What We Do For You
Building portfolios with Exchange-Traded Funds (ETFs) offers clear advantages over mutual funds and wrap accounts. Using killer tools that leverage these advantages can put you ahead of the pack.
PUR Investing Inc. is a specialist in portfolio construction using ETFs. You can access this expertise through PUR's ActiveBaskets™ Platform.
ActiveBaskets™ allows you to offer risk-tailored ETF portfolios to your clients.
For more information, please contact Mark Yamada.
JOIN OUR A-TEAM!
PUR Investing Inc. offers selected advisors the opportunity to evaluate new tools before public release. Want to participate? Send us an email with "beta tools" in the subject line and we will send you login information when new tools are available.
Finding Mark Yamada
- Benefits Canada's Pension and Benefits Summit, Toronto, April 29-30, 2013.
- Exchange Traded Forum, Toronto May 2-3, 2013
- World Alternative Investment Summit Canada (WAISC) West, Calgary, June 17, 2013
- Exchange Traded Forum, Vancouver June 19, 2013
- Rotman Capital Markets Institute, Roundtable Discussion, ETFs, Toronto, June 27, 2013
- Exchange Traded Forum, Montreal, October 9, 2013
General Tax-efficient Investing: Part 2 Advisor Group speaks to a number of tax experts to reveal the secrets of tax-efficient investing. In this lesson, we examine the risks behind certain tax-efficient investments, the updates to the flow-through shares legislation, the issues with foreign taxes, and the mechanics of Systemic Withdrawal Plans and Return of Capital distributions. After learning these concepts, advisors will be better equipped to help their clients invest tax efficiently.
General An in-depth look at ETFs, Part 1 ETF experts Mark Yamada and Ioulia Tretiakova examine the tax implications of ETFs, the role of ETFs in actively managed portfolios, and the issues surrounding synthetic ETFs. After understanding these concepts, advisors will be better equipped to use ETFs in client portfolios.
Recent articles in the Advisor's Edge Report publication have caused quite a stir, and we love a good debate!
Revisit the articles:
Review the spreadsheet that fuelled the conversation!
Access our ongoing series of portfolio construction articles posted on the Advisor.ca site:
- ARTICLE 1 - Use This Moderate Risk ETF Portfolio for Steady Growth
- ARTICLE 2 - Using ETFs in Retirement
- ARTICLE 3 - Flak Jacket Investing
- ARTICLE 4 - Million Dollar Portfolios
Are U.S. REITs making a comeback? After a few tumultuous years, REITs have been gaining strength as seen by strong returns and growth in assets under management.
This information-packed webinar explores how and why REIT and property index performance and exposures have differed across U.S., Canada and international markets. Speakers include:
David Blitzer - Managing Director, Index Committee Chairman
S&P Dow Jones Indices
Michael McClary - Chief Investment Officer
ValMark Advisers, Inc.
Mark Yamada - President & CEO
P?R Investing, Inc.
Michael Orzano - Product Manager, Global Equities
S&P Dow Jones Indices
* click on image to access webinar