Nick Rinaldi
Darren Cuthbertson
Ashley Belrose
Magnus Aaserud
Sarah King
Ryan Sirianni

Tel: 250-851-8215

Address
BMO Nesbitt Burns
1180 Columbia Street W, 201F
Kamloops, BC
V2C 6R6
Map

Welcome

Our Mission

To provide you and your family with dependable investment advice, comprehensive financial planning, and an exceptional client experience.

Building Lasting Relationships

As a team we are committed to servicing individual, corporate, and society clients. We offer a broad array of investment products that include equity, fixed income, and money market securities. We provide a consistent, disciplined, long-term approach to investing based upon superior investment management and client service.

Each member of our team is dedicated to building solid long-term relationships with all of our clients. We believe a good working relationship leads to a relevant, well managed portfolio that reflects the client's true financial objectives.