline held various business development roles working with advisors and high net worth clients. Jacqueline holds an MBA from the Ivey School of Business and completed her undergraduate degree in Economics at the University of Victoria.

Robert has recently been named as Manulife’s Head of Specialists in July, 2024. He heads our national Specialist Wholesaling team tasked in promoting Manulife’s ETF and Alternative Investment solutions with financial advisors across the country.

Prior to that, Robert was the Director of ETFs for the Eastern Region of Canada since 2019. His main responsibilities included promoting Manulife’s ETF solutions to Financial Advisors across the province of Quebec, and helping our clients integrate ETFs into their practice. In 2022, Robert earned Manulife’s Emerald Award for his success in growing Manulife ETF assets.

Before his focus on ETFs, Robert was a District Vice-President for Manulife Mutual Funds and Segregated Funds for the regions of the West Island of Montreal, Gatineau, and Abitibi Temiscamingue. Robert started his career with Manulife Investment Management in 2012 as a Business Development Manager.

Robert graduated from the John Molson School of Business with a Bachelor in Commerce and earned his MBA from the Goodman Institute of Investment Management at Concordia University

Stephanie Wolfe is the Executive Vice President, Head of Marketing for Global X Investments Canada Inc., a subsidiary of Mirae Asset Financial Group, which manages $800 billion of assets across the globe.

At Global X, Stephanie oversees all marketing and communications activities and brings more than two decades of experience driving growth and innovation in the financial services sector. Previously, she was the Head of Canada Marketing at BlackRock and most recently, served as Strategic Advisor, Women’s Segment for BMO Private Wealth.

Stephanie is a passionate advocate for empowering women to achieve financial wellness and is a certified financial coach. In 2017, she won the Executive Coaching Award for Women in Capital Markets. She is also an active committee member of Women in ETFs, an organization focused on the advancement of women in finance.

Stephanie holds a BA from the University of Waterloo and a Masters Certificate in Marketing from Schulich School of Business York University.