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Bernard Mung

Portfolio Manager

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

Bernard Mung
Susan Carpenter

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

Contact Me

Risk, Cutting Through The Noise, Understanding You

Managing Risk

I believe that a portfolio should be built with risk management in mind. This means that I structure portfolios using tools that have proven to outperform in volatile markets. 2008 is a good stress test for risk management.  With a full array of investment solutions, I can show you solutions which can do well in neutral or down markets. 

Cutting Through the Noise

You’ve seen it before. Terms like …long –term investing, rigorous investing…risk management every day… continuous investing and so forth.  As the saying goes “the proof is in the pudding”. I’ll show you our track record and how it compares.  I will help you see the big picture, and the details too. After all, the numbers do matter. 


Understanding What Matters Most to You

After over two decades of investment experience, I have learned that no two clients are the same. Everyone has different priorities and goals for what matters most to them. Learning about my clients and developing trusted relationships takes time. In my practice, I limit the number of clients that I will work with so that I have more time to spend with my clients.