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Jordan Dennis

Address

1362 Lambton Mall Road
Sarnia, ON N7S5A1

Languages

    English

My Background

I pride myself on seeking out the best investment strategies to meet the ongoing income & growth needs of my clients. I have over 20 years’ experience in the industry and joined BMO Nesbitt Burns in 2005. I have obtained numerous designations including the PFP (Personal Financial Planner), FMA (Financial Management Advisor), FCSI (Fellow of the Canadian Securities Institute) and CIWM (Certified International Wealth Manager). I have taken specialized training and achieved the Wealth Advisor Title. I was appointed Vice President in 2016.

My Team, The Dennis-Rawson Wealth Advisory Group, has over 96 years’ experience in providing you the confidence and peace of mind you have been looking for. We believe in taking a simplified approach, helping you to slow down so you can speed up to reach your financial and life goals. Wealth Management today has a lot of moving parts and you need the right team to make sure they are all moving in the right direction.

Within my team, I am responsible for our Equity Strategy and I am your contact regarding portfolio construction, investment consolidation inquiries, income generation needs and any investment or market related questions.

I invite you to visit our website to learn more about our team, our approach and our beliefs.

-Creating Dependable Income Today, Tomorrow, Together-

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.