FAQs Contact us How to buy

  • Product list by product type

    Product list by asset class

    Product list by management style

    Built for investorsRed abstract background with Vanguard "V" logo and illustration of a woman drawing steps.

    About our products

    How to buy

  • Advisor support centreIllustration of colorful tapes unrolling over a red background

    Advisor resources

    Advisor tools

    Education

    Fund compare toolIllustration of a balance holding abstract shapes levelled, over a red background

    Investor resources

    Investor tools

  • Insights

    Vanguard Economic and Market Outlook for 2026Illustration showing diverse team members collaborating to build success, represented by colorful geometric blocks and charts, with one person raising a victory flag at the top.

  • Vanguard Canada

    Events and webinarsWoman wearing a red shirt wearing a headset while taking a call on her laptopOur Biggest Fee Cut YetFather reading a book to his 2 toddlers
    • How to buy
    For Financial Advisor Use Only.

    This page is for the sole use of Financial Advisors and is not intended to be accessed by investors or prospective investors.*

    Thursday, July 23, 2026 1:30 - 2:15 PM EDT

    Fixed Income in Focus: Industry Trends and Portfolio Strategies for CRM3

    Webinar
    CE credits : Pending
    Register now
    Thursday, July 23, 2026 1:30 - 2:15 PM EDT

    Fixed Income in Focus: Industry Trends and Portfolio Strategies for CRM3

    Webinar
    CE credits : Pending
    Register now

    Meet our speakers

    Alex Lee + ' ' + Fixed Income Client Portfolio Manager, Vanguard Canada
    Alex Lee

    Fixed Income Client Portfolio Manager, Vanguard Canada

    Show profile

    Alex Lee is a Fixed Income Client Portfolio Manager at Vanguard Canada. Prior to joining Vanguard, he served as Head of Canada ETF Product Strategy at Franklin Templeton and previously worked as a Fixed Income ETF Product Manager at Invesco.

    Alex holds a Bachelor of Commerce in Finance from York University and a Master of Finance from Queen’s University and is a CFA and CAIA charterholder.

    Will O'Connell + ' ' + Regional Director, Vanguard Canada
    Will O'Connell

    Regional Director, Vanguard Canada

    Show profile

    Will O'Connell is a Regional Director for Vanguard Investments Canada Inc., serving MFDA advisors across western Canada and IIROC advisors in the interior and northern British Columbia. He was previously a Senior Business Development Manager at Vanguard serving the BC region. Before joining Vanguard in 2015, he held roles consulting with start-ups at Ryerson University's on-campus incubator and in account management and underwriting in the commercial insurance industry.

    He earned a BA in history from Wilfrid Laurier University and an MBA from Ryerson University. He is currently enrolled in the Chartered Investment Manager (CIM®) program.

    Webinar details

    Join us for an informative discussion on today’s fixed income landscape. We will explore current opportunities across Canadian and global bond markets, revisit key concerns from the 2022 bond market selloff, and examine how evolving industry dynamics, including CRM3 and the growing use of ETFs, are shaping advisor and client conversations.

     

    In this session, we will cover:

    • The latest developments in the Canadian fixed income market, and what they mean for portfolio positioning
    • How to address lingering concerns following 2022, with context on today’s economic and interest rate environment
    • The impact of CRM3 on advisor-client conversations, and how advisors are balancing active mandates with low-cost ETFs for stability, diversification and to lower overall portfolio fees

     

    You will leave with insights on the current fixed income landscape, the important role bonds play in portfolio construction, and strategies for building a diversified bond portfolio positioned for success in the evolving CRM3 environment.

    *This webpage is for the sole use of, and should only be accessed by, duly registered representatives of a securities registrant only (referred to as Advisors). This webpage is not intended to be accessed by investors or prospective investors. The information in this webpage must not be reproduced, redistributed, copied, published or used by or with, or transferred to, investors or prospective investors. None of this information constitutes or forms part of any recommendation, offer or solicitation to buy, hold or sell any security, adopt any investment or portfolio strategy or purchase any other investment product or service. By accessing this webpage, you confirm that you are an Advisor and that you acknowledge and accept the foregoing.