Click here to close now.


Microsoft Cloud Authors: Elizabeth White, Andreas Grabner, Jim Kaskade, Pat Romanski, David Bermingham

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,

--  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:

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:

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:

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:

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:

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:

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
--  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:

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
“The Internet of Things transforms the way organizations leverage machine data and gain insights from it,” noted Splunk’s CTO Snehal Antani, as Splunk announced accelerated momentum in Industrial Data and the IoT. The trend is driven by Splunk’s continued investment in its products and partner ecosystem as well as the creativity of customers and the flexibility to deploy Splunk IoT solutions as software, cloud services or in a hybrid environment. Customers are using Splunk® solutions to collect and correlate data from control systems, sensors, mobile devices and IT systems for a variety of Ind...
Apps and devices shouldn't stop working when there's limited or no network connectivity. Learn how to bring data stored in a cloud database to the edge of the network (and back again) whenever an Internet connection is available. In his session at 17th Cloud Expo, Bradley Holt, Developer Advocate at IBM Cloud Data Services, will demonstrate techniques for replicating cloud databases with devices in order to build offline-first mobile or Internet of Things (IoT) apps that can provide a better, faster user experience, both offline and online. The focus of this talk will be on IBM Cloudant, Apa...
As enterprises capture more and more data of all types – structured, semi-structured, and unstructured – data discovery requirements for business intelligence (BI), Big Data, and predictive analytics initiatives grow more complex. A company’s ability to become data-driven and compete on analytics depends on the speed with which it can provision their analytics applications with all relevant information. The task of finding data has traditionally resided with IT, but now organizations increasingly turn towards data source discovery tools to find the right data, in context, for business users, d...
Clearly the way forward is to move to cloud be it bare metal, VMs or containers. One aspect of the current public clouds that is slowing this cloud migration is cloud lock-in. Every cloud vendor is trying to make it very difficult to move out once a customer has chosen their cloud. In his session at 17th Cloud Expo, Naveen Nimmu, CEO of Clouber, Inc., will advocate that making the inter-cloud migration as simple as changing airlines would help the entire industry to quickly adopt the cloud without worrying about any lock-in fears. In fact by having standard APIs for IaaS would help PaaS expl...
Organizations already struggle with the simple collection of data resulting from the proliferation of IoT, lacking the right infrastructure to manage it. They can't only rely on the cloud to collect and utilize this data because many applications still require dedicated infrastructure for security, redundancy, performance, etc. In his session at 17th Cloud Expo, Emil Sayegh, CEO of Codero Hosting, will discuss how in order to resolve the inherent issues, companies need to combine dedicated and cloud solutions through hybrid hosting – a sustainable solution for the data required to manage I...
SYS-CON Events announced today that IBM Cloud Data Services has been named “Bronze Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. IBM Cloud Data Services offers a portfolio of integrated, best-of-breed cloud data services for developers focused on mobile computing and analytics use cases.
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool for visual control over the cloud and the best price/performance value available. ProfitBricks was named one of the coolest Clo...
Learn how IoT, cloud, social networks and last but not least, humans, can be integrated into a seamless integration of cooperative organisms both cybernetic and biological. This has been enabled by recent advances in IoT device capabilities, messaging frameworks, presence and collaboration services, where devices can share information and make independent and human assisted decisions based upon social status from other entities. In his session at @ThingsExpo, Michael Heydt, founder of Seamless Thingies, will discuss and demonstrate how devices and humans can be integrated from a simple clust...
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 streaming data in the cloud with an enterprise grade SLA. It features built-in integration with Azur...
You have your devices and your data, but what about the rest of your Internet of Things story? Two popular classes of technologies that nicely handle the Big Data analytics for Internet of Things are Apache Hadoop and NoSQL. Hadoop is designed for parallelizing analytical work across many servers and is ideal for the massive data volumes you create with IoT devices. NoSQL databases such as Apache HBase are ideal for storing and retrieving IoT data as “time series data.”
