The next generation of wealth managers have arrived at Comazzetto Group.
Founded over a quarter of a century ago by Harvey Comazzetto and bolstered by Bob Holden in 2012, they continue to lead a team who believes in providing every client with an outstanding level of care and specialized wealth advice.
“Over time, our team of investment advisors has grown to include myself, Pete
Mullins, Jeremy Comazzetto and Michael Lynn,” says Andrew Bromley.
“More recently, we have expanded our team to include Marina Holden and Alisa Coquet in the role of wealth associates. Jeremy and Marina proudly represent the second generation of their families to work on the team.”
Marina finds it incredibly empowering to be a woman in business working with such a talented and professional group.
“What makes me enjoy my job so much is the connections I develop and nourish with our clients, truly taking the time to ensure that they receive quality advice that will make a significant impact on the lives of them and their loved ones forever,” she says.
“Our team prides ourselves on providing clients with bespoke client care – starting from the moment we meet our clients and their families, well into retirement and legacy planning. Life is dynamic, and we understand that over time our goals and dreams change. We are here every step of the way.”
Comazzetto Group always takes a team approach to serving its clients.
“We want to ensure our clients are familiar with several team members in order to build and maintain long standing relationships,” says Andrew.
“Along with this continuity of care, we also want our clients to have full access to the wide range of skill sets and expertise our team can offer them well into the future.”
That expertise encompasses Bob, Pete and Marina being CPAs with extensive advisory and tax experience, Jeremy’s background in law, Andrew’s and Mike’s track records as savvy portfolio managers and Alisa’s background in tax-efficient charitable giving.
“The sheer size of our team – there are 12 of us – and depth of knowledge and expertise is what really makes us stand out from the crowd and allows us to leverage this experience on behalf of our clients,” says Jeremy.
Comazzetto Group’s incredible administrative team – Megan, Dana, Michelle and Kim – have worked with clients for years and play a key role in the exceptional service offered.
“Our clients are all unique and we tailor our advice to suit each of them,” says Alisa.
“We work with many busy families, business owners, professionals and retirees who value the advice, planning and investment management services we offer. We also enjoy working with our clients’ children and grandchildren in the earlier stages of their education and careers. For example, the new First Home Savings Account (FHSA) is an excellent way for young clients to save for a down payment while minimizing their taxes.”
Peter, who earned his business degree in Australia, worked with KPMG on three continents before settling in Kamloops and joining the Comazzetto Group five years ago.
“I have also received my Trust and Estate Practitioner (TEP) designation,” says Peter.
“Many of our clients are small business owners and medical professionals with unique planning needs and tax considerations. As a CPA, I’m happy to guide them through more complex wealth, tax and estate planning.”
