Click here to close now.




















Welcome!

News Feed Item

BMO's 2013 RRSP Media Guide

Writing a story on retirement or investing? Need some background, a quote, a different perspective?

TORONTO, ONTARIO -- (Marketwire) -- 02/18/13 --

Editors Note: There are seven photos accompanying this press release.

BMO has some of the leading personal finance and retirement planning experts in the country. They are available throughout December, January and February to provide insight and commentary on a wide variety of topics, including:


--  Retirement planning and building a solid retirement strategy. 

--  What is on the minds of investors this RRSP season? 

--  Insulating your investment portfolio against market volatility.  

--  How do Canadians feel about the markets this year vs. last? 

--  Canada's Boomers account for close to one-third of the population and
    are retiring in increasing numbers. Are they prepared? How might changes
    to the CPP affect them? 

--  Seventy per cent of Canadians don't know what they hold in their RRSPs.
    What's the optimal mix - mutual funds, exchange traded funds, stocks,
    GICs? 

--  Investment and tax strategies for all ages and income levels. 

--  Where should Canadians put their money? Making sense of a myriad of
    options such as: RRSPs, RESPs, RDSPs, TFSAs, etc. 

--  Strategies for balancing risk, borrowing to contribute to an RRSP and
    converting RRSPs into RRIFs, within a retirement portfolio. 

--  How to get a clear picture of how much money is needed for retirement. 

                                                                            
Dr. Amy D'Aprix                                                             
Life Transition Expert                                                      
BMO Financial Group                                                         

Amy is a gerontologist and social worker who began working with caregivers and seniors more than 30 years ago. She leads BMO's Take Charge of Your Retirement, Women and Money and Estate Planning workshops across Canada and works with people to explore the social aspects of retirement and how they link with the financial implications.

Areas of expertise:


--  Finding purpose and meaning in retirement 
--  Essential conversations 
--  Preparing for unexpected life events 
--  Caring for ageing parents 
--  Importance of having choice, flexibility and control in retirement 

To view a photo of Dr. Amy D'Aprix, please visit the following link: http://www.marketwire.com/library/20121221-843390AmyDAprix.jpg


                                                                            
Chris Buttigieg                                                             
Senior Manager, Wealth Planning Strategy                                    
BMO Wealth Institute, BMO Financial Group                                   

Specializing in retirement planning for over 15 years, Chris is a thought leader within the BMO Wealth Institute. He brings together the latest retirement research and delivers leading-edge retirement products, tools and services to help Canadians better plan for retirement.

Areas of expertise:


--  Retirement planning and building a retirement strategy 
--  Recent developments in public and private pension plans 
--  Travelling in retirement 
--  Retirement income/pension strategies 

To view a photo of Chris Buttigieg, please visit the following link: http://www.marketwire.com/library/20121221-843390ChrisButtigieg.jpg


                                                                            
Domenic Gallippi                                                            
Head of Term Investment Products                                            
BMO Bank of Montreal                                                        

Domenic oversees the family of BMO and Advisor's Advantage Trust GICs, specializing in market-linked GICs, investment strategies, product development and performance monitoring.

Areas of expertise:


--  Retirement term investment strategies for Canadians 
--  GIC investing strategies in a low-rate environment 
--  Strategies for preserving capital while staying invested in the market 

To view a photo of Domenic Gallippi, please visit the following link: http://www.marketwire.com/library/20121221-843390DomenicGallippi.jpg


                                                                            
Lisa Parise                                                                 
Director, Wealth Planning                                                   
BMO Wealth Institute, BMO Financial Group                                   

Lisa leads the strategic direction for BMO's Wealth Planning Group. In her role, she is responsible for driving strategy to ensure that all clients have access to financial plans and understand the important role they can play in preparing for both short- and long-term goals such as the purchase of a new home or retirement.

Areas of Expertise:


--  The important role of financial planning 
--  How assets, liabilities, income, spending habits and investments fit
    into a financial plan 
--  Strategies for saving and planning for retirement 

To view a photo of Lisa Parise, please visit the following link: http://www.marketwire.com/library/20121221-843390LisaParise.jpg


                                                                            
Marlena Pospiech                                                            
Senior Manager, Wealth Planning Strategy                                    
BMO Wealth Institute, BMO Financial Group                                   

Marlena plays a leadership role within the BMO Wealth Institute providing thought-provoking insight and developing retirement and wealth planning strategies for individuals and their families. She has nearly 20 years of experience in wealth management and a diverse background in tax, trusts, estates, non-resident issues and retirement planning.

Areas of expertise:


--  Retirement planning and building a retirement strategy 
--  RRSP vs. TFSA: which is right for you? 
--  Impact of being single in retirement 
--  Divergent paths - how men and women approach retirement differently 
--  Personal tax, trusts, estate planning, financial planning 

To view a photo of Marlena Pospiech, please visit the following link: http://www.marketwire.com/library/20121221-843390MarlenaPospiech.jpg


                                                                            
Serge Pepin                                                                 
Vice President, Investment Strategy                                         
BMO Global Asset Management                                                 

Serge is a member of the BMO Global Asset Management Canadian Fundamental Equity team and the BMO Asset Management asset allocation team. He provides expertise on investment selections, monitoring, performance and risk evaluation and how they fit into an RRSP and overall portfolio strategies.

