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.

Darren Cuthbertson, BSc, PFP®, CIM®

Associate Portfolio Manager, Investment Advisor, Financial Planner

Darren is an 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

Investment Associate

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 Charterholder. 
 

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. 

Ashley Belrose

Client Service Associate (Senior)

Ashley is a Senior Client Service Associate 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.

Our Partners

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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.

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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.

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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.

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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.