With over 35 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.

Debbie has completed specialized mastery training through the Financial Transitionist Institute in the United States, focused on helping individuals and families navigate major financial transitions. This training supports her work guiding clients through periods of change, when financial decisions intersect with uncertainty and long-term priorities.

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.

Christopher has been with Bongard Wealth Advisory since 2011. As one of three Portfolio Managers on the team, he focuses on portfolio construction, financial planning, and making sure clients actually understand what's happening with their money, not just what they own, but why.

He holds the CFA and CFP designations and writes the team's blog and client newsletters, breaking down market noise into what actually matters for long-term investors.

As a fifth-generation member of the family practice, Christopher represents continuity into the future of the team, combining formal training with hands-on experience gained through daily collaboration and shared decision-making.

Outside of work, Christopher enjoys spending time with his wife, Nadia, and daughter, Sophia. His interests include travel, cooking, tennis, running, and skiing.

With 28 years of industry experience, 25 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.