Innovation and Trends in the Canadian ETF Market with Ronald Landry

Insight is Capital™ Podcast

Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of covered calls and liquid alts, the accelerating evolution of Canada's ETF landscape, and the policy shifts that could transform the advisory business in 2025 and beyond. Landry shares over 30 years of industry insight, covering everything from:

• The two-year boom in covered call ETFs—and why yield remains king
• How alternative strategies are finally gaining traction after years of slow adoption
• New ETF-wrapped solutions making it easier than ever for advisors to close portfolio gaps
• The regulatory innovations (like total cost reporting and ticker rule proposals) that could reshape the advisor-client conversation
• Why Canada continues to lead global ETF innovation—and what the US is learning from our market

Chapters

00:00 – The ETF Boom: Why 2025 Is Already One for the Record Books 02:00 – 30 Years of Insight: Ron Landry’s Unlikely Path to ETF Leadership 04:00 – Markets in Transition: What Record Q1 Flows Are Really Telling Us 08:00 – Central Banks in a Bind: Rates, Tariffs, and the Inflation Puzzle 09:30 – Single Stock ETFs, CDRs, and the Quest for Yield in Canada 12:00 – Built for Canadians: Why Homegrown ETFs Are Winning 14:00 – Crypto, Covered Calls, and the Real Drivers of Demand 16:00 – Alternatives Accelerating: The 53% Growth Story You Missed 19:00 – Advisors' Dilemma: Explaining Line Item Risk in a 60/40 World 21:00 – Regulation as Catalyst: CSA Reviews, Cost Transparency, and Ticker Labels 24:00 – From 6% to 20%: Canada’s ETF Market Is on a Tear 26:00 – The Rise of Dual-Structure Funds: ETF and Mutual Fund Hybrids 27:00 – Canada: The Quiet Giant of ETF Innovation 29:00 – One Rulebook to Rule Them All: The Secret to Canada’s ETF Advantage #ETFs #CanadianETFs #InvestingCanada #FinancialAdvisors #CoveredCalls #LiquidAlts #ETFInnovation #CIBCMellon #RonLandry #WealthManagement #PortfolioConstruction #FinancePodcast #InvestmentStrategies #YieldHunting