TORONTO, ONTARIO — (Marketwire) — 12/19/11 — 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:
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 and Women and Money workshops across Canada and works with BMO clients to explore the social aspects of retirement and how they link with the financial implications.
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Caroline oversees BMO-s Retirement & Financial Planning Group and plays a key role in developing BMO-s financial planning strategies and retirement products and solutions. In this role she has also helped keep BMO at the forefront of retirement issues since 2005.
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Tina leads the BMO Retirement Institute and plays a key role in providing thought-provoking insight and developing retirement strategies for individuals who are either planning for retirement or are already in their retirement years. Tina has more than 20 years of experience in wealth planning. She is also the author of a recent book on retirement, 52 Ways to Wreck your Retirement…and How to Rescue It, in which she provides advice and actionable steps for getting a retirement plan back on track.
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Domenic oversees the family of BMO and Advisor-s Advantage Trust GICs, specializing in market-linked GICs including investment strategies, product development and performance monitoring.
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Serge oversees the family of BMO and BMO Guardian mutual funds, including fund selection, monitoring, performance and risk evaluation and how they fit into an RRSP. Serge is fluently bilingual.
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Connie oversees the overall strategy and operations of BMO InvestorLine. In this role, she spearheads the delivery of leading-edge products, tools and services to help self-directed investors.
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Contacts:
BMO RRSP Media Hotline
1-866-298-8385