Vice President & Market Leader, Senior Wealth Advisor
Harvey has been with the BMO Financial group since 1983, the first fourteen years of which were spent with the Bank of Montreal -- where he held various positions including Area Manager and Main Branch Manager -- before moving on to work with BMO Nesbitt Burns in 1997. He presently serves as the Market Leader in Kamloops and has received the distinction of Vice President. This experience has given Harvey a vast knowledge of banking, investing, and the financial world, in general, which provides immeasurable value to the services that he is able to provide to his clients.
A lifelong resident of Kamloops, Harvey has a great love of and pride in the area. He and his wife, Barbara, have had the added pleasure of raising their family in the Thompson Valley as well. Both of their children, Jordana and Jeremy, are now pursuing post-secondary studies at Thompson Rivers University (TRU), in the city. Harvey is actively involved in the community and has been a considerable proponent of youth athletics, sponsoring high school sports’ teams, soccer tournaments and provincial basketball championships. Harvey is a past board member of the Kamloops Curling Club. He and Kelly are also keen supporters of TRU, providing academic and athletic sponsorship. Harvey also maintains close ties with the agricultural community, having been a long time 4-H member, then a 4-H club leader and now a sponsor of 4-H events, such as the Provincial Winter Fair in Kamloops. It is this sense of family and community that Harvey brings to work with him every day. Harvey began his post-secondary education with a Diploma in Business and Accounting from Thompson Rivers University (formerly Cariboo College), followed by enrolment in the Certified General Accounting program and a stint in a public accounting practice, before beginning his career in banking and investing, which led him to take the Canadian Securities Course which he completed with Honours. More recently he has taken the Professional Financial Planning Course, Options’ Supervisors Course and Branch Managers’ Course. Harvey says that while his formal training has been important, his greatest education has come through years spent in the industry. It is that grass roots’ experience which has given him the practical skills and knowledge necessary to properly advise his clients when making important financial and investing decisions.
Associate Investment Advisor
With over 33 years of experience, Bob Holden brings to BMO Nesbitt Burns a wealth of knowledge personally and via a network of professionals with respect to audit, tax and other advisory services such as strategic support on major transactions, business processes, growth strategies, and risk mitigation.
Bob has a Bachelor of Commerce Degree from the University of British Columbia. Bob joined KPMG (then Thorne Riddell) in 1978 when the office consisted of one partner and six staff. After receiving his C.A. designation, he helped build the KPMG Kamloops practice to where it is today, the dominant Professional Practice firm in Kamloops. During Bob's thirty years of public practice, he has always been a builder in providing a wide range of advisory, assurance and tax services to his clients both in the public and private sectors. Bob has always been an advocate of high professional standards and has a high degree of respect by his peers in the community.
Richard has been a member of the Comazzetto and Associates Wealth Advisory Team since 2008. He is holder of the Chartered Investment Manager (CIM) designation and is a Portfolio Manager. Richard has also attained his Wealth Advisor certification.
Prior to joining BMO Nesbitt Burns, Richard was involved in the Kamloops and area business community since 1994. His background is in small business, where he gained experience in the day to day challenges and success of running a small business. He is also experienced in the dynamics of operating a family business.
Richard attended the BC Institute of Technology and Simon Fraser University, where he earned a Bachelor of Arts Degree.
Richard is a lifelong resident of Kamloops, where he lives with his wife Andrea and their two children, Aydin and Lauren.
Andrew Bromley, PFP, CIM, FCSI, B.Sc.
Investment Advisor, Portfolio Manager
Andrew’s role as a Portfolio Manager with The Comazzetto & Associates Wealth Advisory Group stems from a diverse and thorough Wealth Management background routed in his family. He holds a degree in both Finance and Economics from Providence College. While attending school in Providence, Rhode Island he collected numerous athletic and academic awards while studying and competing at the NCAA Division 1 Level. He is currently practicing as a Chartered Investment Manager, Personal Financial Planner, and has been recognized by his peers as a Fellow of The Canadian Securities Institute through the Canadian Securities Institute for his advanced education, ethical conduct, and industry experience. Andrew maintains a strong sense of team in his professional life as he relies on his partner's accounting and legal backgrounds to bring a full suite of advisory practice to his clients . Andrew believes that above all else, a client centric service model based on transparency, commitment, and work ethic is of the utmost importance and will provide the greatest value to his clients.
