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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Most Recent Newsletter

Welcome to our January newsletter. In this newsletter, we have a selection of articles, including a few that we wrote ourselves, that we think may be of interest to you, your family and friends. Please feel free to share this newsletter with anyone you think it may help. Furthermore, if you are having any trouble accessing any of the articles please let us know and we would be happy to assist.
We welcome any feedback that you may have or if you have any questions or wish to discuss more, we are always here to help.
Debbie, Chris, Mark and Rosemary
2019 Financial New Year’s Resolutions
The new year is a good time to analyze where you are at and to make plans for 2019.  We created a list of nine ways to get your financial house in order in 2019 and create a process oriented mindset to keep your resolutions. Read more on our blog here.
Six Ways to Ease the Transition to Retirement
One of the most stressful transitions one can go through is entering retirement. Working provides us with a community, sense of purpose and a routine and many retirees struggle with what to do once they lose this structure in retirement. (I can attest to this when my husband had a year of “garden- leave” in 2016) This article from Next Avenue looks at this transition and gives 6 tips on how to navigate this transition.
How to Survive a Market Correction or Bear Market
With the market pullback at the end of 2018 and the potential for an economic slowdown in 2019 and 2020, this article discusses what you should focus on during the pullback in the financial markets and how to use it to your advantage. Read more on our blog here.
The Real Reason People Fail To Save Enough For Retirement
This is a great article from Jason Heath in the Financial Post discussing what caused Canadians to not save enough funds for retirement. Read this article here.
The Retirement Downsizing Myth
For a majority of Canadians, their house is one of their largest assets and many plan to downsize to use their real estate assets to help fund their retirement. This article from IRIS takes a deeper look into downsizing here.
When to Go Where in 2019
While it is -15 degrees outside and snowing, it is often a time to dream of warming locales and where to travel in 2019. Bloomberg has featured a good article on where and when to go and booking your trip at the right time, or the right time of year, could lead to huge savings. Read the Bloomberg article here.
Bongard Wealth Advisory Group
BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, Ontario
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