Owen Dennis, CFP, TEP
As a Private Banker I provide a range of banking services to meet the simple to complex banking needs of Private Wealth clients. Some of the key services/deliverables include:
- Bank accounts and cash management services
- Term investments and mutual funds
- Lines of credit, mortgages and other personal financing
- Business financing for professionals
- Customized lending
- U.S. banking connections in various states throughout BMO Private Bank in the U.S.
My vision is to provide clients with best-in-class wealth planning solutions while ensuring an unparalleled experience each and every time.
I have been in the financial services industry since 2004, where I held several progressive roles that culminated into my current role as a Private Banker. I joined BMO Private Wealth in 2014 as a Director of Wealth Planning where I specialized in the creation of comprehensive wealth plans for Private Wealth clients. I have an applied bachelor's degree in finance from the Northern Alberta Institute of Technology (N.A.I.T), my Trust & Estate Planning Designation from the Society of Trust & Estate Practitioners (STEP), and a Certified Financial Planning (CFP) designation from FP Canada.
When I'm not in the office I enjoy playing squash, running, and spending time with my wife Jane, son Harvey, daughter Mikayla, and dog Skye.