News Releases

TORONTO, ON, January 8, 2010- 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. They are available throughout January and February to provide insight and commentary on a wide variety of topics, including:

• What's on the mind of investors?
• How are things different this year versus last?
• Mutual Funds- What's hot and what's not?
• Investment 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- 416-867-3996 or kasia.lech@bmo.com

Our roster of national media spokespeople includes:

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

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

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