Depth. Breadth. Strength. Performance.

 

Welcome to Criterion Capital Group

At Criterion Capital Group we believe that our success is based fundamentally and irrevocably on relationships. That is why our practice is run as a “family office”.

Responsiveness, candor, warmth and trust describe both the way we treat one another as colleagues and how we treat you as a client.

Jim Keith, B.Comm.

Vice-President & Director, Portfolio Manager

250-372-5675 | Email me
250-319-3850

Responsible for the overall strategy and direction of Criterion Capital Group, Jim has been in the investment industry since 1984.

His professional qualifications, combined with extensive experience with a broad range of financial products and services, means that Jim can advise our clients on a wide range of financial, investment, insurance and inter-generational wealth transfer issues. Jim is consultative and profoundly client focused.

Jim serves on the board of the Royal Inland Hospital Foundation and the Robert L. Conconi Foundation. An outdoorsman, he also enjoys flying. Jim is a dedicated family man, with a wife and four daughters.

Bruce Cunliffe, B.Comm., CPA, CA

Associate Advisor

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250-371-7579

A former partner with a national accounting firm, Bruce specializes in the unique needs of high net worth individuals and families.

Creative and analytical, he is skilled at reducing complex financial challenges to clear, concise solutions. Bruce is adept at working with professionals from other disciplines to meet client goals.

He has worked on the Boards of non-profit and charitable organizations. His interests include hiking, golf and travel.

Rob Wilson, B.Comm., FCSI

Associate Advisor

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250-572-0863

A Fellow of the Canadian Securities Institute, Rob has been advising clients on wealth management matters since 1996. Rob provides expertise in the management of a broad range of investments and develops customized investment strategies designed to help clients achieve their financial goals.

Married with three young boys, Rob is active both at home and in the community. He sits on a number of boards and committees at the local and provincial level and is a past Campaign Chair for the United Way-Thompson Nicola Cariboo.

Sarah Cuzzetto, B.B.A.

Associate Advisor

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Sarah was selected by the Criterion Capital Group because of strong recommendations from many at RBC, with whom she worked with since 2001.  Her career began in personal banking, then moving on to commercial and small business banking.  Her knowledge and high professionalism have earned her the respect of her colleagues and industry professionals alike.  She is a graduate of Thompson Rivers University, BBA with a focus in Finance.

Sarah is a long time resident of our community.  She spends free time with her husband and 2 young children skiing and exploring all of Kamloops’ local lakes and parks.

Joyce Buchanan

Associate

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With a Canadian securities designation, in combination with her professional qualifications in fixed income investing and financial planning, Joyce brings 35 years experience in the investment and wealth management industry to our team. Her specialty within our Group is in the implementation and monitoring of individual portfolios.

Her interests include outdoor activities and spending time with her family.

Dorothy Campbell

Associate

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Dorothy began her career in the investment industry in 1979, subsequently rising to the position of branch administrator with a national investment firm, before joining RBC Dominion Securities in 1996. She has completed industry courses for accreditation as a licensed Associate.

Her extensive industry experience, combined with her commitment to a high level of client service, eminently suit Dorothy for her work in key compliance and administrative functions with the Group.

Irene Trinco

Associate

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Irene brings extensive investment industry experience to our team, including seven years as a branch administrator for a major international investment firm.

After joining RBC Dominion Securities as a licensed Associate, she subsequently came to Criterion Capital Group of RBC Dominion Securities in 2006.

Responsible for the administration and compliance functions in our team, Irene's outside interests include reading and hiking.