Vice President & Market Leader, Senior Wealth Advisor
Harvey has been with BMO Financial Group since 1983 and joined BMO Nesbitt Burns over 25 years ago. He presently serves as the Market Leader in Kamloops and has also received the prestigious Vice President title. With 40+ years of experience, Harvey has a vast knowledge of banking, investing, and the financial world, which provides immeasurable value to the services that he and the entire team provide to our clients.
A lifelong resident of Kamloops, Harvey and his wife, Barb, raised their family here and now enjoy spending time with their two grandchildren. Harvey maintains close ties with the agricultural community, having been a long time 4-H member, then a club leader and now an event sponsor. He is also a keen supporter of the Athletics department at Thompson Rivers University. It is this sense of family and community that Harvey brings to work with him every day.
Harvey began his post-secondary education at 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. Harvey says that while his formal training has been important, his greatest education has come through years spent in the industry. His extensive experience has given him the practical skills and knowledge necessary to properly advise his clients when making important financial and investing decisions.
Bob Holden, CPA, CA
Associate Investment Advisor
Bob joined the Comazzetto team in 2012, bringing with him a wealth of knowledge personally, and via a network of professionals with respect to audit, tax and other advisory services. Bob is passionate about helping clients plan, strategize and routinely provides 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. He joined KPMG (then Thorne Riddell) in 1978. During Bob's thirty years of public practice, he has consistently provided 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 from his peers in the community.
Bob has participated in a wide variety of community events and organizations over the years. Currently, he sits on the Board of Directors for the TRU Community Trust (The Reach). Outside of work, Bob and his wife Mirella enjoy biking, travelling and spending time at the lake with their two grown children along with their partners and grandchildren.
Andrew Bromley, PFP, CIM, FCSI, B.Sc.
Investment Advisor, Portfolio Manager
As the Comazzetto Group’s Portfolio Manager, Andrew has obtained his Chartered Investment Manager designations for Chartered Investment Manager, Personal Financial Planner, and has been recognized by his peers as a Fellow of The Canadian Securities Institute for his advanced education, ethical conduct, and industry experience.
A true team player, Andrew works closely with his Comazzetto Group partners to bring a full suite of advisory services to his clients. With the vast amount of legal, accounting and investment knowledge found on the team, Andrew is committed to ensuring our clients receive the care and attention they need to successfully navigate their wealth planning journey.
Andrew’s holds a degree in both Finance and Economics from Providence College in Rhode Island where he collected numerous athletic and academic awards while studying and competing at the NCAA Division 1 Level in Lacrosse.
When not in the office, Andrew, his wife Kendal and their daughter enjoy raising animals on their property in Barnhartvale. Andrew actively pursues an array of outdoor activities amongst the local field and stream, as well as in the equine and agriculture sectors. He is has held volunteer positions on the Local GenNext Council and Fish and Game organizations.
Michael Lynn, PFP, CIM, FCSI
Associate Investment Advisor
Michael is registered Portfolio Manager who holds the Certified Investment Manager (CIM) Designation, the Personal Financial Planner (PFP) Designation, and is a Fellow of the Canadian Securities Institute (FCSI). He holds a Bachelor of Business Management degree from the University of Lethbridge and a Diploma in Finance from the Northern Alberta Institute of Technology (NAIT).
Michael believes that having actionable and trustworthy strategies is critical to guiding his clients through the moving current of their lives. He is part of a team with diverse professional backgrounds and informed opinions, adding additional value to the client services that he offers. Whether a client is actively building a business or transitioning to a new chapter in their life, Michael wants to know how they got there, what their financial plan should look like now, and what’s important to them.
Michael lives in Tobiano with his wife, Mandy, and their two young sons, Lennox and Atlas. When not helping clients, Mike can be found golfing or adventuring the outdoors with his Great Dane and family in tow. He is active in his support for the arts community and serves as an advocate for entrepreneurs of diverse backgrounds. Dedicated and empathetic, Michael has learned that fulfillment comes from a purpose driven life; his career and passions reflect what inspire him.
