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Contact Us

Nick Rinaldi
Darren Cuthbertson
Ashley Belrose
Magnus Aaserud
Sarah King

Address
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