Wealth Management Backed by Five Generations of Experience,
and Built for This One

For over 110 years, our family has helped Canadians make smart decisions with their wealth. Today, we continue that legacy by offering full-service discretionary portfolio management and integrated financial planning, tailored to the real lives of the people we serve.

At Bongard Wealth Advisory, we work with a select group of clients across business, medicine, and professional services. These are people who don't want to do it all themselves, but who care deeply about getting it right. We help them navigate everything from business exits and retirement timelines to tax planning, insurance, and wealth transfer across generations.

We take a modern family office approach: coordinated, proactive, and personal. We collaborate with your accountant, your lawyer, and your family to make sure every piece of your financial picture is working in sync. Whether you're growing your business, selling your practice, or planning your legacy, we help you bring clarity to complexity and confidence to every decision.

Why Clients Choose Us

At Bongard Wealth Advisory, we don't just manage investments, we bring order to complexity. Clients choose us because we help them feel confident in their decisions, not overwhelmed by choices. We combine a clear process with decades of experience to keep your financial life moving forward.

We're the first call when a business deal lands, a new chapter starts, or the headlines don't match your portfolio. And we're always ready with answers that make sense.

$350M+
Assets under management
100+ years
Family roots in the financial industry
60+ years
Combined advisory experience
4-person team
Real answers from real people who know your story

The People Behind the Advice

At Bongard Wealth Advisory, you're working with real people who know your story, care about your goals, and show up when it matters.

We're a tight-knit four-person team, combining decades of experience across portfolio management, planning and transitions. Most clients stay with us for years, not because they have to, but because they want to.

Debbie Bongard

Debbie Bongard

CIM, PFP, FCSI

Senior Portfolio Manager

Christopher Bowlby

Christopher Bowlby

CFA, CFP

Portfolio Manager

Mark Parent

Mark Parent

CIM, PFP, FSCI

Portfolio Manager

Rosemary Hart

Rosemary Hart

 

Senior Administrative Associate

Meet the Full Team →

Let's Talk About What's Next

You don't need to have it all figured out. That's what we're here for.
Whether you're planning, growing, or thinking ahead, we'll help you make smart financial decisions with clarity and confidence.

Book a Call →

Latest Insights from Our Team

We publish original commentary on the markets, financial planning, and the issues that matter most to the people we serve. Whether it's navigating a business transition, staying ahead of policy changes, or building a legacy—our insights are written with your financial life in mind.

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Recent Updates

June Market Newsletter: Navigating Regime Change: Trade, Tariffs, and What Comes Next

The first half of 2025 has been characterized by a dramatic regime shift in economic policy following President Trump’s inauguration for his second term....

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The Hidden Costs of Not Planning Early for a Business Sale

Delaying preparation for a business sale can lead to hidden costs like undervaluation and tax inefficiencies. Learn how proactive planning enhances value, reduces risks, and secures financial success....

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Balancing Risk and Opportunity in Investment Management Post-Sale

Effectively managing liquidity after selling your business is key to financial security. Learn how to balance risk and opportunity with a tailored investment management strategy....

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Increased Volatility and US China Trade War Escalation

This last week has been one of the more chaotic weeks in our investing careers, with markets reacting quickly to both changed economic assumptions, social media posts and an escalating trade war between the US and China....

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Navigating the Challenges of Selling a Family Business

Selling a family business is uniquely complex, requiring careful planning and sensitivity to family dynamics. Learn strategies to balance financial priorities, preserve legacy, and navigate emotional challenges....

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