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2016-11-06T00:00:00.000Z

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Wrong Caroline Dabu?

Ms. Caroline Dabu

Vice President, Head of Enterprise Wealth Planning

BMO Nesbitt Burns Inc

Direct Phone: (416) ***-****       

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BMO Nesbitt Burns Inc

1 First Canadian Place

Toronto, Ontario M5X 1H3

Canada

Company Description

BMO Nesbitt Burns ( www.bmonb.com), a member of BMO Financial Group (NYSE:BMO - News) (Toronto:BMO.TO - News), is a full-service North American investment bank offering corporate, institutional and government clients access to a broad range of products an ... more

Find other employees at this company (705)

Background Information

Employment History

Vice President and Head of Enterprise Wealth Planning

BMO Financial Group

Vice President and Head

Bank of Montreal

Associate Director, Private Client Financial Services Marketing

ScotiaMcLeod Inc.

Affiliations

Board Member
Financial Planning Standards Council incorporated

Advisory Board
Toronto Urban Financial Services Coalition

Corporate Advisory Board Member
UFSC

Public Relations Committee
The Investment Funds Institute of Canada

Education

Bachelor of Journalism Honours Degree

Carleton University

MBA

The Richard Ivey School of Business

Web References (73 Total References)


Board of Directors Detail

www.fpsc.ca [cached]

Caroline Dabu

...
Caroline Dabu
Vice-President & Head of Enterprise Wealth Planning, BMO Financial Group
Caroline Dabu is Head of BMO Financial Group's Wealth Planning Group. With more than 20 years of experience in the investment industry, Caroline's focus since 2011 has been on creating and building a centre of excellence around financial planning for BMO. Today, BMO's Wealth Planning team of professionals across Canada and the U.S. provide direct planning support to all Financial Planners across the company as well as HNW planning services for wealth management clients. The team is highly sought-after and widely regarded as planning experts who have been instrumental in helping BMO's businesses improve client loyalty scores and provide an exceptional client experience.
In her role, Caroline has been driving innovative approaches to bringing the full spectrum of wealth planning solutions and services to the Bank's mass affluent and high net worth consumer segments. With a longstanding focus on consumer trends and behaviour around financial decisions, she is a regular spokesperson in the media on financial and retirement planning issues and trends.
Caroline has been in the investment industry since 1993 and joined BMO Financial Group in 2000 holding a number of senior leadership roles in Marketing. Prior to establishing the Bank's planning team, Caroline was charged with driving BMO's retirement strategy and was Head of Marketing and Client Strategy for BMO's Wealth Management group.


"If people want to reduce the ...

www.trustmortgagelending.com [cached]

"If people want to reduce the time they spend thinking about dollars and cents and be more secure about their overall financial situation, they should consider working with a professional to develop a financial plan," according to Caroline Dabu, vice president and head, BMO Wealth Planning Group.


Testimonials - Better presentations. Better results. Clockwork Talk - Toronto

www.clockworktalk.com [cached]

Caroline Dabu

Vice President, Head of Retirement & Financial Planning Strategy BMO Financial Group


Media & Press |

www.tewealth.com [cached]

But even small contributions made regularly over the long term "can lead to significant savings down the road," says Caroline Dabu, vice-president of retirement and financial planning for BMO.

...
After years of running their own company, Cameron and Carol find their priorities are shifting. She is 65, he is 55.
A couple of years ago, Carol had a health scare. While she still does a bit of office work for the company, she and Cameron would like to spend more time together travelling throughout Europe in their camper, which they leave with friends there. Cameron is planning to work part-time consulting, retiring fully in five years. Fortunately, they have quite an array of income sources to draw from. Carol gets Canada Pension Plan and Old Age Security benefits as well as $10,000 a year in salary from their company. Cameron is drawing a salary of $60,000. When he retires, he will get CPP and OAS as well as a U.K. pension (at age 66) for a total of about $15,000 a year.


Caroline Dabu, Vice ...

www.theexecutiveroundtable.com [cached]

Caroline Dabu, Vice President, Head of Retirement/Head of Marketing & Client Strategy - Private Client Group, BMO Financial Group

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