Click here to close now.


Microsoft Cloud Authors: Carmen Gonzalez, Pat Romanski, Keith Mayer, Jayaram Krishnaswamy, Elizabeth White

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) -- 01/02/13 --

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,

--  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
Two weeks ago (November 3-5), I attended the Cloud Expo Silicon Valley as a speaker, where I presented on the security and privacy due diligence requirements for cloud solutions. Cloud security is a topical issue for every CIO, CISO, and technology buyer. Decision-makers are always looking for insights on how to mitigate the security risks of implementing and using cloud solutions. Based on the presentation topics covered at the conference, as well as the general discussions heard between sessions, I wanted to share some of my observations on emerging trends. As cyber security serves as a fou...
There are over 120 breakout sessions in all, with Keynotes, General Sessions, and Power Panels adding to three days of incredibly rich presentations and content. Join @ThingsExpo conference chair Roger Strukhoff (@IoT2040), June 7-9, 2016 in New York City, for three days of intense 'Internet of Things' discussion and focus, including Big Data's indespensable role in IoT, Smart Grids and Industrial Internet of Things, Wearables and Consumer IoT, as well as (new) IoT's use in Vertical Markets.
Discussions of cloud computing have evolved in recent years from a focus on specific types of cloud, to a world of hybrid cloud, and to a world dominated by the APIs that make today's multi-cloud environments and hybrid clouds possible. In this Power Panel at 17th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists addressed the importance of customers being able to use the specific technologies they need, through environments and ecosystems that expose their APIs to make true change and transformation possible.
Container technology is shaping the future of DevOps and it’s also changing the way organizations think about application development. With the rise of mobile applications in the enterprise, businesses are abandoning year-long development cycles and embracing technologies that enable rapid development and continuous deployment of apps. In his session at DevOps Summit, Kurt Collins, Developer Evangelist at, examined how Docker has evolved into a highly effective tool for application delivery by allowing increasingly popular Mobile Backend-as-a-Service (mBaaS) platforms to quickly crea...
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data shows "less than 10 percent of IoT developers are making enough to support a reasonably sized team....
As organizations realize the scope of the Internet of Things, gaining key insights from Big Data, through the use of advanced analytics, becomes crucial. However, IoT also creates the need for petabyte scale storage of data from millions of devices. A new type of Storage is required which seamlessly integrates robust data analytics with massive scale. These storage systems will act as “smart systems” provide in-place analytics that speed discovery and enable businesses to quickly derive meaningful and actionable insights. In his session at @ThingsExpo, Paul Turner, Chief Marketing Officer at...
The cloud. Like a comic book superhero, there seems to be no problem it can’t fix or cost it can’t slash. Yet making the transition is not always easy and production environments are still largely on premise. Taking some practical and sensible steps to reduce risk can also help provide a basis for a successful cloud transition. A plethora of surveys from the likes of IDG and Gartner show that more than 70 percent of enterprises have deployed at least one or more cloud application or workload. Yet a closer inspection at the data reveals less than half of these cloud projects involve production...
Internet of @ThingsExpo, taking place June 7-9, 2016 at Javits Center, New York City and Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with the 18th International @CloudExpo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world and ThingsExpo New York Call for Papers is now open.
We all know that data growth is exploding and storage budgets are shrinking. Instead of showing you charts on about how much data there is, in his General Session at 17th Cloud Expo, Scott Cleland, Senior Director of Product Marketing at HGST, showed how to capture all of your data in one place. After you have your data under control, you can then analyze it in one place, saving time and resources.
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York and 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 industry players in the world. The Internet of Things (IoT) is the most profound cha...
We are rapidly moving to a brave new world of interconnected smart homes, cars, offices and factories known as the Internet of Things (IoT). Sensors and monitoring devices will touch every part of our lives. Let's take a closer look at the Internet of Things. The Internet of Things is a worldwide network of objects and devices connected to the Internet. They are electronics, sensors, software and more. These objects connect to the Internet and can be controlled remotely via apps and programs. Because they can be accessed via the Internet, these devices create a tremendous opportunity to inte...
