Our Team


Together the Kerry Klamut Wealth Management Team brings over 120 years of diverse industry experience and knowledge to provide their clients with the highest quality, personalized service. They believe in a holistic approach to portfolio management, looking closely at clients' whole financial and family situations before building customized investment portfolios.  

Our Pledge: We believe it is prudent to fully understand your portfolio’s risks before a possible correction or downturn in the markets, rather than after. Should you not fully understand the potential risks and downside in your investment portfolio, please Contact Us for a personalized, complimentary portfolio review.

Kerry Klamut, B.Sc. (Math), FCSI, CIM

Vice-President, Associate Portfolio Manager & Investment Advisor

250-770-1205 | Email me

Curtis Formo, CFP, CIM

Associate Advisor & Financial Planner

250-770-1205 | Email me

Caroline Doyle

Associate Advisor

250-770-1205 | Email me

Our Administrative Team


 

Toni Klamut, B.Mgmt.

Administrative Assistant

250-770-1205 | Email me

Our Extended Team of Specialists


 


advisor

Vice-President & Estate Planning Specialist


advisor

Financial Planning Specialist