For over a century, the Bongard family has guided clients through the complexities of the financial markets, rooted in trust, loyalty, and an unwavering commitment to client success.

Now in its fifth generation with my son Chris, we continue a tradition that combines disciplined investing with client-focused care.

This legacy is a personal one, intertwined with my own journey, from early exposure to finance through family to my experiences on the bond desk, each step deepening my understanding and dedication to wealth management.

Foundations of Bongard & Company and Early Expansion

Our journey began in 1912, when my great-grandfather, Robert Ross Bongard, purchased a Toronto Stock Exchange membership, marking the start of our family’s influence in finance. This substantial investment was a commitment to building a trusted financial firm.

Under the leadership of my grandfather, Gordon Ross Bongard, the firm grew across Ontario, gaining a reputation for personalized service and conservative investment strategies. In 1965, a merger with Montreal-based G.E. Leslie & Co. established the firm as a national presence, laying the foundation for the values of stability and trust that define us today.

 

Evolution to Nesbitt Thomson Bongard

In 1977, the family firm merged with Nesbitt Thomson, forming Nesbitt Thomson Bongard. This partnership allowed the Bongard family to bring our client-focused approach to a larger institutional platform.

My father, Gordon R.P. Bongard, maintained our family’s values as he took on the role of honorary chairman. The firm’s expanded resources and influence positioned it to support clients through economic cycles, always with a focus on long-term preservation and growth.

 

Joining BMO Nesbitt Burns

The journey continued as Nesbitt Thomson merged with Burns Fry in 1994, becoming part of BMO Nesbitt Burns. This evolution allowed us to leverage BMO’s expansive resources, from market research to cutting-edge wealth solutions, while preserving the Bongard legacy.

Through each merger and acquisition, our family values remained at the forefront—prioritizing integrity, relationship-driven service, and disciplined investment strategies.

 

A Journey from Fixed Income Trader to Wealth Advisor

My own career began on the institutional bond desk at Wood Gundy, where I developed a foundation in asset allocation, risk management, and disciplined analysis.

After five years in this demanding environment, I joined the Nesbitt Thomson Bongard, beginning with no clients of my own.

My father encouraged me to build independently, teaching me resilience and self-reliance.

My grandfather, who accompanied me to work daily, became my mentor, showing me that wealth management is as much about relationships as it is about strategy.

This balance of technical expertise and client care defines our approach today and serves as the cornerstone of Bongard Wealth Advisory.

 

A Philosophy Refined by Generations

In 2022, we celebrated 110 years in finance—a milestone that reflects our commitment to ethical investing and thoughtful, long-term strategies.

Our investment philosophy, shaped by generations, prioritizes high-quality, resilient investments.

This approach has been tested through major financial events, from market crashes to economic recoveries, reinforcing our focus on stability, disciplined growth, and trusted client relationships.

 

A Legacy for Future Generations

With Chris now part of the team, we bring continuity and a renewed commitment to future generations. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), he extends our family’s legacy with a modern perspective, ensuring clients benefit from the insights of both traditional and contemporary wealth management approaches.

Together, we look forward to guiding clients through every stage of their financial journey, honoring the values of stability, growth, and care that have defined Bongard Wealth Advisory for over 100 years.

 

Ready to Secure Your Financial Future?

Our holistic approach ensures that all aspects of your financial life are integrated seamlessly, providing peace of mind and financial confidence.

 

Contact Us Today To Start Your Personalized Wealth Management Journey