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Craig Mackinnon, B.Mgt, CFP, CIM

Associate Investment Counsellor

Tel: 250-469-4157
Tel: 250-861-1620

Address
294 Bernard Ave
Kelowna, BC
V1Y 6N4
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Our Partner

Our Partners

Sara M. Johnson, Ph.D, LL.M (US LAW), CFP, CWM, TEP 
Director, Wealth Planning, BMO Wealth Planning

Sara joined BMO Private Banking in Kelowna, BC, in 2011, and she has been with the BMO Financial Group in various financial planning and sales capacities for the past eighteen years. Sara has a passion for both industry and academia and has over a decade of professional experience in estate and family business succession, art and collections planning. Fluent in Italian, French and understands Spanish and Dutch.

Magnus Aaserud, CPA, CA, CFP 
Director, Wealth Planning, BMO Wealth Planning

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.

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

Holly Castle, CPA, CA, TEP 
Director, Tax Planning

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated team of wealth planning professionals. Drawing on almost two decades of tax consulting experience, clients benefit from her ability to first understand their specific goals and objectives and then to incorporate and communicate the related tax and estate planning complexities in an easily understood manner. Holly offers guidance on tax structuring, estate planning, post-mortem planning, business succession and charitable giving, creating tailored solutions for a diverse group of clients.