SYS-CON Events announced today that HPM Networks will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. For 20 years, HPM Networks has been integrating technology solutions that solve complex business challenges. HPM Networks has designed solutions for both SMB and enterprise customers throughout the San Francisco Bay Area.
Mobile messaging has been a popular communication channel for more than 20 years. Finnish engineer Matti Makkonen invented the idea for SMS (Short Message Service) in 1984, making his vision a reality on December 3, 1992 by sending the first message ("Happy Christmas") from a PC to a cell phone. Since then, the technology has evolved immensely, from both a technology standpoint, and in our everyday uses for it. Originally used for person-to-person (P2P) communication, i.e., Sally sends a text message to Betty – mobile messaging now offers tremendous value to businesses for customer and empl...
The broad selection of hardware, the rapid evolution of operating systems and the time-to-market for mobile apps has been so rapid that new challenges for developers and engineers arise every day. Security, testing, hosting, and other metrics have to be considered through the process. In his session at Big Data Expo, Walter Maguire, Chief Field Technologist, HP Big Data Group, at Hewlett-Packard, will discuss the challenges faced by developers and a composite Big Data applications builder, focusing on how to help solve the problems that developers are continuously battling.
SYS-CON Events announced today that MobiDev, a software development company, will exhibit at the 17th International Cloud Expo®, which will take place November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software development company with representative offices in Atlanta (US), Sheffield (UK) and Würzburg (Germany); and development centers in Ukraine. Since 2009 it has grown from a small group of passionate engineers and business managers to a full-scale mobile software company with over 150 developers, designers, quality assurance engineers, project manage...
SYS-CON Events announced today that Cloud Raxak has been named “Media & Session Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Raxak Protect automates security compliance across private and public clouds. Using the SaaS tool or managed service, developers can deploy cloud apps quickly, cost-effectively, and without error.
Who are you? How do you introduce yourself? Do you use a name, or do you greet a friend by the last four digits of his social security number? Assuming you don’t, why are we content to associate our identity with 10 random digits assigned by our phone company? Identity is an issue that affects everyone, but as individuals we don’t spend a lot of time thinking about it. In his session at @ThingsExpo, Ben Klang, Founder & President of Mojo Lingo, will discuss the impact of technology on identity. Should we federate, or not? How should identity be secured? Who owns the identity? How is identity ...
SYS-CON Events announced today that Solgeniakhela will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Solgeniakhela is the global market leader in Cloud Collaboration and Cloud Infrastructure software solutions. Designed to “Bridge the Gap” between Personal and Professional Social, Mobile and Cloud user experiences, our solutions help large and medium-sized organizations dramatically improve productivity, reduce collaboration costs, and increase the overall enterprise value by bringing ...
Sensors and effectors of IoT are solving problems in new ways, but small businesses have been slow to join the quantified world. They’ll need information from IoT using applications as varied as the businesses themselves. In his session at @ThingsExpo, Roger Meike, Distinguished Engineer, Director of Technology Innovation at Intuit, will show how IoT manufacturers can use open standards, public APIs and custom apps to enable the Quantified Small Business. He will use a Raspberry Pi to connect sensors to web services, and cloud integration to connect accounting and data, providing a Bluetooth...
SYS-CON Events announced today that Micron Technology, Inc., a global leader in advanced semiconductor systems, will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Micron’s broad portfolio of high-performance memory technologies – including DRAM, NAND and NOR Flash – is the basis for solid state drives, modules, multichip packages and other system solutions. Backed by more than 35 years of technology leadership, Micron's memory solutions enable the world's most innovative computing, consumer,...
Nowadays, a large number of sensors and devices are connected to the network. Leading-edge IoT technologies integrate various types of sensor data to create a new value for several business decision scenarios. The transparent cloud is a model of a new IoT emergence service platform. Many service providers store and access various types of sensor data in order to create and find out new business values by integrating such data.