Alfred Lee

July 1, 2021

[Ep. 289] What You Should Know About Investing in ETFs with Alfred Lee

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This episode of the More Money Podcast is sponsored by BMO ETFs. Want a more cost-efficient way to build a diversified investment portfolio? Check out BMO’s huge selection of ETFs! They’ve got ones that follow a broad-market index like ZCN, and ones that are more focused such as ESGA which only invests in socially responsible companies. To learn more, visit

ETFs have really leveled the playing field between individual investors and institutions.
– Alfred Lee, Director, Portfolio Manager, and Investment Strategist at BMO ETFs


Like I mentioned in my last More Money episode (ep. 288), today I’m sharing another bonus episode and we’re talking all about ETFs. I’m joined by Alfred Lee, who is the Director, Portfolio Manager, and Investment Strategist at BMO ETFs. I love any chance I can get to talk about investing and was super excited to go in-depth about ETFs (one of my personal favourite investment products).

Alfred is a senior portfolio manager with BMO ETFs and has been a part of their ETF business since its inception over 10 years ago. He currently manages their index-based equities ETFs but also previously managed their fixed income ETF lineup. He also serves as the investment strategist for BMO ETFs and is involved with product design.

There is so much to cover with ETFs, including all the different types of index funds, taxation, and the major differences between them and mutual funds. Alfred helps answer all these questions and more in today’s episode. If you want to go even more in-depth when it comes to ETFs, then be sure to check out BMO ETFs’ Views for the Desk podcast, which releases new episodes weekly.

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