Deep Enrich
Denalee Bennett, CFP®
Farm Laborer
245 followers
Neepawa, Manitoba, Canada
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About me
Financial Planner Investments and Retirement Planning at BMO Bank of Montreal
Education
Canadian Securities Institute
-Small Business Administration/ManagementCompleted Moody’s Small Business Lending course. The material dives into the credit needs and operations of small businesses.
Canadian Securities Institute
-Financial Planning TwoCanadian Securities Institute
-CSCCanadian Securities Institute
-Financial Planning One
Assiniboine Community College
2016 - 2017Business Administration Financial Planning Services
Red River College
2015 - 2016Business Administration
Experience
Mid Man Farms
Sept 2009 - Jan 2015Farm Laborer.
BMO Financial Group
May 2017 - Jan 2018Customer Service Representative
Scotiabank
Feb 2018 - Aug 2022Senior Financial Advisor
Jul 2019 - Aug 2022Financial Advisor
Feb 2018 - Aug 2022
Bmo Bank of Montreal
Aug 2022 - nowFinancial Planner
Licenses & Certifications
- View certificate
CERTIFIED FINANCIAL PLANNER®
FP CanadaDec 2023
- View certificate
Wealth Management Essentials (WME®)
Canadian Securities InstituteSept 2021 - View certificate
Estate Planning for High Net Worth Clients
Canadian Securities InstituteJul 2023
Volunteer Experience
Coach
Issued by Delbrook Steve Nash Youth Basketball on Feb 2019Associated with Denalee Bennett, CFP®Assistant Coach to the Senior Boys Basketball Team
Issued by Carberry Collegiate on Dec 2016Associated with Denalee Bennett, CFP®Activity Aide
Issued by Prarie Mountain Health on Jun 2014Associated with Denalee Bennett, CFP®Server
Issued by Melenie Green Catering on Jun 2012Associated with Denalee Bennett, CFP®Sponsorship and Resource Development Committee
Issued by United Way on Jan 2020Associated with Denalee Bennett, CFP®
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