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Bernard Mung

Portfolio Manager

Tel: 403-260-9376
Tel: 403-260-9312

Bernard Mung
Susan Carpenter

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Contact Me

Providing Trusted Wealth Management Solutions

 

Working with Us

It is about  independent and objective investment solutions and not settling for just mediocre or good when there is a better or best. 

It is about the potential for better returns, better downside protection in volatile markets, at a fair and competitive price.

With over 20 years of financial services experience and a CFA Charter holder, I provide trusted, discretionary, wealth management solutions where my clients come first. In addition to in house products from the bank, I have a full toolkit of top external asset managers allowing me to add specialized strategies and better manage risk.  
 

Trust

Trust is the cornerstone of our business. I believe trust and relationships can be best built by putting clients first. This means giving your full attention to the clients that have entrusted you with their wealth.

I cut through the jargon and focus on what matters most for your priorities and goals. I believe a handshake is more than just business etiquette.  

Investment firms are different. Individual Advisors are different. I am passionate about what I do and am thankful for the opportunity to help my clients. Through careful planning and ongoing counsel, our success is our client's success. Wealth is hard won and we work equally hard to manage it.

 

Comprehensive Wealth Management 

Investment Management is just one part of what we do. Through our team of experts, we offer a holistic approach including: Private Banking, Financial Planning, Estate Planning and Corporate Executorship Services, Business Succession Planning, and Asset Protection.