About Me

Since 2013, Kyle has been helping clients achieve their financial goals through comprehensive investment solutions and personalized wealth management strategies. As a Chartered Investment Manager (CIM®), he specializes in portfolio management, strategic asset allocation, and long-term financial planning.

Kyle takes a client-centric approach, focusing on building lasting relationships and delivering personalized strategies that align with each client’s unique needs. His commitment to disciplined investment management and risk-conscious decision-making ensures that clients receive informed guidance in navigating today’s financial markets.

Originally from Powell River, Kyle maintains strong ties to his hometown and enjoys returning for visits with family and friends. Outside of work, he is an avid golfer and fisherman who values time spent outdoors and connecting with his community.

For more information or to connect with Kyle, please contact 403-260-9333 or kyle.anderson@nbpcd.com

Natalie Cohen is a seasoned investment professional with over three decades of experience in the Wealth Management industry, including a long tenure with BMO Nesbitt Burns. She is known for her strong client service orientation, attention to detail, and ability to streamline processes to enhance operational efficiency and client satisfaction.

In her current role, Natalie manages account administration, supports the team’s operational and compliance requirements, and collaborates across a variety of professionals and lines of business to deliver a seamless client experience.

Throughout her career, Natalie has consistently been recognized for her excellence, earning top performance ratings year after year.

Outside of work, she enjoys spending time with her horse, Jazz.