Nicholas Rinaldi, BA, PFP, CIM
Portfolio Manager & Investment Advisor, Financial Planner
Nick Rinaldi is a Portfolio Manager, Senior Investment Advisor & Financial Planner at the Kamloops BMO Nesbitt Burns office. As the head of the Rinaldi Investment Group Nick’s day to day focus is working with high net-worth families, business owners, corporations and societies within B.C. and throughout Canada, managing their assets and providing expertise on financial planning, estate and insurance planning.
In 1997, Nick joined BMO Nesbitt Burns as an Investment Advisor in Kamloops B.C. Prior to working with BMO Nesbitt Burns, Nick spent three years working for Canada’s major Trust Company. Nick holds an Associate Diploma in Commerce and Business Administration, a Bachelor of Arts, Personal Financial Planning Designation (PFP®) and is a Chartered Investment Manager(CIM®) .
Nick and his wife Linda are both born and raised in Kamloops where they now raise their three children. Nick is an active member of the Kamloops community serving as a volunteer coach for kids’ sports and various organizations. The Rinaldi's are grateful for all that the Kamloops area has to offer their family.
Associate Investment Advisor & Financial Planner
Darren is an Associate Investment Advisor with the Rinaldi Investment Group of BMO Nesbitt Burns, Kamloops Branch where he focuses his time assisting high net worth families, business owners, corporations and societies in planning, implementing and meeting their financial objectives.
Prior to joining the Rinaldi Investment Group in 2012, Darren worked at BMO Bank of Montreal, Kamloops in a corporate banking capacity serving the bank’s largest corporations, societies and institutions located in the B.C. Interior. Darren has also worked in Agricultural lending roles for BMO Bank of Montreal and a top Canadian Agricultural lender. Complementing his work experience, Darren holds a Bachelor of Science specializing in Agriculture Business Management from the University of Alberta and has attained the designations Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) from the Canadian Securities Institute.
Darren, Danielle and their two sons are proud to call Kamloops home. When they are not working they enjoy many of the recreational opportunities the B.C. Interior provides such as camping, golf, hockey, running, skiing, soccer & mountain biking; they enjoy travelling and spending time with their friends and family.
Darren grew up on a cattle ranch in Rock Creek, B.C. and he maintains his ties to agriculture through many lifelong friendships as a result of being a producer, advisor and past 4-H member as well as through volunteering with Prospect 2000 Cattle Show Society, and the 4-H program. These ties are very important to Darren as they have instilled values in him, he holds dear and hopes to pass on to the next generation.
Bailey De Palma
Bailey is an Investment Associate with the Rinaldi Investment Group of BMO Nesbitt Burns, where he works closely with high net worth individuals, families, business owners, corporations and societies across Canada to meet their planning and investment needs.
In 2020, Bailey graduated from the Thompson Rivers University as a member of the Deans List and immediately joined the industry prior to joining the Rinaldi Investment Group. He holds a Finance Major and an Economics Minor, and is working towards becoming a CFA holder.
Bailey is proud to have called Kamloops home since 2003 and is heavily involved in the community, currently serving as a member of the Kamloops Blazers coaching staff, just as he has since 2018. When he is not working, Bailey enjoys golfing, skiing, soccer, hockey, biking and spending time with his family, friends, and dog.
Client Service Associate (Senior)
Ashley is a Client Service Associate (Senior) with the Rinaldi Investment Group of BMO Nesbitt Burns. Her focus is to assist with the administration and servicing of the Group’s high net worth clients.
Ashley joined the financial services industry in 2005 and prior to starting at BMO Nesbitt Burns in 2015 she worked with BMO Bank of Montreal as an Assistant Branch Manager specializing in customer service and compliance.
Ashley moved to Kamloops in 2005 from Quesnel B.C, where she was born and raised. When they are not working Ashley and her family enjoy the many biking, camping and sports opportunities the region has to offer. If they aren’t busy outdoors you can always find them driving to a new destination exploring the region.