Click here to close now.

Welcome!

.NET Authors: Carmen Gonzalez, Elizabeth White, Liz McMillan, Greg O'Connor, Jason Bloomberg

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) -- 12/21/12 --

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.

@ThingsExpo Stories
SYS-CON Events announced today that CommVault has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. A singular vision – a belief in a better way to address current and future data management needs – guides CommVault in the development of Singular Information Management® solutions for high-performance data protection, universal availability and sim...
SYS-CON Events announced today that SafeLogic has been named “Bag Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. SafeLogic provides security products for applications in mobile and server/appliance environments. SafeLogic’s flagship product CryptoComply is a FIPS 140-2 validated cryptographic engine designed to secure data on servers, workstations, appliances, mobile devices, and in the Cloud.
The best mobile applications are augmented by dedicated servers, the Internet and Cloud services. Mobile developers should focus on one thing: writing the next socially disruptive viral app. Thanks to the cloud, they can focus on the overall solution, not the underlying plumbing. From iOS to Android and Windows, developers can leverage cloud services to create a common cross-platform backend to persist user settings, app data, broadcast notifications, run jobs, etc. This session provides a high level technical overview of many cloud services available to mobile app developers, includi...
BroadSoft on Tuesday announced that it is a recipient of the 2014 Frost & Sullivan Market Leadership Award in the Hosted/Cloud Internet Protocol (IP) Telephony market for Latin America. According to Frost & Sullivan market research, the Latin America (LATAM) hosted/cloud Internet Protocol (IP) telephony market, including integrated unified communications and collaboration (UC&C) applications, is currently experiencing a rapid growth trajectory and is expected to exhibit a tenfold rise in annual revenues in the 2013-2020 period. With more than 600 cloud deployments internationally, BroadSoft w...
SYS-CON Events announced today that StorPool Storage will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. StorPool is distributed storage software that allows service providers, enterprises and other cloud builders to run data storage on standard x86 servers, instead of using expensive and inefficient storage arrays (SAN).
Temasys has announced senior management additions to its team. Joining are David Holloway as Vice President of Commercial and Nadine Yap as Vice President of Product. Over the past 12 months Temasys has doubled in size as it adds new customers and expands the development of its Skylink platform. Skylink leads the charge to move WebRTC, traditionally seen as a desktop, browser based technology, to become a ubiquitous web communications technology on web and mobile, as well as Internet of Things compatible devices.
GENBAND has announced that SageNet is leveraging the Nuvia platform to deliver Unified Communications as a Service (UCaaS) to its large base of retail and enterprise customers. Nuvia’s cloud-based solution provides SageNet’s customers with a full suite of business communications and collaboration tools. Two large national SageNet retail customers have recently signed up to deploy the Nuvia platform and the company will continue to sell the service to new and existing customers. Nuvia’s capabilities include HD voice, video, multimedia messaging, mobility, conferencing, Web collaboration, deskt...
VoxImplant has announced full WebRTC support in the newest versions of its Android SDK and iOS SDK. The updated SDKs, which enable audio and video calls on mobile devices, are now compatible with the WebRTC standard to allow any mobile app to communicate with WebRTC-enabled browsers, including Google Chrome, Mozilla Firefox, Opera, and, when available, Microsoft Spartan. The WebRTC-updated SDKs represent VoxImplant's continued leadership in simplifying the development of real-time communications (RTC) services for app developers. VoxImplant (built by Zingaya, the real-time communication servi...
SYS-CON Events announced today that Site24x7, the cloud infrastructure monitoring service, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Site24x7 is a cloud infrastructure monitoring service that helps monitor the uptime and performance of websites, online applications, servers, mobile websites and custom APIs. The monitoring is done from 50+ locations across the world and from various wireless carriers, thus providing a global perspective of the end-user experience. Site24x7 supports monitoring H...
SYS-CON Events announced today that Intelligent Systems Services will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Established in 1994, Intelligent Systems Services Inc. is located near Washington, DC, with representatives and partners nationwide. ISS’s well-established track record is based on the continuous pursuit of excellence in designing, implementing and supporting nationwide clients’ mission-critical systems. ISS has completed many successful projects in Healthcare, Commercial, Manufacturing, ...
