110 Years of Wealth Advice


The Bongard Wealth Advisory Group takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk. Our team's family office approach to wealth management and investment strategy is based on our family's history of being in the financial services industry for over 100 years. 

Our team works with you and your family to assess your unique needs and develop a tailored holistic financial plan and wealth management strategy incorporating investment management, retirement planning, insurance planning, estate planning and philanthropic goals. Our team works with your accountant and lawyer to develop tax and legal strategies to provide you and your family with personalized wealth advice.

Who We Help


Our team works with various investors, including multi-generational families, incorporated professionals, executives, business owners and foundations.

Full-Service Wealth Management

We specialize in full-service wealth management. We offer a wide variety of financial services, including financial planning and discretionary wealth management, to help you reach your financial goals.

Our Approach

Our team has a unique approach to wealth management based on 100 years of experience in the financial industry. 

Our Team

Debbie, Chris, Mark, and Rosemary have over combined 75 years of wealth management expertise. Our team is here to help with all of your wealth management needs.

Recent Updates

Bolstering Your Financial Literacy

Financial literacy is a fundamental and necessary skill every person should develop to ensure the protection and growth of your wealth....

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October Market Newsletter

The month of September saw continued rhetoric from central bankers in both Canada and the US that rates may continue to be hiked to bring inflation back to its target....

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Deciphering FHSA, RRSP, and TFSA for Canadian Home Buyers: A Financial Planning Perspective

With the introduction of the First Home Savings Account (FHSA) alongside existing options like the Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), Canadians now have more avenues to support their financial objectives....

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Summer Market Newsletter

The first half of 2023 has been characterized in a reprisal of animal spirits in the US and rebound in the more interest sensitive names as the central banks in Canada and the US move closer to their terminal rate hikes....

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Financial Planning Strategies for Incorporated Physicians

Managing finances as an incorporated physician requires an integrated approach, considering both tax efficiency and investment growth....

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