Nicholas Rinaldi, BA, PFP, CIM
Portfolio Manager & Investment Advisor, Financial Planner
Darren Cuthbertson, BSc, PFP®, CIM®
Associate Portfolio Manager, Investment Advisor, Financial Planner
Bailey De Palma
Investment Associate
Ashley Belrose
Client Service Associate (Senior)
Our Partners
Magnus Aaserud, CPA, CA, CFP
Director, Wealth Planning, BMO Wealth Planning
Magnus is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow and retirement needs analysis, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
Sarah King, B.Comm. (Fin), PFP
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services
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.
Ryan Sirianni, BBA
BMO Private Wealth Private Banker
Ryan Sirianni is the Private Banker for BMO Private Wealth covering the BC Interior, North and Yukon regions. As a specialized advisor, he offers award winning wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex banking, borrowing, investing, and wealth planning, to giving and trust services.
Being your dedicated Private Banker who is familiar with your situation, he prioritizes your needs and is proactive in meeting them. He offers integrated solutions to enable clients to achieve personal goals through an expert team of wealth professionals and wealth management strategies covering the disciplines of banking, investment management, estate and trust, and wealth planning.
Ryan joined the financial industry in 2003 and has gained invaluable experience through various roles including Sr. Commercial Relationship Manager, Branch Manager, and Regional Manager of Business Banking. He builds sincere and genuine relationships based on his client first attitude. He holds his Bachelor of Business Administration with a concentration in Finance from the Thompson Rivers University.
Kamloops is home for Ryan and his wife Brooke where they raise their two children. They enjoy an active lifestyle and can be found playing soccer, camping, fishing, and travelling. When not working or spending time with family, Ryan is an avid volunteer with local organizations including Kamloops Youth Soccer (coach), Director of Kamloops Sports Council, Director of Kamloops 2022 Canada 55+ Games, member of the Colombo Lodge Italian Cultural Center and various other not-for-profits.
Jeff McCaughan
Senior Private Banker
With over 15 years in Banking, Jeff has worked in both Commercial and Private Banking. With a broad and deep knowledge base spanning across both lines of business, Jeff is able to find the right solutions for his client’s needs.
Jeff spent 14 years in Commercial banking as Senior Relationship Manager Canadian Commercial Banking, Director – Corporate Finance, and 7 years as VP Commercial Banking leading a team of sales professionals. Jeff’s breadth of experience in Commercial Banking is particularly important for his Business-for-Self clients as he has the breadth and depth of knowledge to understand how our client’s business operate and in turn how it builds wealth.
Martin Loggin, BA
Financial Planner, Investment and Retirement Planning
Martin Loggin is the Financial Planner for BMO Bank of Montreal and covers the Terrace, Kitimat and Prince Rupert region. As the local advisor, Martin serves his clients by providing in depth financial planning, tailored investment advice, and ensures his clients can meet their financial goals through long term strategies.
Prior to becoming a Financial Planner with BMO, Martin was a Personal Banker for BMO in Terrace starting in 2016 where he was primarily a lender and investment specialist before transitioning into his current role. Martin earned his Bachelor’s degree in Economics from the University of Victoria and is working towards his Personal Financial Planner (PFP®) designation through the Canadian Securities Institute.
Martin grew up in the Terrace area and lives in Terrace now with his partner Kennedy. Together they enjoy taking advantage of the beautiful northwest region of the province. Martin and Kennedy enjoy spending time outdoors, playing sports and spending time with their friends and family.