Growth hacking is common for startups to make unheard-of progress in building their business. Career Hacks can help Geek Girls and those who support them (yes, that's you too, Dad!) to excel in this typically male-dominated world. Get ready to learn the facts: Is there a bias against women in the tech / developer communities? Why are women 50% of the workforce, but hold only 24% of the STEM or IT positions? Some beginnings of what to do about it! In her Day 2 Keynote at 17th Cloud Expo, Sandy Carter, IBM General Manager Cloud Ecosystem and Developers, and a Social Business Evangelist, wil...
SYS-CON Events announced today that Kintone has been named "Bronze Sponsor" of SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. kintone promotes cloud-based workgroup productivity, transparency and profitability with a seamless collaboration space, build your own business application (BYOA) platform, and workflow automation system.
Cloud computing delivers on-demand resources that provide businesses with flexibility and cost-savings. The challenge in moving workloads to the cloud has been the cost and complexity of ensuring the initial and ongoing security and regulatory (PCI, HIPAA, FFIEC) compliance across private and public clouds. Manual security compliance is slow, prone to human error, and represents over 50% of the cost of managing cloud applications. Determining how to automate cloud security compliance is critical to maintaining positive ROI. Raxak Protect is an automated security compliance SaaS platform and ma...
With all the incredible momentum behind the Internet of Things (IoT) industry, it is easy to forget that not a single CEO wakes up and wonders if “my IoT is broken.” What they wonder is if they are making the right decisions to do all they can to increase revenue, decrease costs, and improve customer experience – effectively the same challenges they have always had in growing their business. The exciting thing about the IoT industry is now these decisions can be better, faster, and smarter. Now all corporate assets – people, objects, and spaces – can share information about themselves and thei...
Today air travel is a minefield of delays, hassles and customer disappointment. Airlines struggle to revitalize the experience. GE and M2Mi will demonstrate practical examples of how IoT solutions are helping airlines bring back personalization, reduce trip time and improve reliability. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Dr. Sarah Cooper, M2Mi’s VP Business Development and Engineering, explored the IoT cloud-based platform technologies driving this change including privacy controls, data transparency and integration of real time context with p...
Just over a week ago I received a long and loud sustained applause for a presentation I delivered at this year’s Cloud Expo in Santa Clara. I was extremely pleased with the turnout and had some very good conversations with many of the attendees. Over the next few days I had many more meaningful conversations and was not only happy with the results but also learned a few new things. Here is everything I learned in those three days distilled into three short points.
DevOps is about increasing efficiency, but nothing is more inefficient than building the same application twice. However, this is a routine occurrence with enterprise applications that need both a rich desktop web interface and strong mobile support. With recent technological advances from Isomorphic Software and others, rich desktop and tuned mobile experiences can now be created with a single codebase – without compromising functionality, performance or usability. In his session at DevOps Summit, Charles Kendrick, CTO and Chief Architect at Isomorphic Software, demonstrated examples of com...
In his General Session at 17th Cloud Expo, Bruce Swann, Senior Product Marketing Manager for Adobe Campaign, explored the key ingredients of cross-channel marketing in a digital world. Learn how the Adobe Marketing Cloud can help marketers embrace opportunities for personalized, relevant and real-time customer engagement across offline (direct mail, point of sale, call center) and digital (email, website, SMS, mobile apps, social networks, connected objects).
The Internet of Everything is re-shaping technology trends–moving away from “request/response” architecture to an “always-on” Streaming Web where data is in constant motion and secure, reliable communication is an absolute necessity. As more and more THINGS go online, the challenges that developers will need to address will only increase exponentially. In his session at @ThingsExpo, Todd Greene, Founder & CEO of PubNub, exploreed the current state of IoT connectivity and review key trends and technology requirements that will drive the Internet of Things from hype to reality.