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Kevin Sassa

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Kevin Sassa, CFP, CIM, FCSI
Investment Advisor


Tel: 403-382-3500
Fax:403-382-3497
Toll Free: 1-855-649-1888
Email: kevin.sassa@nbpcd.com

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.
 


Carlee Plettl 
Investment Representative

Tel: 403-331-2027
Toll Free: 1-855-649-1888
Email: 
Carlee.Plettl@nbpcd.com 
 
Carlee has been employed with BMO Nesbitt Burns since January 2018 within her current role, supporting the administration and client service tasks for the team. Recently, Carlee completed her Canadian Securities Course as well as other requirements to become an Investment Representative for the team. Carlee has experience working with two other prominent financial services firms in Southern Alberta since 2011, helping clients in the area of everyday banking & insurance.

On a more personal note, Carlee moved to Lethbridge in the summer of 2009 from Vauxhall, Alberta, where she grew up. Growing up she was involved in many different sports but mainly playing hockey for teams throughout Southern Alberta for 12 years. When not at work she enjoys spending time with her husband, and two daughters which includes lots of camping with family and friends in the summer months.