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This profile was last updated on 8/21/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Caroline Dabu

Wrong Caroline Dabu?

Vice President and Head

Phone: (416) ***-****  
Bank of Montreal
100 King Street West 1 First Canadian Place, 19Th Floor
Toronto , Ontario M5X 1A1

Company Description: Bank of Montreal (BMO) is a Canada-based North American bank. BMO offers a range of credit and non-credit products and services directly and through Canadian and...   more

Employment History

Board Memberships and Affiliations


  • Bachelor of Journalism Honours Degree
    Carleton University
  • MBA
    The Richard Ivey School of Business
81 Total References
Web References
BMO Financial Group today ..., 26 Feb 2011 [cached]
BMO Financial Group today revealed that a significant number of Canadians (four in ten) who hold Registered Retirement Savings Plans (RRSPs) have withdrawn funds before reaching retirement. 'These survey results are worrying; they indicate that many Canadians are not treating RRSPs for their intended use,' said Caroline Dabu, Vice President, Retirement & Financial" />
"These survey results are worrying; they indicate that many Canadians are not treating RRSPs for their intended use," said Caroline Dabu, Vice President, Retirement & Financial Planning Strategy, BMO Financial Group. "Generally, withdrawing money from your RRSP prior to retirement is something to be avoided if possible. Your RRSP should be a critical component of your overall retirement plan and should only be accessed at retirement."
Early withdrawals from RRSPs can result in a heavy tax bill, the loss of contribution room and the loss of the potential growth of the investment.
Ms. Dabu does point out that there are some situations when withdrawing money from an RRSP makes sense-such as the purchase of a first home.
"With the right planning and savings tools, there are a variety of alternatives that individuals can explore without having to touch their RRSPs," said Ms. Dabu.
Caroline Dabu suggests the following: - Ontario Mortgages, 15 Nov 2004 [cached]
However, the telling statement about the 'new retirement' is that pre-retirees expect to keep working into their so-called retirement years," said Caroline Dabu, Vice President, Marketing and Client Strategy, BMO Financial Group.
What our research shows is that there also needs to be an emphasis on planning for the income needed during the transition from a career and during active retirement," said Dabu.
Corporate Advisory Board | UFSC-Toronto, 31 Aug 2012 [cached]
Caroline Dabu
Caroline Dabu
Caroline Dabu is Head of Retirement and Financial Planning Strategy at BMO Financial Group. In this role she drives an enterprise-wide strategy to provide retirement solutions and financial planning to all of the bank's customers.
In 2005, Caroline led the most comprehensive study at that time on Canadian retirement trends, establishing BMO as the recognized expert on retirement issues. Today, BMO has advanced that leadership position with the establishment of the BMO Retirement Institute and the successful Take Charge of Your Retirement program and approach to retirement planning.
Caroline has been in the investment industry since 1993 and joined BMO Financial Group in 2000. She has served on the board of as Vice-Chair, Chair and Past Chair of Women in Capital Markets, an organization dedicated to attracting, retaining and advancing women in the financial services industry. Currently, Caroline is on the Advisory Board of the Toronto Urban Financial Services Coalition.
Caroline Dabu is Head of ..., 24 May 2009 [cached]
Caroline Dabu is Head of Marketing and Client Strategy for the Private Client Group of BMO Financial Group. She has overall accountability in leading the marketing strategy for BMO's wealth management businesses.
Prior to her appointment to this role in August 2005, Caroline was Head of Marketing for BMO Nesbitt Burns, BMO's full service investing business and one of Canada's largest brokerage firms. In 2003 she also assumed responsibility for the marketing of BMO Mutual Funds and Term Investments.
Caroline joined BMO Financial Group in 2000 as Vice President of Marketing for BMO Nesbitt Burns. In 2002, she was appointed Managing Director of the firm and in 2004 she was appointed to Senior Vice-President.
From 2003 to 2005, Caroline served on the Public Relations Committee of the Investment Funds Institute of Canada (IFIC), an association for the mutual fund industry.
Caroline holds a Bachelor of Journalism Honours Degree from Carleton University in Ottawa.
Previously Carrie was the Head of Canadian Sales/Trading at Citigroup Global Markets Canada for their newly opened equity trading desk in Toronto. She was responsible for starting, building and running the Institutional Equity desk which will trade global securities for Canadian Institutional clients. Previous to her role at Citi, Carrie had been at UBS Securities for 8 years where she was an executive director. Carrie had a number of roles over her time at UBS including starting and running their program trading desk. She has been in equity trading for almost fifteen years and has also worked at HSBC and First Marathon Securities. Carrie has an undergrad in Fine Arts from Western and an MBA from The Richard Ivey School of Business.
Carrie has been a member of WCM for 5 years and has helped in the organizing of Vinifera for the last 4 years including co-chairing the event last year. Carrie helped found the diversity committee at UBS and has been actively involved in mentoring and developing young people in the business through a variety of programs. Carrie has also held executive roles on the board of the Institutional Equity Traders Association. She is a wife and a mother.
"Financial Planning Week is an ideal ..., 31 July 2014 [cached]
"Financial Planning Week is an ideal time for Canadians to take stock of their financial situation and spend some time charting out their objectives," said Caroline Dabu, Vice President and Head, BMO Wealth Planning Group.
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