Jared Dapena
Regional Sales Manager - Mutual Funds @Bmo Global Asset Management
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WORK HISTORY
Regional Sales Manager - Mutual Funds @Bmo Global Asset Management
CA
Support financial planners and branch teams throughout Atlantic Canada on the delivery of BMO Investments to their clientele, with strong focus on a holistic planning approach and finding the right solutions to help Canadians reach their long term goals. Responsible for ensuring that our team has the right product knowledge and the ability to transfer that knowledge into meaningful advice.
EDUCATION
Dalhousie University
Psychology
SKILLS
ABOUT JARED DAPENA
Passionate about helping clients become financially better off and on track to reach their financial goals. I also enjoy sharing my interest, knowledge and enthusiasm for the investing world with both beginning and experienced investors alike. My personal goal is to one day be able to look back at a long rewarding career in the financial services industry and explore the world with my beautiful wife. I also plan to enjoy a lot of quality time with my children.err.dogs.and spend time making use of my guitar collection. As I often tell my clients, planning for the future is important, but living for the present is essential. A good financial plan will protect and support you when you need it, and give you the ability to enjoy life today.
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