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Contact Us

Nick Rinaldi
Darren Cuthbertson
Ashley Belrose
Magnus Aaserud
Sarah King

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

 

Our Team

 

 

Nicholas RinaldiB.A., PFP®, CIM®
Vice President, Senior Investment Advisor,  Financial Planner & Portfolio Manager


Darren CuthbertsonBSc., PFP®, CIM®
Associate Investment Advisor & Financial Planner

 


Ashley Belrose
Administrative Assistant

 

 

Our Partners

 
 

 

Magnus AaserudCPA, CA, CFP
Director, Wealth Planning

 

Sarah KingBComm (Fin), PFP®
Estate and Insurance Advisor

 


Martin Loggin,B.A. 
Financial Planner, Investment and Retirement Planning

 


Sara JohnsonPh.D, LL.M, TEP, CFP
Director Wealth Planning