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Stephen Kunn
Katie Battison
Chantel Bahan

Tel: 403-260-9304

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

Meet Our Team



 

Stephen Kunn
Investment Advisor & 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
Investment Representative - 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!

 

Chantel Bahan
Administrative Assistant

Tel: 403-260-9360

Email: chantel.bahan@nbpcd.com
 

Chantel’s role as our Client Service Assistant includes daily management of client accounts, providing ongoing client communications and acting as a primary contact for administrative inquiries. Chantel has over 5 years of investment experience and along with her professional demeanor and positive attitude compliment the team’s commitment to achieve a high level of client satisfaction. Chantel is married and they have one son and two dogs. Her interests include reading, golfing, and adventuring with her family.

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).

 

Lottie Austin
Senior Vice President, Estate and Insurance Advisor - CLU, TEP, CFP®, M.Music, B.Ed
 

Lottie is an Estate and Insurance Advisor with a wealth of insurance and estate planning expertise. She holds the professional designations of Chartered Life Underwriter (CLU), CERTIFIED FINANCIAL PLANNER ® professional, and Trust and Estate Practitioner (TEP). She works collaboratively with us to prepare customized strategies for enhancing our client's financial position to ensure their assets and earnings continue to benefit them during their life as well as enabling them to provide for their heirs after they pass. 
 

Lottie is National and Calgary Chair of the Society of Trust and Estate Practitioner's (STEP) Student Liaison Committee.  Lottie is also a member of CALU, Advocis and the Canadian Institute of Financial Planners.

 

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.