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Vice President, Head of Enterprise Wealth Planning
HQ Phone:  (416) 359-4000
Direct Phone: (416) ***-****
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1 First Canadian Place
Toronto, Ontario,M5X 1H3
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 and ser... more.
Vice President and Head of Enterprise Wealth Planning
Associate Director, Private Client Financial Services Marketing
Financial Planning Standards Council incorporated
Corporate Advisory Board Member
Urban Financial Services Coalition
The WCM University
The Investment Funds Institute of Canada
Public Relations Committee
Bachelor of Journalism Honours Degree
The Richard Ivey School of Business
Board of Directors Detail
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 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.
Membership - The Executive Roundtable
Caroline Dabu, Vice President, Head of Retirement/Head of Marketing & Client Strategy - Private Client Group, BMO Financial Group
"If you had asked me that question two years ago, before my son was born, my answer would have been very different," said Caroline Dabu, vice-president and head of enterprise wealth planning with BMO Financial Group, who returned to work five months after her son's birth.
She talked about the difficulties of taking maternity leave when you're in a senior management role. "No one told me, 'You must come back before a year,'" she noted. "But you do put that pressure on yourself." Having to balance the demands of parenthood with a high-stakes career, Dabu now believes there is no such thing as work/life balance; there are always going to be trade-offs. "'Having it all' is such an individual notion," she added. "We really have to push the boundaries in terms of what 'having it all' means." A little help, please So what can employers do to better support women at work? Dabu believes we need to be upfront with women and men about the impact of taking parental leave on their earnings and career trajectory. "As senior leaders, we have to be honest with young women in terms of those trade-offs," she explained, adding that "your career may not be a linear path." She also sees the lines blurring between personal time and work time-which can be a good thing, because it allows employees to manage their own time according to their priorities. Technology is an enabler of this flexibility, noted Charyl Galpin, co-head, executive vice-president and managing director with BMO Nesbitt Burns, who calls it "both a blessing and a curse". While the use of mobile technology may mean that employees have to be available outside of regular work hours, "the beauty of it is, it provides you with flexibility," she said.
"It's reassuring to see that many Canadians are being proactive by contributing to their RRSPs well ahead of the deadline," says Caroline Dabu, vice-president and head, BMO Wealth Planning Group.