Tel: 250-851-8215

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BMO Nesbitt Burns
1180 Columbia Street W, 201F
Kamloops, BC
V2C 6R6
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Magnus Aaserud

 

Magnus AaserudCPA, CA, CFP
Director, Wealth Planning


Tel: (778) 436-8265

Email: magnus.aaserud@bmonb.com
Magnus is passionate about providing high net worth individuals, families and business owners with comprehensive financial planning advice and solutions, including cash flow and retirement needs analysis, tax planning strategies, risk management, philanthropy and estate planning. Drawing on his experience in tax and public accounting, his clients benefit from a depth of insight and unique foresight into a diverse range of situations, facilitating actionable recommendations.
 
Magnus joined BMO Wealth Management in 2016. Prior to this role he was an accountant with KPMG for 7 years, including the last 4 years as a tax specialist. Magnus has experience with a wide variety of tax issues, including personal, corporate, trust, and non-resident tax.
 
Using a holistic approach, Magnus collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Magnus’s goal, as part of the Enterprise Wealth
Planning team is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.
 
• Bachelor of Business Administration (BBA) with a major in Financial Services and Accounting
• Chartered Professional Accountant (CPA), Chartered Accountant (CA)
• Certified Financial Planner (CFP)
• CPA In-Depth Tax Course