Mark Owen

Our expert team is here to meet your financial needs.

Our Story

Upon graduating from Trent University with a degree in Administrative Studies in 1997, Mark immediately entered the investment industry where he developed expertise in wealth management, retirement planning and asset allocation. In 1999, Angela Hennessy joined Mark’s team as Wealth Associate having already spent time in the investment industry. Together, they have spent nearly two decades providing their clientele with a sense of financial comfort by ensuring they are well-positioned to deal with market changes.

Mark and Angela are both licensed to deal with stocks, bonds and mutual funds, while Mark is also insurance* licensed so that clients have full-accessibility to products and strategies to meet their specific situation.

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Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
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Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

Our Beliefs

Our team believes in providing complete wealth management to our clientele by utilizing the following steps:

**Introductory communication to identify the client’s profile and financial plan

**Analysis of existing portfolio or life insurance products

**Recommend solutions for the financial plan including the utilization of our partners within the National Bank Group

**Ongoing portfolio monitoring relative to client objectives and financial plan

Expertise

Mark has become a trusted source of investment information through his nightly broadcast on CHEX TV Peterborough where he brings clarity to daily market movements and is often called upon to comment about special situations that arise in the economy.

Mark spends much of his time volunteering in his community. He was the long-time Chairman of the Peterborough Ducks Unlimited Committee where he helped raise over 1-Million dollars for local conservation.  He now helps coach his daughter Kate’s soccer team in the Peterborough Youth Soccer League.

When summer weekends beckon, Mark, wife Tammy and daughter Kate love to spend time at the family cottage on Stoney Lake.

Angela, her husband Dan and sons Liam and Colby keep busy on their hobby farm near Keene, Ontario.

 

*Offered through National Bank Financial, Financial Services - NBFFS

Contact us

Get contact information for our team members and find out where our offices are.

 

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