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 and the ability to help guide you through life transitions. 

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

Silicon Valley Bank and the Regional Bank Crisis

In the last week, Silicon Valley Bank (SVB) has gone from being a small regional bank in northern California to the epicentre of a liquidity crisis that has been thrust into the forefront of macroeconomic issues....

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Maximizing Your Dental Professional Corporation

As a dentist, from being both a healthcare professional and business owner, there are many different special considerations to incorporate into your wealth plan....

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Winter 2023 Market Newsletter

2022 was volatile and difficult to navigate with seemingly very few places to hide in both equity and bonds....

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Understanding Personal Holding Companies

Owning an investment portfolio through a personal holding company can provide various tax and non-tax benefits, but can also introduce many other tax considerations that are not applicable when investments are held personally....

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How the New Tax-Free Home Savings Account Can Help You

There has long been a conversation in Canada about rising house prices and a lack of affordability for first-time buyers. The Liberal Government’s 2022 federal budget has allocated $10-billion into solutions to try and tackle this problem, one of whi...

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