Karen Hennessy, C.Adm., F.PL., B.B.A.

Location
Montreal, Québec

“I’m a firm believer that financial literacy is directly proportional to peace of mind and financial wellbeing.”

I never could have imagined that sending my CV to the wrong department at a large bank 28 years ago would lead to a higher calling. On the brink of quitting a frustrating job as an Executive Assistant, I wandered into a bank and opened a new account as an act of liberation. The representative got me interested in their work, so I applied for a position. 

In following up on the job, an accidental misdirect landed me on a call with a VP who hired me for a customer service position. I worked my way up to Trader, then Business Development Manager on the Marketing team, then Investment and Retirement planner, and began taking courses to pursue my Financial Planning designation. This led me on a trajectory to my current role. 

As a Private Wealth Advisor, I’m passionate about helping my clients in all aspects of their finances. Sharing knowledge to help others thrive brings me feelings of joy and accomplishment. When creating clear, concise plans with simple action items, my priority is always to give clients peace of mind while guiding them in their financial wellbeing. Any goal is attainable with proper consideration and planning, and I’m with my clients at every step.

Drawing from nearly three decades of experience in wealth management at major institutions, I joined T.E. Wealth (now CWB Wealth) in 2013. My clients include medical professionals, entrepreneurs, executives, and multi-generational families. Using a holistic approach, I consider each client’s overall financial situation and goals, then present clear solutions for navigating wealth accumulation, retirement decisions, and legacy planning.

I hold the Chartered Administrator (C.Adm.) and Financial Planner (F.Pl.) designations, and have a Bachelor of Business Administration from Université du Québec à Montréal.