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 PariseDirector, Wealth PlanningBMO 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 PospiechSenior Manager, Wealth Planning StrategyBMO 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 PepinVice President, Investment StrategyBMO 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 WatersVice President, Head of Tax & Estate PlanningWealth 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
Contacts:
BMO RRSP Media Hotline
1-866-298-8385
Rachael McKay
rachael.mckay@bmo.com
