Blaine is the principal of The Kunz Financial Group, a Portfolio Manager, and Wealth Advisor at National Bank Financial. He holds the Chartered Investment Manager (CIM®) designation. With over 30 years of experience, he designs prudent, long-term financial solutions, assisting clients with planning their overall wealth strategy and retirement planning using The Kunz Financial Group’s asset dedication strategy and wealth management process.
We work together to achieve your goals
We all have unique goals. Let us help you reach and maintain yours. Growing and preserving your wealth demands on a team approach. Together with our partners, we offer a range of specialized services to meet your goals including personalized retirement planning, estate planning and insurance through our in-house estate and insurance advisors. In turn, we work with your tax and legal advisors to ensure you are minimizing taxes and potential estate costs in the most efficient manner, no matter what your unique situation is.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
English
Eric brings a wealth of financial education and experience to our team. Eric was raised in Medicine Hat and obtained his Bachelor of Commerce (Finance) and Bachelor of Arts (Economics) from the University of Calgary in 2001. He furthered his education by becoming a Chartered Financial Analyst (CFA) charter-holder in 2004. CFA is a globally recognized professional designation awarded by the CFA Institute, that measures and certifies the competence and integrity of financial analysts.
Eric’s experience includes working for Scotia Capital in Toronto and New York, initially as a member of their global investment banking training program and, subsequently, as an institutional bond trader. He moved back to Calgary in 2004 to be a partner in a hedge fund called Savoy Capital before being recruited to join Canaccord Genuity where he worked for 11-years in progressively senior roles, culminating in his role as Managing Director & Global Co-Head, Institutional Energy Equity Sales.
Eric’s role within the team will be assisting Blaine with managing client portfolios and helping to deliver excellent customer service and returns for clients.
Wendy Lehr, B.Mgt.
Senior Wealth Associate
English
Wendy offers exceptional client service and supports our team in wealth management services, as well as administration. She is the go-to person for you and your accountants during tax time. Wendy has 24 years of experience in the investment industry. Since joining The Kunz Financial Group in 2011, she has proven her commitment to providing you with the best possible client service.
Dawn Lebsack
Senior Wealth Associate
English
Dawn offers superior client service, support, administrative help and is your first point of contact with the team. She has over 25 years of experience in the financial industry and has been part of the Kunz Financial Group for the past 16 years. Dawn will handle everything from account openings and updates, review scheduling, to money transfers, contributions and withdrawals. She helps deliver the smoothest possible client experience.
Our partners
Cory Papineau, BA, CFP
Senior Advisor, Financial Planning & Advisory Services1
National
Bank Financial - Wealth Management
Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.
Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.
Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.
Connie Hykaway, B.Comm, LL.B, TEP
Senior Advisor, Estate Planning2
National Bank Financial
Connie holds a Bachelor of Commerce degree with a major in Accounting as well as a Bachelor of Laws degree from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association and she has her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. With over 20 years experience in providing estate planning assistance to affluent clients, Connie provides detailed information so clients can make well-informed decisions based upon their personal, financial and tax situations, their personal priorities and the needs of their estate. Her goal is to help clients achieve peace of mind by knowing that their affairs are in order.
David Green
Premium Banker
National
Bank Financial - Wealth Management
As a Premium Banker David advises individuals, families, professionals, business owners and executives on banking, lending and cash flow management. Our Premium Banking service is designed to meet all your banking needs – from simple to complex. David will focus on understanding your needs to provide a full range of personalized banking, lending and payment solutions to help you and your family save time, simplify life and achieve your goals. David has 17 years of banking experience in several different roles including personal and business banking.
When not in the office David enjoys time with his family, hiking, traveling, camping, and riding his motorcycle.
- 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.
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