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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
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Contact Us

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.