In this masterclass, experts explore how the growing adoption of bond ETFs in Canada and globally is reshaping portfolios through innovations that boost income, preserve capital, enhance diversification, and enable advisors to scale efficiently, manage costs, and navigate evolving markets.

Speakers:

• Marina Mets, CPA, CMA®, Head of Americas, Fixed Income & Convertibles, at FTSE Russell
• Rachel Siu, Head of Canadian Fixed Income at BlackRock

Discussion Points:

• The Role of Fixed Income ETFs for Advisors and Investors
• Current Market Trends and Drivers of ETF Adoption
• Historical Context: Evolution of Fixed Income ETFs in Canada
• Recent Innovations in Fixed Income ETFs
• Cost Management and Advisor Value with ETFs
• Implementation Examples and Core Portfolio Frameworks
• Key Takeaways for Advisors Using Fixed Income ETFs
• Impact of Global Macro Factors on Canadian Fixed Income Market
• Risks, Opportunities, and Asset Class Diversity
• The Role of Government Bond ETFs in Portfolios
• Comparing Canadian, U.S., and Global Fixed Income ETFs
• Future Outlook: The Next 5 Years for Fixed Income ETFs
• Closing Remarks

Disclosure

Investing involves risk, including possible loss of principal.

Neither RBC nor BlackRock is affiliated with FTSE Russell, an LSEG Business. The RBC iShares alliance includes RBC ETFs managed by RBC Global Asset Management Inc. and iShares ETFs managed by BlackRock Asset Management Canada Limited ("BlackRock Canada"). Commissions, trailing commissions, management fees and expenses all may be associated with investing in exchange-traded funds (ETFs). Please read the relevant prospectus before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

The iShares ETFs are not connected, sponsored, endorsed, issued, sold or promoted by FTSE Russell, an LSEG Business. Nor does this company make any representation regarding the advisability of investing in the iShares ETFs. BlackRock Asset Management Canada Limited is not affiliated with the companies listed above.

The Prospectus contains a more detailed description of the limited relationship the companies have with BlackRock Asset Management Canada Limited and any related ETFs.

© 2025 BlackRock Asset Management Canada Limited. All rights reserved. BLACKROCK and iSHARES are registered trademarks of BlackRock, Inc., or its affiliates. Used with permission. All other trademarks are those of their respective owners.

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