Owen Dennis, CFP, TEP
As a dedicated Private Banker, Owen's mission it to empower his clients on their financial journey. With a deep commitment to understanding their unique goals, he provides tailored wealth management strategies that go beyond charts and numbers. He believes in building long lasting relationships, grounded in trust and integrity, to guide clients through every financial decision. Whether it's financing a new home, optimizing a financial plan, or offering personalized banking solutions, he's there to ensure his clients achieve their financial aspirations and experience peace of mind that comes with expert guidance.
Experience & Background
Owen entered the financial services industry in 2004, where he held several progressive roles that culminated into his role as a Private Banker. He joined BMO Private Wealth in 2014 as the Director of Wealth Planning where he specialized in creating comprehensive wealth plans for Private Wealth clients. He has an applied bachelor's degree in finance from the Northern Alberta Institute of Technology (N.A.I.T), Trust & Estate Practitioner (TEP) Designation from the Society of Trust & Estate Practitioners, and Certified Financial Planning (CFP) designation from FP Canada.
When he's not in the office he enjoys running, HIIT classes, and running his two children to their many extracurricular activities.