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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
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Experience Our Team Approach


 


 
Bernard Mung, BComm, CIM, FCSI, CFA
Portfolio Manager
Tel: (403) 260-9376

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 Hons
     Associate Investment Advisor
     Tel: (403) 260 9312
 
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

 
     Laurie Sibille, CFP®, BComm
Senior Private Banker

Laurie joined BMO financial group over 16 years ago. Laurie moved to BMO Private Banking in 2006 as a lending specialist before moving to her current role as Senior Private Banker in 2007. She is well known for her collaborative approach in working with BMO partners, as well as her strong relationship management skills. Laurie received her Bachelor of Commerce from University of Saskatchewan with a major in finance, is a CFP holder and CIFP association member.


 
     Ron Zaporzan, BComm, CFP®, R.F.P.
Wealth Management Consultant

Ron brings together the knowledge and experience of our in-house tax and estate professionals to develop planning strategies and establish wealth plans, driven by client priorities, helping them achieve their goals, solve problems, and ultimately making them feel good about their financial future and the team of professionals they are working with.


 
     Navdeep Brar, CPA, CA, TEP
Senior Tax Manager, Tax & Estate Planning

Nav advises high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on years of tax and estate planning experience, clients benefit from the depth of his informed insight and his ability to distill complex concepts into actionable strategies.


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

Shawna has been in the Estate and Trust Industry since 2001. 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.



     Lottie Austin, CLU, TEP, CFP®, M.Music, B.Ed
Estate and Insurance Advisor & Senior Vice President

Lottie's clients benefit from her dedication to providing excellence in wealth management and legacy planning and her commitment to developing a plan that will ensure a client's assets and earnings will continue to benefit them throughout their lifetime, as well as enable them to provide for their heirs after their death. Lottie is an accredited Chartered Life Underwriter (CLU), Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP). She is a member of the Conference for Advanced Life Underwriting (CALU), Advocis and the Canadian Institute of Financial Planners. An accomplished pianist, Lottie was a finalist in the 2014 Calgary Honen's ProAm Piano Competition.