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Stephen Kunn
Katie McLeod
Shanda Matieshin
Lenore Brewer

Tel: 403-260-9304

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
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 has been advising in the investment industry for 14 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.
 

 

Katie McLeod
Senior Sales Assistant - B.B.A

Tel: 403-260-9384

Email: Katie.McLeod@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. 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!

 

Shanda Matieshin
Sales Assistant

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 her number one priority. Shanda’s love for adventure and new life experiences helps her live life to the fullest. Outside of the office, Shanda enjoys spending quality time with family, hiking, snowboarding and travelling to new places.
 

Lenore Brewer
Sales Assistant

Tel: 403-260-9360

Email: lenore.brewer@nbpcd.com
 
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.   
 


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 our 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 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.
 

 

Kimiko Comeau
Director, Business Advisory and Succession Planning - CFA

Kimiko is part of the Business Advisory & Succession Planning team, which provides our 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.
 

Stephanie Caron
Director,Wealth & Tax Planning Consultant - CPA, M.Tax

Stephanie brings the full power of BMO by working with a collaborative team of experienced professionals, providing the advice our High and Ultra-High net worth families need in order to make difficult and important decisions to achieve their goals. Leveraging extensive experience advising private companies and their owners, our clients benefit from her deep tax and succession planning experience being incorporated into tailor-made wealth and tax planning solutions to meet the unique, and often complex, needs of affluent families. Her solutions are practical and integrated, allowing our High and Ultra-High net worth families to easily understand and take action on the wealth plan.

Stephanie is a CPA with a Masters degree in tax and has over 10 yeras of tax and business advisory experience. Prior to joining BMO, Stephanie was a senior tax manager with Deloitte, being a trusted business advisor for private companies, its management team and their shareholders. She is known to deliver exceptional client service; offering end to end services from inception, through the entire lifecycle for businesses and families. Her practice mainly focused on private companies, primarily in the real estate, construction and financial services industries. Her experience includes: advanced tax corporate reorganization, succession and estate planning, Merger and Acquistions transactions, Canadian Tax compliance and mentoring team members.

 

 

Lisa Kayaga
Director, Estate Planning - LL.B, LL.M, TEP

 

Lisa is part of our High Net Worth specialists team and she advises our high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, our clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.

Prior to joining BMO Wealth Management, Lisa was with a national trust company where she dealt with High Net Worth clients and advised them on their complex estate planning. Earlier in her career she practiced law in Ottawa, Ontario. Her practice was focused on private client services including estate planning, wills, trusts and estate administration ranging from routine matters to complex multi-jurisdictional estates.