Skip Navigation

Contact Us

Stephen Kunn
Katie Battison
Shanda Matieshin

Tel: 403-260-9304

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Meet Our Team



 

Stephen Kunn
Associate Portfolio Manager & Financial Planner - B.A, CFP®, CIM

Tel: 403-260-9304

Email: stephen.kunn@nbpcd.com
Connect with me on LinkedIn


Stephen focuses on meeting with our new and potential clients, making investment decisions and meets regularly with our clients to ensure they remain on track. He holds the industry’s most distinguished designation: CERTIFIED FINANCIAL PLANNER® Professional. As well he also holds 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.
 

 

Katie Battison
Associate Investment Advisor - B.B.A

Tel: 403-260-9384

Email: katie.battison@nbpcd.com
 

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. Upon graduation, she left her small hometown on the West Coast of British Columbia to pursue a career in Calgary’s finance community. Her friendly, outgoing personality is an asset to the team and admired by her colleagues. Katie enjoys spending time with her family, traveling and considers herself an up and coming gourmande!

 
 

Shanda Matieshin
Investment Representative

Tel: 403-260-9335

Email: shanda.matieshin@nbpcd.com
 

Shanda joined Nesbitt Burns in 2019 after completing her B.B.A. and working with another Calgary based investment firm. Shanda has always prided herself on creating a great client experience by ensuring client needs are the number one priority. Shanda’s love for adventure and new life experiences helps her live life to the fullest. Spending quality time with family has always been a top priority. Shanda also loves hiking, snowboarding and travelling to new places.
 

Our Partners

Shawna Albornoz
Vice President, Trust Services - MTI, TEP EPC

Shawna is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 120 Estate, Trust, Power of Attorney and charitable foundation accounts during her career. Through her experience as a corporate Executor and Trustee for high net worth clients she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities.

Shawna holds the MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations, and is a member of the Calgary Estate Planning Council (EPC).

 

Sarah King
Estate & Insurance Advisor BComm (Fin), PFP

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management.  She joined the financial industry in 2006 and quickly realized that helping clients was where she wanted to be.   She went on to obtain her Professional Financial Planner designation, and is committed to furthering her education in the field. 
 
Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for a major financial services firm over the past 10 years.  With over 12 years of experience in the Wealth Management industry, Sarah believes in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their specific goals.  Her solutions focus on minimizing the client’s risk, protecting their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines.  Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.
 
An avid cyclist and skier, Sarah brings that same discipline and commitment to a variety of community and personal causes.  Having biked across Canada twice for Kids Cancer, it is evident she is dedicated and determined at whatever she puts her mind to.
 

 

Navdeep Brar
Senior Tax Manager, Tax & Estate Planning - CPA, CA, TEP

As a member of the Tax and Estate Planning team, Nav offers expertise in tax planning, estate planning, wealth transfer and corporate reorganizations. He supports our client engagements and provides tax planning that is focused on broader wealth planning for our clients’ needs.

Nav has more than 8 years of taxation experience and joins us from a mid-sized, international accounting firm as a Tax Manager in Calgary where he gained significant experience in working with HNW clients and business owners in tax and estate planning involving trusts, developing remuneration strategies, Capital Gains Exemption planning and corporate re-organizations. In addition, he has many years of experience in preparing and reviewing personal, corporate, and trust tax returns.

 

 

Kimiko Comeau
Director, Business Advisory and Succession Planning - CFA

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals and business owners in the areas of business succession, transition, sale, mergers & acquisitions, and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical and business planning expertise to BMO Wealth Management.
Kimiko joined BMO Wealth Management in 2018 after more than a decade as a mid-market M&A advisor at a Big 4 professional services firm. With a focus on sell-side advisory services for private Alberta-based companies, Kimiko has worked with companies in a range of industries including oil and gas services, manufacturing, distribution and construction. Kimiko has advised on complex transactions including sales to financial and strategic buyers, management buyouts, and shareholder disputes.