Sonus Networks introduced the Sonus WebRTC Services Solution, a virtualized Web Real-Time Communications (WebRTC) offer, purpose-built for the Cloud. The WebRTC Services Solution provides signaling from WebRTC-to-WebRTC applications and interworking from WebRTC-to-Session Initiation Protocol (SIP), delivering advanced real-time communications capabilities on mobile applications and on websites, which are accessible via a browser.
SYS-CON Events announced today that B2Cloud, a provider of enterprise resource planning software, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. B2cloud develops the software you need. They have the ideal tools to help you work with your clients. B2Cloud’s main solutions include AGIS – ERP, CLOHC, AGIS – Invoice, and IZUM
SYS-CON Events announced today that Tufin, the market-leading provider of Security Policy Orchestration Solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. As the market leader of Security Policy Orchestration, Tufin automates and accelerates network configuration changes while maintaining security and compliance. Tufin's award-winning Orchestration Suite™ gives IT organizations the power and agility to enforce security policy across complex, multi-vendor enterprise networks. With more than 1...
SYS-CON Events announced today that Cloudian, Inc., the leading provider of hybrid cloud storage solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Cloudian, Inc., is a Foster City, California - based software company specializing in cloud storage software. The main product is Cloudian, an Amazon S3-compliant cloud object storage platform, the bedrock of cloud computing systems, that enables cloud service providers and enterprises to build reliable, affordable and scalable cloud storage solu...
“With easy-to-use SDKs for Atmel’s platforms, IoT developers can now reap the benefits of realtime communication, and bypass the security pitfalls and configuration complexities that put IoT deployments at risk,” said Todd Greene, founder & CEO of PubNub. PubNub will team with Atmel at CES 2015 to launch full SDK support for Atmel’s MCU, MPU, and Wireless SoC platforms. Atmel developers now have access to PubNub’s secure Publish/Subscribe messaging with guaranteed ¼ second latencies across PubNub’s 14 global points-of-presence. PubNub delivers secure communication through firewalls, proxy ser...
SYS-CON Events announced today that Gridstore™, the leader in hyper-converged infrastructure purpose-built to optimize Microsoft workloads, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Gridstore™ is the leader in hyper-converged infrastructure purpose-built for Microsoft workloads and designed to accelerate applications in virtualized environments. Gridstore’s hyper-converged infrastructure is the industry’s first all flash version of HyperConverged Appliances that include both compute and storag...
SYS-CON Events announced today that IDenticard will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada. Our partner network encompasses some 300 of the world's leading systems integrators and security s...
Containers and microservices have become topics of intense interest throughout the cloud developer and enterprise IT communities. Accordingly, attendees at the upcoming 16th Cloud Expo at the Javits Center in New York June 9-11 will find fresh new content in a new track called PaaS | Containers & Microservices Containers are not being considered for the first time by the cloud community, but a current era of re-consideration has pushed them to the top of the cloud agenda. With the launch of Docker's initial release in March of 2013, interest was revved up several notches. Then late last...
So I guess we’ve officially entered a new era of lean and mean. I say this with the announcement of Ubuntu Snappy Core, “designed for lightweight cloud container hosts running Docker and for smart devices,” according to Canonical. “Snappy Ubuntu Core is the smallest Ubuntu available, designed for security and efficiency in devices or on the cloud.” This first version of Snappy Ubuntu Core features secure app containment and Docker 1.6 (1.5 in main release), is available on public clouds, and for ARM and x86 devices on several IoT boards. It’s a Trend! This announcement comes just as...
SYS-CON Events announced today the IoT Bootcamp – Jumpstart Your IoT Strategy, being held June 9–10, 2015, in conjunction with 16th Cloud Expo and Internet of @ThingsExpo at the Javits Center in New York City. This is your chance to jumpstart your IoT strategy. Combined with real-world scenarios and use cases, the IoT Bootcamp is not just based on presentations but includes hands-on demos and walkthroughs. We will introduce you to a variety of Do-It-Yourself IoT platforms including Arduino, Raspberry Pi, BeagleBone, Spark and Intel Edison. You will also get an overview of cloud technologies s...