Owen Dennis
Private Banker @Bmo Private Wealth
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WORK HISTORY
Private Banker @Bmo Private Wealth
Vancouver, CA
I advise wealthy Canadian families, professionals, business owners and executives on solutions for banking, lending and cash flow management that helps them reach their business and personal financial objectives and save them time so they can dedicate more time to the activities they value most. As their dedicated Private Banker, I take time to listen and get to know and understand each client’s circumstance and their financial needs and goals - for now and in the future. Then, with the support of a customized team of BMO Private Banking specialists, we look at the client’s entire financial picture. From managing their day-to-day banking needs to arranging specialized lending solutions, we take a holistic approach to designing a customized and integrated financial plan for each client. I regularly revisit this plan and adapt it for transitions throughout their lifetime.By using this approach to exceptional personal service with my clients, we develop relationships that are trusting, comfortable and long-lasting.
EDUCATION
STEP Canada
Trust and Estate Practitioner (TEP), Estate Planning, Estate Planning
NAIT (Northern Alberta Institute of Technology)
Business administration - Finance, Finance
NAIT (Northern Alberta Institute of Technology)
Bachelor of Applied Business - Finance, Finance
Financial Planning Standards Council
Certified Financial Planner (CFP®), Financial Planning, Financial Planning and Services
NAIT (Northern Alberta Institute of Technology)
Business administration - Marketing, Marketing
SKILLS
ABOUT OWEN DENNIS
As a Private Banker at BMO Private Wealth I have been advising wealthy Canadian families on banking and wealth management solutions since 2005. I hold the Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP) designations, which demonstrate my expertise and commitment to the highest standards of financial planning and estate planning.My mission is to help my clients achieve their financial objectives and save them time and money, so they can focus on the activities they value most. I take a holistic approach to understand their needs and goals, and collaborate with a team of BMO Private Wealth specialists to offer tailored solutions for banking, lending, cash flow management, investment management, trust, and wealth planning. I also leverage my network of professional contacts and resources to provide referrals and insights on complex issues, such as private corporations, Cross-Border taxation, succession planning, philanthropy, executive compensation, and disability planning.If you have any questions or would like to talk more, please contact me at o••••••••@bmo.com
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