ETF Strategy, Market Risks & Smarter Investing w Vince Kraljevic | Finances w Friends | Ep. 5

Written by
CJ Stevens, CFP®
Published on
October 7, 2025
Listen

In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at ‪Fidelity Canada‬ and one of the sharpest minds in the investing world.With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant investing, the differences between ETFs and mutual funds, and how Fidelity builds its all-in-one portfolios. If you’ve ever wondered how portfolios are built, how to interpret market signals, or what keeps professionals up at night: this one’s for you.

Together, CJ and Vince explore everything from strategy to risk indicators, with plenty of takeaways for both new and seasoned investors.

This article was prepared by CJ Stevens and Jerry Kallitsis who are both mutual fund representatives with Investia Financial Services Inc. This is not an official publication of Investia Financial Services Inc. The views expressed in this article are those of the author alone, and are not necessarily those of Investia Financial Services Inc. The content is for informational purposes only, you should not construe any such information as legal, tax, investment, financial or other advice. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity.
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