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Deborah Bongard
Christopher Bowlby
Mary Yoannou
Rosemary Hart

Tel: 416-359-7592
Fax: 416-359-5706

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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"What Life Changes are you Facing?"

Welcome to the Bongard Wealth Advisory Group at BMO Nesbitt Burns. For five generations, our family has guided individuals, families and business owners through the many challenging life transitions.


In these moments, you want an Advisor you can trust – one that has a reputation for giving sound financial advice and being the voice of calm in emotionally charged moments. You can count on our soft shoulders and our sharp minds to help you navigate whatever life is throwing at you

In 1912, my great-grandfather, Mr. Robert Ross Bongard obtained membership in the Toronto Stock Exchange. My grandfather and father followed in his footsteps and continued to pioneer financial advances and set standards to improve accountability and transparency in a pre-computer age.  As the financial industry has evolved, so have we.

The generations before us have passed down their knowledge and wisdom through stories, habits and experiences. We in turn are fortunate to work with multiple generations of our client’s families. It’s not uncommon for us to work with an entire extended family - grandparents, parents and children - to preserve and grow each generation’s financial standing.

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