Bernard Mung

Portfolio Manager

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

Address

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
Map

Contact Me

Our Approach
 
Our approach is different. Because our clients are different.
What is most important to you? Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Your investment advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary