Retirement Your Way®| Retirement Your Way® |
home | français | close |
 |
|
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
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.
July 2009
Leaving an inheritance:
What will future inheritances look like?
An enormous transfer of wealth from seniors to Boomers will occur over the next few decades. Explore the inheritance and estate planning issues that are specific to Boomers who are either expecting to receive an inheritance and/or considering leaving a legacy.
For more information or to book an appointment to discuss your retirement plans, contact a BMO investment professional.
|
|
|
|
|
||||||
