Media Advisory - BMO Experts Available For Media Commentary This RRSP Season

Call The BMO RRSP Media Hotline at 1-866-298-8385

TORONTO, Jan. 18 /CNW/ - Writing a story on RRSPs? Need some background, a quote, a different perspective? BMO has some of the leading personal finance and retirement experts in the country who are available throughout January and February to provide insight and commentary on a wide variety of topics, including:

    -  What's on the minds of investors?
    -  How are things different this year versus last?
    -  Mutual Funds- What's hot and what's not?
    -  Investment and tax strategies for all ages and income levels
    -  Retirement planning and building a retirement strategy
    -  Making sense of myriad options: RRSP, RESP, RDSP, TFSA, HRTC, etc.

If you would like to speak to an individual below, please do not hesitate to contact:

The BMO RRSP Media Hotline:

Phone: 1-866-298-8385 or 416-867-3996 (Toronto)


Our roster of national media spokespeople includes:

    Dr. Amy D'Aprix
    Retirement Transition Expert, Consultant to BMO Financial Group

    Amy is a gerontological social worker who began working with caregivers
and seniors more than 30 years ago. She leads BMO's Take Charge of Your
Retirement workshops across Canada and works with BMO clients and advisors on
lifestyle and financial issues related to retirement.

    Areas of Expertise:
    -  Finding purpose and meaning in retirement
    -  Preparing for unexpected life events
    -  Caring for ageing parents

    Tina Di Vito, CA, CFP
    Director, Retirement Strategies, BMO Financial Group
    Vice President & Managing Director, BMO Nesbitt Burns

Tina leads the BMO Retirement Institute. In this role, she helps bring together the latest on retirement research and takes the lead on providing thought-provoking insight and financial strategies to boomers who are either planning for retirement or are already in their retirement years.

    Areas of Expertise:
    -  Retirement planning and building a retirement strategy
    -  Tax Free Savings Account (TFSA)
    -  Personal tax, estate planning, financial planning

    Serge Pépin
    Director, BMO Retail Investments

    Serge oversees the family of BMO and BMO Guardian Mutual Funds, including
fund selection, monitoring, performance and risk evaluation.

    Serge is fluently bilingual.

    Areas of Expertise:
    -  How to navigate through the ups and downs of the market
    -  Investment strategies for Canadians
    -  Mutual funds
    -  Managing risk

    Connie Stefankiewicz
    President and CEO, BMO InvestorLine

Connie oversees the overall strategy and operations of BMO InvestorLine, considered the leading online brokerage firm in Canada. In this role, she spearheads the delivery of leading edge products, tools and services to help self-directed investors. Connie is responsible for achieving BMO InvestorLine's vision to provide the leading online experience, proactively enabling clients to be financially successful.

    Areas of Expertise:
    -  Online brokerage industry
    -  Trends in online investing
    -  Women and investing
    -  Understanding your customer
    -  Service in an online world

    Mark Stewart
    Director, Product Development and Management, BMO Investments Inc.

Mark oversees the product development and management of BMO and BMO Guardian Mutual Funds, including product research, analysis and implementation.

He is also responsible for analyzing product and market trends.

    Areas of Expertise:
    -  Investment strategies
    -  Mutual funds
    -  Product and market trends
    -  Making sense of investment products, including: RRSPs, RESPs, RDSPs
       and TFSAs

    John Waters, CA, CFP, TEP
    Manager, Tax Planning, BMO Nesbitt Burns

John provides tax information and tax planning support for BMO Nesbitt Burns investment advisors in his role as the personal tax planning resource. He routinely comments on emerging taxation trends of interest to investment advisors and their clients through various articles, publications and training courses.

    Areas of Expertise:
    - Personal tax planning
    - Taxation of registered plans
    - Financial and estate planning


For further information: For further information: The BMO RRSP Media Hotline: Phone: 1-866-298-8385 or (416) 867-3996 (Toronto), Email:

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