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Kevin Sassa

606 - 4th Avenue South
Lethbridge, AB
T1J 0N7

Kevin Sassa, CFP, CIM, FCSI
Investment Advisor

Tel: 403-382-3500
Toll Free: 1-855-649-1888

I have been an investment advisor for 20 years and have attained my CERTIFIED FINANCIAL PLANNER® and Canadian Investment Manager (CIM) designations. Along with my tenure and continuing education as an Investment Advisor, I received the prestigious Fellow of the Canadian Securities Institute (FCSI) designation. I also hold my Level II Life Insurance licence, which allows me to work with you on all your estate planning needs.
I'm a native Southern Albertan and live in Lethbridge with my two kids. We love to stay active skiing, golfing and travelling. I also enjoy many volunteering activities which include Habitat for Humanity, and canvassing for the Alberta Lung Association and Canadian Cancer Society. One of my favourite fundraising activities is the Ride to Conquer Cancer, where my friends and I have raised more than $150,000 over the past five years.

Brittany Martens 
Investment Representative

Tel: 403-382-3504
Fax: 403-382-3497
Toll Free: 1-855-649-1888

I have been working with the Bank of Montreal since 2013, where I have held several positions. I recently held the positon of Financial Services Coordinator, where I welcomed clients to the bank, booked appointments, as well as provided support to the Financial Service Managers.  I was also responsible for daily audit and compliance tasks. This position helped me to grow in my knowledge of the Bank of Montreal’s businesses and to anticipate various clients’ needs.  I enjoyed this position as I formed relationships with the clients and became a stronger team player, which made for an easy transition to the Wealth Management side of the Bank of Montreal, here at BMO Nesbitt Burns. 

When I am not at work I enjoy sitting at home with a cup of coffee and a really good book.