iUnits Advisors Team

Toll Free: (866) 486-4874
Fax: (416) 643-4049

Financial Advisor Enquiries in Central Canada:

Howard J. Atkinson, CFA, CIMA
Head of Public Funds
Direct: (416) 594-4404
Email: howard.atkinson@barclaysglobal.com

Howard Atkinson is responsible for the overall success of the Public Funds business at Barclays Global Investors Canada Limited. Specifically, he oversees the development, promotion and ongoing management of BGI’s iUnits and Barclays Funds product lines in Canada. He has 16 years investment management industry experience, including positions with a national investment dealer and major mutual fund companies. After graduating from the University of New Orleans with a B.Sc. in Business Administration (Economics), Howard earned his Chartered Financial Analyst (CFA) designation. In addition, he has received his Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association (IMCA).

2004 Financial Forum Highlights

10min. Preview

Saturday, 12:15 Forum Guest Speaker
Subject: Exchange Traded Funds (ETFs) as Portfolio Tools

-ETF attributes and design
-The past, present and future of ETFs
-Lessons from institutional usage of ETF's
-How individual investors can build better portfolios with ETFs
-New ETF products in the pipeline

Howard Atkinson is Canada's expert on exchange traded funds. Find out what wise investros already know about low cost, efficient investment vehicle that has grown globally to US$250 billion in a few short years. Whether you are looking for new investment strategies or trying to improve your current program, this session is for you.

SPONSORED BY

MEET the AUTHOR at the iUnits booth #2

The low cost, efficient way to invest from
BARCLAYS GLOBAL INVESTORS

Mr. Atkinson is the author of "The New Investment Frontier II: A Guide to Exchange Traded Funds for Canadians," published in 2003 by Insomniac Press and Les fonds négociés en Bourse: Un outil de placement novateur pour l’investisseur avisé (Transcontinental, 2003). He is a contributing editor for Money Digest: A Journal of Investing and Personal Finance, and is regularly featured as a contributing finance writer and analyst reference in many major Canadian newspapers, including The Globe & Mail, National Post, Toronto Star, Vancouver Sun, and Ottawa Citizen. Howard has appeared on both ROBTV and Global TV, and can be seen regularly on CP24. He has been interviewed by radio stations across the country, including CBC, and is a regular presenter at investment industry conferences and forums.