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Magnus Aaserud, Wealth Planner

Magnus Aaserud, CPA, CA, CFP

Director, Wealth Planning

BMO Nesbitt Burns
1484 Water Street, 3rd Floor
Kelowna, BC, V1Y 1J5
T   (778) 436-8265

Magnus joined BMO Wealth Management in 2016. Prior to this role he was an accountant with KPMG for 7 years, including the last 4 years as a tax specialist. Magnus has experience with a wide variety of tax issues, including personal, corporate, trust, and non-resident tax.

Education & credentials
• Bachelor of Business Administration (BBA) with a major in Financial Services and Accounting
• Chartered Professional Accountant (CPA), Chartered Accountant (CA)
• Certified Financial Planner (CFP)
• CPA In-Depth Tax Course