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"What Life Changes are you Facing?"

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.