Tel: 250-851-8225

Address

BMO Nesbitt Burns
1180 Columbia Street W, 201F
Kamloops, BC
V2C 6R6
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Contact Us

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 
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.