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This profile was last updated on 11/6/2016 and contains contributions from the  Zoominfo Community.

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Wrong Caroline Dabu?

Caroline Dabu

Head

Financial Planning Standards Council incorporated

HQ Phone:  (416) 593-8587

Email: c***@***.ca

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Financial Planning Standards Council incorporated

902 - 375 University Avenue

Toronto, Ontario,M5G 2J5

Canada

Company Description

As a professional standards-setting and certification body working in the public interest, FPSC's purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies Certified Financial Planner® professionals and FPSC Level ...more

Background Information

Employment History

Vice President, Head of Enterprise Wealth Planning

BMO Nesbitt Burns Inc


Associate Director, Private Client Financial Services Marketing

ScotiaMcLeod Inc.


Affiliations

UFSC

Corporate Advisory Board Member


Urban Financial Services Coalition

Advisory Board


The WCM University

Board Member


The Investment Funds Institute of Canada

Public Relations Committee


Education

Bachelor of Journalism Honours Degree

Carleton University


MBA

The Richard Ivey School of Business


Web References(96 Total References)


Board of Directors

www.fpsc.ca [cached]

Caroline Dabu
Caroline Dabu Read more


Board of Directors Detail

www.fpsc.ca [cached]

Caroline Dabu


Board of Directors Detail

www.fpsc.ca [cached]

Caroline Dabu


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.


Corporate Advisory Board | UFSC-Toronto

ufsc-toronto.org [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.


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