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

US CPI March 2024 and Bank of Canada April Meeting

A stubborn CPI report continues to erode rate cut expectations by the Fed for 2024 while the Bank of Canada holds rates steady for a sixth consecutive meeting while laying the groundwork for a rate cut in June or July....

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Growing Divergences

There is growing divergences between the Canadian and US economies with the US economy being surprisingly resilient versus a struggling Canadian economy....

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April 2024 Market Newsletter

We are entering a period of globally synchronized Quantitative Easing as we expect global rate cuts in the coming months. As such, financial markets have continued their bull run, supported by stronger than anticipated Q4 earnings and the resumption...

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January 2024 Market Newsletter

2023 was a year defined by the markets climbing the wall of worry to recover from the 2022 drawdown....

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Mastering Shareholder Loans: A Comprehensive Guide for Business Owners

Shareholder loans are a nuanced financial instrument that can be highly beneficial for business owners when used correctly. These loans offer a way to manage personal and business finances flexibly but require careful navigation to avoid tax issues....

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