When not in the office, Andrew actively pursues an array of outdoor activities amongst the local field and stream, as well as in the equine and agriculture sectors that Kamloops has to offer. He is also very involved in the community and has held volunteer positions on the Local GenNext Council and Fish and Game organizations.
Associate Investment Advisor
Michael grew up in the small community of Paul Lake outside of Kamloops, BC. His youth was spent competing in amateur sports and other outdoor activities including Kamloops minor hockey and soccer. Later, Mike spent his formative teenage years attending Athol Murray College of Notre Dame where he pursued his passion for hockey. After graduating high school, he competed in junior hockey leagues in BC and Alberta before beginning his post-secondary education in Edmonton, Alberta.
Mike holds a Bachelor of Management Degree from the University of Lethbridge and a Finance Diploma from the Northern Alberta Institute of Technology. Successfully completing his Canadian Securities Course (CSC) and his accreditation as a financial planner in 2008, Michael worked in the industry to achieve his Personal Financial Planner (PFP) designation in 2011. Over that time, he has offered a full advisory relationship for objective driven investors to reach their personal goals. Nationally recognized by his peers for his financial planning experience, Michael attributes his success to a focus on the financial planning process and establishing an accountable, working relationship with his clients.
As a team member of the BMO Nesbitt Burns, Comazzetto and Associates Wealth Advisory Group, Mike has full access to all resources of the firm and is able to complement his skill set with the experience of his team. With decades of client management and diverse professional backgrounds, together, the group holds a commitment to serving client interest, finding the right relationship, and collaboratively providing the right advice. We invite your family to meet our team to discuss your financial goals and how BMO Nesbitt Burns can help you meet them.
Peter Mullins, CPA, CA
Associate Investment Advisor
Pete was born and raised in Sydney, Australia. He attended the University of Technology, Sydney where he received a Bachelor of Business and joined the Sydney office of KPMG, obtaining his C.A. designation in 2003. Pete spent 12 years with KPMG, working in four different offices – Sydney, London, Vancouver and Kamloops.
Pete has been living in Kamloops since 2008 and has worked in several financial controller roles for private businesses local to the Kamloops area. He has also taught accounting classes at Thompson Rivers University since 2013 as a sessional instructor.
Pete enjoys the outdoor lifestyle that Kamloops offers and spends much of his spare time outside – on his mountain bike in the summer or at the ski hill with his son Luca in the winter.
Pete is excited to join the Comazzetto and Associates Wealth Advisory Team and add his years of public accounting and finance experience to this diverse and dynamic team.
Associate Investment Advisor
Jeremy joined the firm in November 2019, becoming a second generation member of Comazzetto & Associates Wealth Advisory Group. Born and raised in Kamloops, Jeremy has a considerable affinity for all the region has to offer. While attending Thompson Rivers University (TRU), where he completed a business degree majoring in Economics, he was actively involved with student organizations and in community engagement. During that time, he began to build what is now an extensive network of young professionals and entrepreneurs. Jeremy went on to earn a law degree at the University of Victoria (UVic), returning to Kamloops to work in private practice, furthering his understanding of corporate law and expanding his business network in the community.
Jeremy’s legal background, combined with the extensive and diverse experience of the team, allows him to provide a comprehensive range of services to his clients.
Dating from his time at Thompson Rivers University, Jeremy has had involvement with the United Way Thompson Nicola Cariboo, currently serving as a cabinet team member. He is a Director of Kamloops Pickleball Club, of which he is also a member and is an avid competitive pickleball player.
