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Wrong Caroline Dabu?

Caroline Dabu

Vice President and Head

BMO Financial Group

Direct Phone: (416) ***-****direct phone

Email: c***@***.com

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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.

BMO Financial Group

111 W. Monroe

Chicago, Illinois, 60603

United States

Company Description

Established in 1817, and currently marking its 200th year of operations, BMO Financial Group is a highly diversified financial services provider based in North America. With total assets of $692 billion as of January 31, 2017, and more than 45,000 employees, B...more

Find other employees at this company (10,086)

Background Information

Employment History

Head

Financial Planning Standards Council incorporated


Position, Financial Services

Scotia Capital Inc.


Associate Director, Private Client Financial Services Marketing

ScotiaMcLeod


Affiliations

UFSC

Corporate Advisory Board Member


Toronto Urban Financial Services Coalition

Advisory Board


FP Foundation

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(90 Total References)


Financial Planning Foundation | Directors

CAROLINE DABU
Vice-President & Head of Enterprise Wealth Planning BMO Wealth Management


Board of Directors Detail

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.


More Canadians worried about money than love - Homeownership.ca | Homeownership.ca

"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.


BMO's Fourth Annual RRSP Study: More Than a Third of Canadians Have Already Contributed to Their RRSP this Year

However, according to Statistics Canada the total unused RRSP contribution amount is estimated to exceed $1 trillion by 2018," said Caroline Dabu, Vice President and Head, BMO Wealth Planning Group.
"So we encourage everyone to contribute and contribute as early as possible to avoid the difficulties of having to come up with a large lump sum at the last minute." Ms. Dabu added that using a Continuous Savings Plan (CSP) to make smaller and regular RRSP contributions throughout the year can help alleviate some stress leading up to the deadline. A CSP regularly and automatically withdraws a specific amount of money from an individual's bank account and invests it directly into his or her RRSP. "It can be difficult to balance all of your financial priorities, whether it is paying down your mortgage, saving for your child's education or putting money aside for your retirement," said Ms. Dabu.


http://bmo.mwnewsroom.com/press-releases/media-advisory-interview-opportunity-bmo-experts--tsx-bmo-201402110926880001

Retirement Issues/Pension Reform - Caroline Dabu, Vice President, Head of BMO Wealth Planning Group


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