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. |