Debbie has over 35 years of experience. She began her career on the institutional bond desk at Wood Gundy before joining her family at Nesbitt Thomson Bongard. She later founded her own practice with guidance from her father and grandfather.

She has completed specialized mastery training through the Financial Transitionist Institute in the United States. Her work includes helping individuals and families make financial decisions during major life changes.

At Bongard Wealth Advisory, Debbie leads the practice’s investment management and works with clients on their financial plans.

Outside of work, Debbie has three sons and two Labradors. She enjoys summers at her cottage in Pointe au Baril. She serves on the board of the West Parry Sound Hospital Foundation and chairs its Northern Angel Council.

Christopher joined Bongard Wealth Advisory in 2011. He works on portfolio construction and financial planning, and explains investment decisions to clients.

He holds the CFA and CFP designations and writes the team’s blog and client newsletters on investing and financial planning.

Christopher is the fifth generation of the Bongard family in finance. He works alongside Debbie and Mark on the team’s portfolios and client plans.

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

Mark has 28 years of industry experience, including 25 with BMO Nesbitt Burns. His mother’s career at National Bank introduced him to banking and the responsibility of looking after clients’ wealth.

At Bongard Wealth Advisory, Mark works closely with Debbie and Christopher to manage portfolios and implement investment strategies. He holds the CIM and CEPA designations.

Outside of work, Mark lives in Markham with his wife, Concetta, and their two daughters, Victoria and Olivia. He enjoys baseball and playing in softball leagues.