Retirement Your Way®| Retirement Your Way® |
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BMO Retirement Institute The BMO Retirement Institute was established in 2008 to bring together the latest in retirement research and take the lead on providing thought-provoking insight and financial strategies to boomers. Tina Di Vito, Director, Retirement Strategies, leads the BMO Retirement Institute. Tina is a Chartered Accountant, Certified Financial Planner and Trust and Estate Practitioner.
Questions or comments? Contact the Institute at bmo.retirementinstitute@bmo.com. Featured Resources
February 2010
Special Report:
Saving for Retirement: One size does not fit all.
When it comes to retirement savings, theories and assumptions abound. This special report examines six common theories that could change your retirement planning and highlights what you need to consider when determining how much you will need to save for retirement.
November 2009
The evolution of giving:
From charity to philanthropy
Charitable giving has become increasingly strategic in nature, but few plan in advance or consult a financial advisor when it comes to gift planning. This report examines boomers’ views on giving and discusses the importance of planning to maximize on donations.
October 2009
Retirement strategies:
Small business ownership
Half of Canadian small business owners are planning to retire in the next ten years and retirement often means closing down. This report examines factors that will reduce the number of closures upon retirement and discusses the importance of succession planning.
For more information or to book an appointment to discuss your retirement plans, contact a BMO investment professional.
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