Born and raised in Kamloops, Marina attended Thompson Rivers University where she graduated with a Bachelor of Business Administration – Major in Accounting and a Certificate in Global Competency. She began her career with KPMG LLP Kamloops where she went on to achieve her Chartered Professional Accounting (CPA) designation. During this time, she also volunteered for four years as Treasurer for a local not-for-profit organization.
Marina is passionate about helping women. She dares to lead with empathy and is looking forward to building trusting relationships with clients and helping women feel confident about their financial situation. We are excited to have another second-generation member of Comazzetto & Associates Wealth Advisory Group on the team, as well as our third CPA. Marina started working at BMO Private Wealth as an intern in 2015 and was thrilled to join the team full-time in January 2022.
Senior Client Service Associate
Michelle is a Senior Client Service Associate with the Comazzetto & Associates team. Her focus is to assist with the administration and servicing of the Team’s high net worth clients.
Michelle joined BMO in 1989 as a teller and worked in different capacities over the years such as Assistant Branch Manager, Lending, and Investing. Michelle joined BMO Nesbitt Burns in 2015 and has completed the Canadian Securities Course.
Michelle, her husband Brian, and 2 children have been in Kamloops since 2003 and enjoy all of the seasons the area has to offer. Michelle can always be found as a spectator or volunteer at her kids many sporting activities. They enjoy fishing and all outdoor activities that can be shared as a family.
Senior Client Service Associate
As a Senior Client Service Associate, Dana is a graduate of the Canadian Securities Course and the Conduct and Practices Course. Prior to joining BMO Nesbitt Burns in 2005, she worked with BMO Bank of Montreal as a Financial Services Manager specializing in investments and lending. With over twenty years' experience, all of which is with BMO Financial Group, she has gained the trust of our clients for efficient service and the kind of understanding that comes from years in the financial services industry.
When she’s not at work, Dana enjoys spending time with her husband Dave and kids, Karissa and Jared, especially at their cabin on East Barriere Lake.
Branch Operations Manager
Megan is the Branch Operations Manager with the Kamloops branch of BMO Nesbitt Burns. Her focus is the compliance and administration of the branch and to assist with the servicing of the Comazzetto & Associates Wealth Advisory Group’s high net worth clients.
Megan joined the financial services industry in 2000 and prior to starting at BMO Nesbitt Burns in 2011 she worked with BMO Bank of Montreal as an Assistant Branch Manager specializing in customer service and compliance. She has an educational background in accounting and finance and has successfully completed the Canadian Securities Course.
Megan is a long time resident of Kamloops with extensive family roots in the community. She and her husband Jason own a small farm and also enjoy the many camping, fishing and hiking opportunities that the region has to offer. Over the years she has become involved in many nonprofit organizations in Kamloops and along with her daughter, Kayla, has participated in several children’s sports clubs.
Client Service Assistant
After growing up in a small town on the prairies, Alisa moved to Vancouver to attend the University of British Columbia and graduated with a Bachelor of Music degree. She then embarked on a career in the not-for-profit sector, first in Vancouver and then in Kamloops after moving here in 2011 where she successfully raised millions of dollars at our local hospital and university. In 2016, she successfully received the Certified Fundraising Executive (CFRE) designation and in 2020, was named as part of the Association of Healthcare Philanthropy’s Top 40 under 40 cohort. She is a founding member of the Interior BC Chapter of the Canadian Association of Gift Planners and the Vice-Chair of the Kamloops Centre for the Arts Society.
With a continued commitment to the Kamloops community, Alisa was delighted to join Comazzetto & Associates Wealth Advisory Group in the spring of 2023. She is looking forward to connecting with clients and helping them achieve both their financial and charitable goals. Outside of work, Alisa enjoys skiing with her family, cheering on her children at various sporting activities and playing the piano for the Thompson Valley Orchestra.
Sarah King, B.Comm. (Fin), PFP
Estate And Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations.
Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.
An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes. Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.