Colleen Mahoney, CIM

Portfolio Manager & Investment Advisor

Colleen is an experienced financial advisor in Winnipeg, Manitoba, with nearly three decades of expertise working almost exclusively with BMO Nesbitt Burns. She prides herself in helping clients with portfolio management, retirement planning, and estate planning, among other things. As a managing partner at Mahoney–Kennedy Private Wealth, she continues to focus exclusively on managing high-net-worth client relationships, ensuring each client receives personalized, comprehensive wealth management services.

Colleen has spent 28 years with BMO Nesbitt Burns, where she takes pride in delivering customized financial solutions that align with each client’s goals. She holds the Chartered Investment Manager (CIM®) designation, is Life Insurance licensed and works closely with BMO Estate Insurance Advisory Services Inc., and has completed both the Canadian Securities Course and the Professional Financial Planning Course.

A long-time Winnipeg resident, Colleen and her husband Tim enjoy exploring the city’s arts scene and dining at its finest restaurants. They cherish spending time with their dog, Luna. Colleen is passionate about giving back to the community, dedicating her free time to volunteering and supporting local causes.

Christian Kennedy, CFP®, TEP, CIM®

Portfolio Manager & Financial Planner

Christian brings over 20 years of experience as a Financial Planner, advising high-net-worth families in Winnipeg and surrounding areas of Manitoba. As a managing partner at Mahoney-Kennedy Private Wealth, Christian specializes in delivering an exceptional client experience through comprehensive wealth planning services. These services include investment management, retirement planning, tax strategies, risk management, and ensuring clients' estate planning aligns with their wishes.

Christian holds a Bachelor of Commerce (Honours) degree with a double major in Finance and Marketing from the University of Manitoba Asper School of Business. He has also earned three professional designations: CERTIFIED FINANCIAL PLANNER (CFP®), Trust & Estate Practitioner (TEP), and Chartered Investment Manager (CIM®), further demonstrating his expertise in financial and estate planning.

A long-time Winnipeg resident, Christian and his wife Jennifer live with their three children. Outside of the office, Christian enjoys coaching and playing hockey in the winter and spending summers at their family cottage in the Whiteshell.

Committed to giving back, Christian serves as Chair of the Dakota Community Centre Board of Directors and is the former Chair of the United Way Golf Tournament, reflecting his dedication to supporting the local Winnipeg community.

Nicky Syganiec

Associate

With more than a decade of industry experience, Nicky joined BMO Nesbitt Burns in 2019. She works closely with all members of our team to deliver an exceptional client experience through thoughtful attention to detail and pride in her work. Her passion for our industry, and for people is evident in her relationships with our clients.

In her free time she enjoys spending time outdoors with her partner Marv and their rescue dog ‘Seeka’. They love to cook, travel and spend time at the lake while enjoying the company of family and friends.

Ashley Nikkel

Senior Investment Associate

Ashley began her financial services career in 2007. She joined BMO Nesbitt Burns in 2010 as an Administrative Assistant working towards the Associate Investment Advisor role within our team. Ashley completed the Canadian Securities Course and the Wealth Management Essentials Course with the Canadian Securities Institute successfully achieving her Associate Investment Advisor designation in 2015. Ashley works very closely with both Colleen & Christian on a daily basis helping manage client relationships, investment portfolios and providing financial planning.

After office hours Ashley can be found spending time with her husband Steve and their families. She enjoys reading, travelling and spending as much time as they can out on the water at their cabin.

Jennifer Capstick

Administration Assistant

Jennifer began her career in Financial Services in 2005 and joined Mahoney-Kennedy Wealth Management in 2022. As the leader of our administrative team, she plays an essential role in ensuring smooth operations and delivering exceptional client service. Jennifer is highly skilled in streamlining processes, managing important documents, and facilitating effective communication across the team.

Jennifer and her husband, Daryl, live in Winnipeg with their son, while her daughter is attending university out of province. Outside of work, she enjoys spending time with family and friends, golfing, camping, and travelling.

Paola Leon Olivella

Client Service Associate

Paola supports the financial planners and advisors at Mahoney-Kennedy Private Wealth in Winnipeg, Manitoba, contributing to client service and investment management. With a background in personal banking and investments, she offers a comprehensive understanding of client needs.

Paola began her career in 2020 as a Customer Service Representative at the Bank of Montreal and quickly advanced to Personal Banking Associate, where she achieved the highest sales performance in Winnipeg. In November 2022, she transitioned to BMO Nesbitt Burns, and by July 2024, she earned her Investment Representative license, further developing her expertise in wealth management.

Outside of work, Paola enjoys travelling and spending time with her husband, Andres, and their son, Luca, exploring Manitoba Lakes, hosting BBQs, and enjoying Winnipeg's parks.

Our Partners

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Kurtis Massey, CFP, CIM, TEP

Wealth Planning Consultant, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

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Shane Verity, CFP, TEP

Estate and Insurance Advisor, BMO Private Wealth

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

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Anthony Maros, BA (Econ)

Senior Private Banker, BMO Private Wealth

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.

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Evanthi Livera, BA (Econ)

Private Banker, BMO Private Wealth

Evanthi, with over 10 years of banking experience, joined BMO Private Wealth in Winnipeg in 2019. She specializes in personal and commercial lending strategies for high-net-worth and ultra-high-net-worth individuals, offering tailored solutions for financing and day-to-day banking. Evanthi ensures her strategies align with clients' wealth goals, focusing on identifying needs, assessing situations, and implementing solutions while monitoring borrowings. She holds a Bachelor of Arts in Economics from the University of Manitoba and is a Branch Compliance Officer through the Canadian Securities Institute. Evanthi is a member of the Women Business Owners of Manitoba and serves on the Board of Community Financial Counselling Services.

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Matt Lesage, B.Comm. (Hons), CFP

Private Banker, BMO Private Wealth

Matt is a Private Banker at BMO in Winnipeg, and provides exceptional service and advanced planning for personal and commercial banking needs to successful Canadian families. Focused on helping clients achieve their financial goals, he collaborates with a team to offer comprehensive wealth management solutions, including investment management, planning, and trust services. Since joining BMO Private Banking in 2018, Matt has leveraged his six years of experience in personal banking. He holds a Bachelor of Commerce (Hons) from the University of Manitoba, along with the Financial Modeling & Valuation Analyst (FMVA®) designation and Certified Financial Planner (CFP®) mark. Matt’s commitment to ongoing education ensures he continuously enhances his client service.