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Bernard Mung

Address

525 8 Avenue SW
Suite 1100
Calgary, AB T2P 1G1

Languages

    English

My Background

I have a deep understanding of wealth management and the strategies needed to help you reach your priorities and goals. I put my clients first. 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 major bank. 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).

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.