Areas of expertise:


--  How to navigate through the ups and downs of the market 
--  Investment strategies for Canadians 
--  Mutual funds and the role they play in an RRSP 
--  Managing risk in an RRSP 

To view a photo of Serge Pepin, please visit the following link: http://www.marketwire.com/library/20121221-843390SergePepin.jpg


                                                                            
John Waters                                                                 
Vice President, Head of Tax & Estate Planning                               
Wealth Planning Group, BMO Nesbitt Burns                                    

John is responsible for providing tax planning support and information for individuals, families and businesses.

Areas of expertise:


--  Retirement tax strategies 
--  Personal tax 
--  Financial and estate planning for high net worth individuals and
    entrepreneurs 
--  Wide range of retirement issues related to the taxation of individuals,
    corporations, trusts and partnerships 

To view a photo of John Waters, please visit the following link: http://www.marketwire.com/library/20121221-843390JohnWaters.jpg

More Stories By Marketwired .

Copyright © 2009 Marketwired. All rights reserved. All the news releases provided by Marketwired are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving in a public database, redistributing via a computer network or in a printed form.

Latest Stories
The 5th International DevOps Summit, co-located with 17th International Cloud Expo – being held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the ...
Mobile, social, Big Data, and cloud have fundamentally changed the way we live. “Anytime, anywhere” access to data and information is no longer a luxury; it’s a requirement, in both our personal and professional lives. For IT organizations, this means pressure has never been greater to deliver meaningful services to the business and customers.
17th Cloud Expo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterprises ar...
This Enterprise Strategy Group lab validation report of the NEC Express5800/R320 server with Intel® Xeon® processor presents the benefits of 99.999% uptime NEC fault-tolerant servers that lower overall virtualized server total cost of ownership. This report also includes survey data on the significant costs associated with system outages impacting enterprise and web applications. Click Here to Download Report Now!
In his session at @ThingsExpo, Lee Williams, a producer of the first smartphones and tablets, will talk about how he is now applying his experience in mobile technology to the design and development of the next generation of Environmental and Sustainability Services at ETwater. He will explain how M2M controllers work through wirelessly connected remote controls; and specifically delve into a retrofit option that reverse-engineers control codes of existing conventional controller systems so the...
U.S. companies are desperately trying to recruit and hire skilled software engineers and developers, but there is simply not enough quality talent to go around. Tiempo Development is a nearshore software development company. Our headquarters are in AZ, but we are a pioneer and leader in outsourcing to Mexico, based on our three software development centers there. We have a proven process and we are experts at providing our customers with powerful solutions. We transform ideas into reality.
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding bu...
In 2014, the market witnessed a massive migration to the cloud as enterprises finally overcame their fears of the cloud’s viability, security, etc. Over the past 18 months, AWS, Google and Microsoft have waged an ongoing battle through a wave of price cuts and new features. For IT executives, sorting through all the noise to make the best cloud investment decisions has become daunting. Enterprises can and are moving away from a "one size fits all" cloud approach. The new competitive field has ...
SYS-CON Events announced today the Containers & Microservices Bootcamp, being held November 3-4, 2015, in conjunction with 17th Cloud Expo, @ThingsExpo, and @DevOpsSummit at the Santa Clara Convention Center in Santa Clara, CA. This is your chance to get started with the latest technology in the industry. Combined with real-world scenarios and use cases, the Containers and Microservices Bootcamp, led by Janakiram MSV, a Microsoft Regional Director, will include presentations as well as hands-on...
The 3rd International WebRTC Summit, to be held Nov. 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA, announces that its Call for Papers is now open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 15th International Cloud Expo, 6th International Big Data Expo, 3rd International DevOps Summit and 2nd Internet of @ThingsExpo. WebRTC (Web-based Real-Time Com...
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading in...
The Internet of Things is in the early stages of mainstream deployment but it promises to unlock value and rapidly transform how organizations manage, operationalize, and monetize their assets. IoT is a complex structure of hardware, sensors, applications, analytics and devices that need to be able to communicate geographically and across all functions. Once the data is collected from numerous endpoints, the challenge then becomes converting it into actionable insight.
eCube Systems has released NXTmonitor, a full featured application orchestration solution. NXTmonitor, which inherited the code base of NXTminder, has been extended to support multi-discipline processes and will act as a DevOps utility in a heterogeneous enterprise environment. Previously, NXTminder was packaged with NXTera middleware to configure and manage Entera and NXTera RPC servers. “Since we are widening the focus of this solution to DevOps, we felt the need to change the name to NXTmon...
Contrary to mainstream media attention, the multiple possibilities of how consumer IoT will transform our everyday lives aren’t the only angle of this headline-gaining trend. There’s a huge opportunity for “industrial IoT” and “Smart Cities” to impact the world in the same capacity – especially during critical situations. For example, a community water dam that needs to release water can leverage embedded critical communications logic to alert the appropriate individuals, on the right device, as...
As more and more data is generated from a variety of connected devices, the need to get insights from this data and predict future behavior and trends is increasingly essential for businesses. Real-time stream processing is needed in a variety of different industries such as Manufacturing, Oil and Gas, Automobile, Finance, Online Retail, Smart Grids, and Healthcare. Azure Stream Analytics is a fully managed distributed stream computation service that provides low latency, scalable processing of ...