Peter Mullins, CPA, CA, TEP, CIM
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 cities and three continents, most recently in Kamloops after moving here in 2008. Before joining the Comazzetto Group in 2018, Pete worked in several financial controller roles in the private sector and also taught accounting at Thompson Rivers University as a sessional instructor.
With his years of both public accounting and private business experience, many of our clients benefit from Pete’s expertise and advice in the areas of tax, wealth and succession planning, particularly small business owners and medical professionals. Pete has received his Trust and Estate Practitioner (TEP) designation which demonstrates his advanced understanding of the trust and estates field.
Pete is the proud father of two boys, Luca and Ashley. With both a teenager and toddler in the house, Pete and his wife, Andrea, are kept busy with family activities and try to spend as much time as they can outside hiking, mountain biking and skiing in the winter.
Jeremy Comazzetto JD
Associate Investment Advisor
After joining the Comazzetto Group in 2019, Jeremy became the first second-generation member of the team. Jeremy completed his Bachelor of Business Administration (BBA), majoring in Economics, at Thompson Rivers University and then went on to earn a law degree at the University of Victoria. He returned 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 our clients. Jeremy values strong collaboration with his clients to build their confidence in the planning process and ultimately achieve their financial goals.
Born and raised in Kamloops, Jeremy has considerable affinity for all the region has to offer. Jeremy has been involved with the United Way and previously served as a cabinet team member. Formerly a Director of Kamloops Pickleball Club, Jeremy is an avid competitive pickleball player.
Marina Holden, CPA
Born and raised in Kamloops, Marina attended Thompson Rivers University where she graduated with a Bachelor of Business Administration with a 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 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 the Comazzetto 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 2022.
Marina enjoys traveling with the goal of finding exquisite cuisine and soaking in local cultures and incredible views. You can also find her at home trying out new recipes in the kitchen and mastering the “classic” apple pie. Marina enjoys sharing her kitchen delights and spare time with her family including her many nieces and nephews and her partner, Nich.
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 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 (CAGP), Vice-Chair of the Kamloops Centre for the Arts Society and a Board member for the Valleyview Skating Club.
With a continued commitment to the Kamloops community, Alisa was delighted to join Comazzetto team in 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 has previously played with the Thompson Valley Orchestra.
Senior Client Service Associate
Michelle is passionate about providing clients with outstanding service. With her warm and friendly approach, she is often the first to hear from clients when they have questions or require support. With over 30 years experience at BMO, Michelle brings extensive banking knowledge to her role, supporting both the team and clients.
Michelle joined BMO in 1989 as a teller and went on to work in lending, investing and as an assistant branch manager. She joined the Comazzetto Group in 2015 and has completed her Canadian Securities Course.
Michelle, her husband Brian, and two children—now young adults—have been in Kamloops since 2003. In her spare time, you will find Michelle spending time outdoors with her family where they love to camp, hunt, fish, and ski. After years as a spectator and volunteer for her kids’ various sporting teams, Michelle is now a Board Member for the Kamloops semi-pro soccer team, Rivers FC, as well as the Team Manager.
Senior Client Service Associate
For nearly 20 years, Dana has taken great pride in providing exceptional client care and support in her role on the Comazzetto team. Prior to joining the Comazzetto Group in 2005, Dana worked at BMO as a Financial Services Manager specializing in investments and lending.
Dana has gained the trust of our clients with her efficient service and keen understanding of the financial services industry. Dana has completed the Canadian Securities Course and the Conduct and Practices Handbook Course.
When she’s not at work, Dana enjoys spending time with her husband Dave, their two grown children and grandson at the family cabin on East Barriere Lake where they can be found cruising on the lake in their boat, biking and quadding in the back country.
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 while also supporting client care for the Comazzetto Group.
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 region and a long history of community support through her involvement in youth sports clubs and other not-for-profit organizations. She and her husband Jason own a small hobby farm and enjoy camping, fishing and hiking, especially when joined by their two young grandchildren.