BMO Financial Group
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BMO Financial Group

November 08, 2010 11:22 ET

BMO Experts Available For Media Commentary This Fall

Writing a Story on Personal Finance This Fall? Need Some Background or a Quote?

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

TORONTO, ONTARIO--(Marketwire - Nov. 8, 2010) - BMO has some of the leading national personal finance experts in the country. They are available throughout the fall to provide insight and commentary on a wide variety of topics, including:

  • Strategies and tools for saving more and protecting your investments
  • Navigating personal investing in volatile times
  • Equity markets - on the way up or down?
  • Where is the smart money going?
  • What investors need to know about the markets
  • The economy - are we on the road to recovery or a double dip recession?
  • Mutual funds, GICs, TFSAs, ETFs, bonds, equities - which are right for you and why?
  • How to be financially prepared for retirement
  • Investment taxation tips and how to keep more of your money
  • Mortgages, lending products and credit cards

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Tina Di Vito, CA, CFP
Director, Retirement Strategies
BMO Financial Group

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

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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, including investment strategies, product development and performance monitoring.

Areas of expertise:

  • Term investment strategies for Canadians
  • GIC investing strategies in a low-rate environment
  • Strategies for preserving capital while staying invested in the market

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David Heatherly
Vice President, Payment Products
BMO Bank of Montreal

David oversees BMO Bank of Montreal's payment product businesses and specializes in the areas of everyday banking, credit cards, and emerging payment technology.

Areas of expertise:

  • Personal and small business credit cards including product development and reward options
  • Emerging payment technologies including contactless payments, mobile banking/ payments
  • The payments landscape and its regulatory environment

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Michael H. Herring CFA, CMT
Managing Director and Investment Strategist
BMO Nesbitt Burns

As investment strategist for the Private Client Division of BMO Nesbitt Burns, Michael oversees the formulation of investment strategy and provides direction over asset allocation. 

Areas of expertise:

  • Markets to watch in the months ahead
  • Developing an investment strategy
  • Fixed income markets
  • Central banks

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Stuart Hinshelwood
Senior U.S. Equities Specialist
BMO Nesbitt Burns

Stuart is responsible for coverage of U.S. equities at BMO Nesbitt Burns. In this role, he provides investment advice on building and maintaining U.S. equity portfolios, as well as equity selections and sector allocation for the U.S. Equities Guided Portfolio.

Areas of expertise:

  • Daily U.S. financial commentary
  • Investment advice on building and maintaining U.S. equity portfolios

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Su McVey
Vice President, Customer Communications
BMO Bank of Montreal

Su oversees customer communications and marketing for BMO Bank of Montreal, specializing in all areas relating to Personal Banking.

Areas of expertise

  • Consumer investment needs and insights
  • The importance of financial planning and how to get started

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Martin Nel
Vice President, Lending and Investment Products
BMO Bank of Montreal

Martin oversees BMO's term investment, mortgage and consumer lending product suites.

Areas of expertise:

  • Term investment landscape in Canada
  • Strategies for preserving capital while staying invested in the market

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Serge Pepin
Director
BMO Investments Inc.

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

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Rajiv Silgardo
Chief Executive Officer
BMO Asset Management Inc.

Rajiv oversees BMO Asset Management Inc. and specializes in the area of quantitative fund management. He is one of Canada's leading experts on ETFs. Rajiv's extensive expertise and industry background has propelled BMO's ETF business, with BMO's ETF portfolio recently reaching $1B in assets under management in just over 15 months.

Areas of expertise:

  • How to incorporate ETFs into your investment mix
  • The rise of ETFs
  • The making of an ETF

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Connie Stefankiewicz
President and Chief Executive Officer
BMO InvestorLine

Connie oversees the overall strategy and operations of BMO InvestorLine. In this role, she spearheads the delivery of leading edge products, tools and services to help self-directed investors.

Areas of expertise:

  • Online brokerage industry
  • Trends in online investing
  • Women and investing
  • Service in an online world

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Paul Taylor, MBA, CFA
Chief Investment Officer
BMO Harris Private Banking

Paul Taylor leads the investment research and portfolio management team at BMO Harris Private Banking and heads the Investment Policy Committee, which is responsible for the overall investment strategy of the firm. Paul has had broad exposure to the Canadian institutional and retail investment management industry and has a depth of expertise pertaining to the economy and capital markets.

Areas of expertise:

  • Market analysis and commentary
  • Capital markets and emerging trends
  • State of the Canadian and U.S. economies

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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:

  • Investment tax planning: What you need to know
  • Taxation of registered plans
  • Financial and estate planning

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