Meet our team

Professionals who listen to your needs.

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

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English

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.

Wealth Advisor & Associate Portfolio Manager

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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

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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

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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 collaborators

Our financial advisors | Kunz Financial Group | National Bank Financial - Wealth Management
Photo of Sakine Rahim, Senior Banking Representative, collaborator and partner.

Sakine Rahim

Senior Personal Banker

National Bank Financial Wealth Management
 

As a Senior Personal Banker, Sakine provides a full suite of banking and lending solutions, tailor-made for clients of National Bank Financial Wealth Management (NBFWM). Working closely with Wealth Advisors and their teams as a complement to the existing advice provided by NBFWM, Sakine assures continuity in the execution of their clients’ wealth management strategies. With over 17 years of experience, both in Private Banking and in Personal Banking, Sakine is recognized for her thoroughness and dedication to clients.

Our financial advisors | Kunz Financial Group | National Bank Financial - Wealth Management
Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

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.

  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.