Investment management at Bongard Wealth Advisory is more than selecting assets; it’s a strategic partnership focused on growing and preserving your wealth.

Our tailored approach is rooted in proactive management and advanced diversification strategies, balancing high-quality equities, fixed income, and alternative investments.

We aim to deliver long-term growth while safeguarding your portfolio against market fluctuations. With a focus on personalized service, tax efficiency, and ongoing performance optimization, we are dedicated to aligning your investment strategy with your unique financial goals.

Our Investment Philosophy: Quality, Consistency, and Insight

Our investment philosophy is deeply rooted in the 100-year legacy of the Bongard family, blending time-tested principles with a forward-looking approach. Guided by generations of experience, we prioritize high-quality companies with resilient cash flows, strong fundamentals, and sound management.

This philosophy—refined over decades and economic cycles—focuses on long-term growth, capital preservation, and stability. We approach each investment decision with a commitment to quality, drawing on the insights and disciplined practices honed through our family’s enduring legacy in financial services.

Our analysis incorporates insights from leading market sources, such as BMO Capital Markets, JP Morgan Markets, and others, ensuring that we select investments capable of sustaining growth through various economic cycles.

  

Equities and Strategic Diversification

Equities form the core of our portfolios, focusing on growth potential through resilience and sector stability.

Our strategy typically involves 30-40 companies across Canada and the U.S., offering targeted exposure that minimizes non-systemic risk without simply tracking broader equity markets.

By balancing industry leaders and innovative growth companies, we aim for robust returns and strategic market outperformance.

  

Fixed Income for Stability and Cash Flow

For the fixed-income portion, we build portfolios of investment grade individual corporate bonds, allowing greater control over yields and maturity structures. This strategy supports portfolio stability, serving as a counterbalance to equities and providing liquidity during market downturns.

We prioritize high-quality securities, carefully analyzing credit risk, duration, and yield, so that your portfolio remains resilient across economic cycles.

 

  

Alternative Investments for Diversification and Growth

As part of the BMO Family Office platform, we offer access to exclusive alternative investments, including private equity, venture capital, real estate, and private debt.

These non-traditional assets provide enhanced diversification and act as a buffer against public market volatility, contributing both stability and upside potential through unique investment opportunities.

  

Strategic Tax and Cash Flow Management

Effective tax management is essential to maximizing your investment returns. Owning individual securities allows us to better control capital gains in non-registered accounts, optimizing tax timing for enhanced cash flow. Our team collaborates with tax advisors to structure investments efficiently, leveraging strategies such as tax-loss harvesting to further reduce taxable gains.		  

Comprehensive, Transparent Reporting and Portfolio Tracking

Our clients have access to in-depth reporting and real-time tracking of their portfolios.

Through our secure client portal, you can view detailed performance metrics, transaction history, and tax-efficient cash flow summaries, all designed to keep you informed and in control.

We regularly review each portfolio, providing updates on performance, market outlooks, and strategic adjustments.

  

Ready to Elevate Your Investment Strategy

Our investment management approach is a dynamic, personalized service, balancing strategic asset allocation with proactive adjustments to keep pace with changing markets and your evolving needs. Contact us today to explore how our strategies can support your financial future with resilience and growth.

 

Contact Us Today To Create Your Personalized Investment Strategy