Our Team

With over 25 years of experience, Debbie has dedicated her career to aligning clients' life ambitions with strategic financial management. Her journey began on the institutional bond desk at Wood Gundy before joining her family at Nesbitt Thomson Bongard. Rooted in over 100 years of family history in the Toronto financial industry, Debbie’s approach blends the value of treating clients like family with a contemporary, tailored style of wealth management.

At Bongard Wealth Advisory, Debbie leads with a focus on building genuine relationships, customizing financial portfolios to reflect each client’s unique needs. Her specialization in Financial Transition Planning allows her to guide clients through major life changes, combining financial expertise with empathy and support.

Outside of work, Debbie is a mother of three boys and two Labradors. She enjoys summers at her cottage in Pointe au Baril and actively volunteers in her community. She serves on the board of the West Parry Sound Hospital Foundation and chairs their Northern Angel Council. She is also passionate about her work with Camp Kirk, supporting children with special needs.

I have been working with the Bongard Wealth Advisory Team for the last nine years. I am a Chartered Financial Analyst (CFA) Charterholder and Certified Financial Planner® (CFP) and a Life Insurance Advisor. I work on the team as a Portfolio Manager and Associate Investment Advisor working with Debbie and Mark to manage our client's funds on a discretionary basis, help to create wealth plans for clients and everything in between. I also write many of our blog posts and help to curate our newsletters that are sent out of a regular basis.

When I am not at work, I enjoy spending time with my wife Nadia and spending my time travelling, cooking and remaining active playing basketball, soccer and skiing. 

With 20 years of industry experience, 15 of which have been with BMO Nesbitt Burns, Mark’s passion for investment management started at an early age. Influenced by his mother’s long career at National Bank, Mark learned the importance of respecting clients and their wealth. At Bongard Wealth Advisory, he brings this respect and dedication to every client relationship, working closely with Debbie and Christopher to manage portfolios and tailor investment strategies.

Outside of work, Mark lives in Markham with his wife, Concetta, and their two daughters, Victoria and Olivia. He is a dedicated sports fan, especially of baseball, and enjoys playing in softball leagues in his spare time.

Rosemary has worked with Debbie Bongard for over 20 years, bringing more than 30 years of experience in finance to the team. Her extensive background allows her to efficiently address client needs and deliver exceptional service. Having been with the Bongard Wealth Advisory Group for so long, Rosemary has developed strong client relationships, enabling her to provide personalized and effective solutions.