Our investment advisors are both licensed portfolio managers with extensive experience managing individual as well as institutional portfolios. Blaine Kunz holds the CIM designation and has over 30 years’ experience managing customized portfolios for high-net-worth clients. Eric Van Enk joined the team in 2022 and is a CFA charter holder with 20 years of experience in investment banking & institutional portfolio management. Please see the ‘Our Team’ section of our website for biographies of our team members.
Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our services
These services are offered by third party specialists. 1, 2, 3
The Kunz Financial Group has an experienced estate lawyer employed by National Bank Financial who specializes in estate planning and works closely with our financial planner to ensure our clients receive the best advice and have current and thoughtful estate planning documents in place.
The Kunz Financial Group has an experienced financial planner employed by National Bank Financial who is dedicated to building comprehensive financial plans for our clients. Our financial planner works closely with our estate planner to ensure our clients have peace of mind in terms of their estate and financial goals. This process is seamlessly integrated with our portfolio management team which creates tailor-made portfolios for clients based on their risk profile, stage of life as well as estate and tax planning requirements.
The Kunz Financial Group strives to deliver the highest level of customer service which means we work proactively with our client’s legal and accounting representatives to fully integrate tax, estate and financial planning requirements; maximizing after-tax returns and creating peace of mind for our clients. With our client’s permission, we will provide all necessary information directly to their accountant for year-end tax preparation, saving them time and money.
The Kunz Financial Group believes in philanthropy and helps our clients achieve their philanthropic goals. We have partnered with local charitable organizations which allow us to manage donations on behalf of the charity and create tax benefits for clients.
Clients of the Kunz Financial Group receive exclusive access to a personal banker at no additional cost. This access allows our clients to receive preferential borrowing rates, free banking accounts as well as a free credit card with travel benefits.
Our investment advisors are both insurance licensed, allowing the Kunz Financial Group to fully integrate life, accident and sickness insurance into our clients’ financial planning requirements. We believe insurance is a tool that is best used when fully integrated into the portfolio management and tax planning process.
Simplifying your life
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Our purpose
Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
Toolbox
Our useful resources will help you effectively manage and better understand your finances.
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
