Banking, Simplified

Modern financial life deserves more than a call center.

At Bongard Wealth Advisory, banking isn't an afterthought. It's the connective layer that holds your financial plan together and when it works, you barely notice it. When it doesn't, the friction is immediate.

That's why we work directly with BMO's Private Banking, Commercial Banking, and Trust Services teams to coordinate high-touch solutions across every part of your financial life.

From cross-border lending to business banking and estate execution, we make sure your money moves where it should, without delays, confusion, or red tape.

Banking Services We Coordinate

We don't just "offer banking." We connect you to real people inside one of North America's strongest financial institutions and stay involved every step of the way.

Private Banking Client Services

Think of this as concierge banking for busy people. You send an email — they handle it. No waiting, no explaining. Ideal for money movement, wire transfers, and day-to-day administration.

Private Banking

Dedicated bankers who handle mortgages, lending, and personal banking — fully coordinated with your advisor, so no detail falls through the cracks.

Commercial Banking

For business owners, we introduce you to the right relationship managers — mid-market, real estate, trade finance, you name it. We tell your story so you don't have to repeat it.

Trust and Estate Services

Corporate executor services and trust administration for complex transitions — ideal for blended families, international heirs, or situations requiring a neutral third party.

Real-World Use Cases

  • Selling your company? We'll connect you to business sale advisors, transition bankers, and estate experts, at no extra cost.
  • Buying a home in the U.S.? We'll introduce you to cross-border mortgage specialists who speak both sides of the border.
  • Need working capital? We'll help you find the right commercial banking team for lending, syndication, or trade finance.
  • Tired of standing in line at a branch? Just email the Private Banking Services Team.

It's like discovering a better bank; within your bank.

When to talk to us:

  • You've had a frustrating branch experience
  • Your banking is scattered across multiple institutions
  • You're preparing to sell a company or transfer wealth
  • You're navigating a complex request and don't know where to start

We'll help coordinate the right people, ask the right questions, and simplify the entire experience; so your banking works as smoothly as the rest of your plan.

Let's Make Banking Work for You

Banking shouldn't be a pain point. Let's make it an advantage.

Connect with Our Team