BMO Financial Group

BMO Financial Group

January 20, 2016 08:30 ET

BMO's 2016 Investment Media Guide

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TORONTO, ONTARIO--(Marketwired - Jan. 20, 2016) -

Editors Note: There are six photos associated with this Press Release.

With what is traditionally known as RRSP season upon us, BMO's leading experts are available to give insight and provide clarity into the financial and non-financial issues on the minds of investors, including:

  • Types of investments that can be held within an RRSP, including ETFs, GICs and mutual funds, and which investments are right for your risk tolerance
  • Protecting your investment portfolio against market volatility
  • Using digital platforms to manage your investments
  • How different sources of income are taxed and how to draw efficiently from retirement savings and pensions
  • How to build a comprehensive retirement planning strategy that reflects the lifestyle you want and ensures you do not outlive your money
  • Preparing for the possibility of an unexpected retirement date
  • Common mistakes Canadians make when saving for retirement and how to avoid them
  • Tips for those in the "sandwich generation" trying to save for retirement while financially supporting children and/or older relatives
  • Strategies for millennials just starting to save for retirement
  • The advantages of using spousal RRSPs
  • Comparing RRSPs and TFSAs and determining which is right for you
  • Whether or not downsizing or using the sale of a home is a solid retirement plan
  • Succession planning for business owners, including the sale or transfer of a business upon retirement
  • Converting your RRSP to a RRIF and understanding the 2015 federal changes to withdrawal requirements for RRIFs
Dr. Amy D'Aprix
Life Transition Expert
BMO Financial Group

Amy is a gerontologist and social worker who began working with caregivers and seniors 30 years ago. She leads BMO's Take Charge of Your Retirement, Women and Money and Creating Good Will 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 to have with your partner or family
  • Preparing for unexpected life events
  • Caring for ageing parents
  • Importance of having choice, flexibility and control in retirement
Chris Buttigieg
Senior Manager, Wealth Planning Strategy
BMO Wealth Management

Specializing in retirement planning for more than 15 years, Chris is a thought leader who brings together the latest financial and retirement research to help Canadians better plan for retirement.

Areas of expertise:

  • Retirement planning for Canadians at every life stage
  • RRSP vs. TFSA: which is right for you?
  • Retirement income strategies

Amy Dietz-Graham
Portfolio Manager & Investment Advisor, BMO Nesbitt Burns, part of BMO Wealth Management
BMO Financial Group

In her role as a Portfolio Manager and Investment Advisor, Amy helps clients with financial and estate planning and provides investment advice.

Areas of expertise:

  • How to build an investing strategy for all aspects of retirement or other life goals
  • Setting realistic goals and managing expenses in retirement
  • The importance of having a financial plan and preparing for the unexpected

Robert Armstrong
Vice President, Head of Managed Solutions and Registered Plans Strategy
BMO Global Asset Management

Robert has more than 15 years of experience in the investment industry. He specializes in innovative investment solutions and asset allocation strategies. In addition, he works with individuals to demystify registered investment plans.

Areas of expertise:

  • Understanding the role that mutual funds, ETFs and managed solutions can play in registered plans
  • Using investments to grow your retirement savings
  • Aligning investment risk profile and life stage with your investments
  • Asset allocation and optimally diversifying a portfolio

John Waters
Vice President, Head of Tax & Estate Planning
Enterprise Wealth Planning Group, BMO Nesbitt Burns, part of BMO Wealth Management

John provides tax planning guidance and information for individuals, families and businesses.

Areas of expertise:

  • Personal and retirement tax strategies
  • How investments are taxed
  • Tax planning and eligible dividend rules
  • Wide range of retirement issues related to the taxation of individuals, corporations, trusts and partnerships

Ryan ffrench
Director, Term Investments
BMO Financial Group

Ryan oversees BMO term investments, including Guaranteed Investment Certificates (GICs), investment strategies, product development and performance monitoring.

Areas of expertise:

  • Leveraging Tax Free Savings Account (TFSA) - rules and regulations
  • GIC investing strategies in a low-rate environment
  • Strategies for preserving capital while staying invested in the market

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