Canadian investors are increasingly turning to passive investing as their portfolio foundation of choice. In this episode, special guest Erin Allen and host Zayla Saunders dig into why this trend continues to gain ground, from the evolving DIY investing landscape and the rise of hybrid advice models to the increasing pull of social media on next-gen investors.
Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Erin Allen is Director, Direct Distribution at BMO GAM. This episode was recorded live on Monday, August 17, 2026.
ETFs mentioned:
· BMO Money Market Fund ETF Series (Ticker: ZMMK)
Sources:
SPIVA Canada Year-End 2025 Scorecard
SPIVA Canada Persistence Scorecard: Year-End 2025
KYC: Know Your Client
KYP: Know Your Product
Collateralized Loan Obligation (CLO): A structured financial product where a manager pools together corporate loans and repackages them into tranches, or classes of securities, based on their risk level.
DIY (Do-It-Yourself) Investor: Individual who manages their own investment portfolios directly—typically through an online brokerage platform—rather than working with a financial advisor.
CRM3: Client Relationship Model Phase 3, also known as Total Cost Reporting (TCR), is a Canadian financial regulation built on its predecessor, CRM2, that mandates full transparency around investment fees and costs.
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