Stephen Kunn, BA, CFP, CIM
Portfolio Manager & Financial Planner
Stephen has been advising in the investment industry for 15 years. He focuses on our client’s financial goals and making timely investment decisions. Stephen holds the industry’s most distinguished designation: CERTIFIED FINANCIAL PLANNER® Professional and the Chartered Investment Manager designation.
He is married to Rebecca, who is a Registered Nurse. They are proud parents of their four beautiful daughters McKenna, Emmerson, Isla and Claire. Stephen's interests include: being with his family, mountaineering, skiing and hard work. Stephen is an active member of his church, and has an active leadership role in several local organizations.
Nathan Johnson, CFP, CFA, BA
Associate Portfolio Manager
Nathan joined BMO Nesbitt Burns in 2021 and enjoys helping clients reach their investment and financial goals. He seeks to genuinely understanding every client’s unique needs and strives to make a positive impact on people’s lives. Previously, Nathan worked at an independent investment firm for 6 years. He also worked at Husky Energy in their treasury department assisting in the company’s cash and hedging needs. Nathan learned from a young age about compound interest and the difference between paying it and earning it. This caught his attention and spurred his desire to learn all he could about investing and financial planning. Nathan is a CHARTERED FINANCIAL ANALYST™ and CERTIFIED FINANCIAL PLANNER™.
Nathan is married to Kimberly and they have four beautiful children. They love making family memories while biking, camping, and skiing. They like to keep their family busy and are actively involved in their church organization.
Katie McLeod, BBA
Katie has been with BMO Nesbitt Burns since 2013, where she has helped the team excel by executing her skill of providing excellent client care. Katie holds a Bachelor of Business Administration degree with a double focus in Marketing and Management. Her friendly, outgoing personality is an asset to the team and admired by her colleagues. Katie grew up on the West Coast of British Columbia and enjoys spending time with her family, traveling, and considers herself an up and coming gourmande!
Katie and her husband Tyler welcomed a daughter in 2021, and are enjoying the first stages of parenthood together.
Client Service Assistant
Lenore joined BMO Nesbitt Burns in 2018 following a 13 year career as a nurse and a previous 5 year career in the banking industry. After choosing to stay home for a few years to raise her two daughters, she made the decision to return to a career in the personal financial services industry where she feels her interpersonal, organizational and administrative skills are best utilized. Lenore has a passion for interior design, health & wellness, cheering for the Calgary Flames & Stampeders, and spending time with her family.
After having worked with BMO Retail banking for two years, Marley joined our BMO Nesbitt Burns team in 2021 where she enjoys building strong client relationships using her personal and organizational skills. Marley holds a Bachelor of Business Administration degree with a concentration in Financial Services.
Born and raised in Calgary she loves so much about her city so when she is not working Marley enjoys spending time with family, traveling to new places and testing her skills in the kitchen.