Stephen Kunn
Investment Advisor @Bmo Nesbitt Burns
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WORK HISTORY
Investment Advisor @Bmo Nesbitt Burns
EDUCATION
University of Calgary
BA, Political Science, Economics
SKILLS
ABOUT STEPHEN KUNN
My Mission is Simple - To Give My Client\'s Peace of Mind. Wealth management goes beyond investment advice to address a wide range of areas related to all your goals. My services are designed for families, individuals, businesses and other organizations that require professional assistance managing their wealth. My typical clients include: Business owners, Professionals, Executives and retirees who consider their wealth a means to accomplishing what is most important to them. Our comprehensive approach begins by helping you determine what is important for you to achieve. We then build a custom-crafted plan which identifies the risks your goals will face but we also include a road map for eliminating or mitigating those risks. Specialties: Portfolio Management - Asset Allocation, Canadian & U.S Equities and Fixed Income.Risk Management - using estate and insurance planning I help my clients minimize or eliminate risk.Financial Planning - As a Certified Financial Planner I build personalized financial plans for my clients.I am backed by the Bank of Montreal – one of Canada’s leading full-service wealth management firms – you can be confident that you will get the professional advice and services you
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