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

Experience Our Team Approach

Bernard Mung, BComm, CIM, FCSI, CFA
Portfolio Manager

Tel: (403) 260-9376
bernard.mung@nbpcd.com
I have over 20 years of combined investment experience. Prior to BMO Nesbitt   Burns, I was a Portfolio Manager in Private Investment Counsel with a leading Canadian bank. I was responsible for managing private client, estate, trust and corporate assets. I was also a member of the Portfolio Manager Advisory Board which provided governance and input on investment products.

I have a deep understanding of the complexities around wealth and the strategies needed to steward wealth. I am an Honours graduate of the Bachelor of Commerce program from UBC. I am a CFA Charter holder, Chartered Financial Analyst, as well as a Fellow of the Canadian Securities Institute (FCSI). I volunteer with Junior Achievement as an in class speaker and enjoy spending time camping and travelling with my family.

Susan Carpenter, BA  
Associate Investment Advisor

Tel: (403) 260 9312
susan.carpenter@nbpcd.com

Susan graduated from the University of Western Ontario with an Honours B.A. in English. Since joining the investment industry in 1994, Susan has completed her Canadian Securities Course, Professional Financial Planner and Wealth Management Essentials courses. 
   

Our Partners

Kimiko Comeau, CFA 
Director, Business Advisory & Succession Planning

Kimiko is part of the Business Advisory & Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. She works with individuals & business owners in the areas of business succession, transition, sale mergers & acquisitions and valuations for the purposes of wealth planning and transfer. Kimiko is an experienced business advisor who brings more than 10 years of technical & business planning expertise to BMO Wealth Management.

Lisa Kayaga, LL.B, LL.M, TEP 
Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.

Shawna Albornoz, MTI, TEP, EPC 
Vice President, Trust Services, BMO Trust Company

Shawna Albornoz is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 130 Estate, Trust, Power of Attorney, and charitable foundation accounts during her career.
 
Through her experience as a corporate Executor and Trustee for high net worth clients, she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation and deal with all fiduciary responsibilities. Shawna holds her MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations and is a member of the Calgary Estate Planning Council (EPC).

Anadi Mehta, CPA, CA, TEP 
Director, Tax Planning

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his “hands-on” approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated.

Grant Brooks, CFP, CLU 
Director, Wealth Planning, BMO Wealth Planning

Grant is passionate about helping high net worth families and business owners to develop a clearly defined comprehensive wealth plan and strategies that serve to assure their retirement needs, minimize tax through optimal cash flows, integrate business planning, and implement appropriate trust and estate planning to fulfill family legacy and philanthropic goals in tax efficient manners. Drawing on a depth of planning acumen and our team of in-house technical specialists, Grant strives to translate complex strategies into understandable solutions that address clients’ planning issues, goals, and concerns, to provide them with a sense of financial well-being and an affirmation of their family’s wealth stewardship.

Deanna F. Nistor, CFP, FMA 
Director, Wealth Planning, BMO Wealth Planning

Deanna is a native Calgarian and has worked in Financial Services for 24 years. As a wealth planning specialist, Deanna works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Deanna provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their wealth complexities to help them make better financial decisions.

Laurie Sibille, CFP, BComm (Fin)
Senior Private Banker, BMO Private Banking

After joining BMO in 2000, Laurie moved to Private Banking in 2006 as a Lending Specialist and subsequently to her current role as Senior Private Banker in 2007. Laurie is well known for her collaborative approach to working internally with Nesbitt Burns Investment Advisors and their clients to meet both their day-to-day banking needs and their more complex requirements. She is committed to providing an exceptional client experience through solutions and strategies that help them meet their financial goals.
 
Laurie received her Bachelor of Commerce from the University of Saskatchewan with a Major in Finance. She is also a CFP charter holder and CIFP Association Member.

Carla Stochmanski
Private Banker, BMO Private Banking

Carla began her career in the banking industry in 2007 and has experience in retail, small business, and wealth management. She joined BMO in 2017, working primarily with high net worth individuals and families, managing their day-to-day banking, and providing tailored solutions to increase their overall wealth.
 
Previously, she held progressively senior positions in the Financial Services industry, including Senior Personal Banker and Financial Solutions Specialist, before transitioning into Wealth Management. Carla is well-regarded in the industry for her professionalism, work ethic, and client-centric approach, as well as her community involvement.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.

Crisanta Winslow
Associate Private Banker, BMO Private Banking

As an Associate Private Banker for Nesbitt Burns, Crisanta collaborates with BMO Nesbitt Burns Investment Advisers to assist their clients by customizing solutions and managing client’s immediate banking needs while ensuring there is a plan in place to optimize their finances.  Crisanta offers lending expertise in the field of personal banking and has a strong knowledge in everyday banking products.  She aims to deliver great banking experiences and strengthen the loyalty of BMO Nesbitt Burns clients.