Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

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English

Kevin has been with the Edmonton branch of National Bank Financial since 1986, and is a Senior Wealth Advisor.

Prior to joining National Bank Financial, Kevin attended the University of Calgary where he obtained his Bachelor of Commerce degree.

With over 35 years of experience, Kevin is a seasoned veteran in the financial marketplace. His strategies are based on contrary thinking, and he has helped clients achieve their goals through all market conditions.

Kevin supports families dealing with juvenile diabetes through his involvement organizing the Kids ‘N’ Us annual conference. He is also an active member of the Edmonton Executive Association.

Wealth Advisor and Portfolio Manager

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English

Chris has been with National Bank Financial since 2006, joined the KM Advisory Group in 2007 and has extensive experience in the financial industry. Chris completed his Bachelor's degree in Economics at the University of Alberta, and has subsequently received his Canadian Investment Manager and Financial Management Advisor designations.

Chris is a registered Portfolio Manager able to offer discretionary portfolio management services to clients of the KM Advisory Group. Portfolio Managers are held to the highest standard within the investment industry in Canada with a fiduciary duty to act in the best interests of clients. As a portfolio manager, Chris can handle all the necessary decisions involved in the day-to-day portfolio management based on an agreed Investment Policy mandate.

Chris is also an associate member of the Edmonton Executive Association.

 

Wealth Advisor and Portfolio Manager

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English

Kyle has been with National Bank Financial since 2005, and joined the KM Advisory Team in 2006. Kyle received his Bachelor of Science degree with Specialization in Mathematics and Finance, with Distinction, at the University of Alberta. He has subsequently received the Canadian Investment Manager and Derivatives Market Specialist designations. Kyle also completed the globally recognized Chartered Financial Analyst program in 2012.

Kyle is a registered Portfolio Manager able to offer discretionary portfolio management services to clients of the KM Advisory Group. Portfolio Managers are held to the highest standard within the investment industry in Canada with a fiduciary duty to act in the best interests of clients. As a portfolio manager, Kyle can handle all the necessary decisions involved in the day-to-day portfolio management based on an agreed Investment Policy mandate.

Kyle is also an associate member of the Edmonton Executive Association.

Natalie Schlamp

Wealth Associate

Jennifer Boucher

Associate

Our partners

Our financial advisors | KM Advisory Group | National Bank Financial - Wealth Management
Connie Hykaway, Senior Advisor, Estate Planning, collaborator

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.

Our financial advisors | KM Advisory Group | National Bank Financial - Wealth Management
Photo of Charlene Sunderland, Premium Banker, collaborator and partner.

Charlene Sunderland

Premium Banker

National Bank of Canada
 

As Premium Banker, Charlene Sunderland provides a full suite of banking and lending solutions tailor-made for clients of National Bank Financial - Wealth Management (NBFWM). Working exclusively with Wealth Advisors, and as a complement to the existing advice provided by NBFWM, Charlene assures continuity in the execution of their clients’ wealth management strategies. With over 15 years of experience in the financial industry, she is recognized for her leadership skills and her considerable knowledge of banking, lending and financial services.

  1. 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.

  2. 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.

  3. 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.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.