One of the main questions that I get from young professionals is how to prioritize multiple different goals such as paying down debt, investing for future, saving for a house or wedding and making sure your assets and lifestyle are protected....

As Canadians there are a few options available when choosing an account to invest your money. Two of the most popular investment vehicles today are TFSAs and RRSPs, both registered accounts that were created by the government to encourage Canadian’s...

In the last 12 months, the markets have been on a wild ride, with volatile moves to the upside and downsides, culminating in the formation of bear markets in a large number of world financial markets. This article takes examines what you should focus...

With every change of the calendar year comes New Year Resolutions, which typically include promises to get in better shape, to eat healthy and get financial affairs in order. While you have the motivation to make a positive change in your financial a...

Bongard Wealth Advisory's December Month End Commentary...

While group disability benefits are great, many professionals should consider private disability insurance to make sure that their families are secure in the event of a disability and are not able to work....

Diversification is one of the tenants of how our team manages our client's portfolios and is an important consideration when making an investment decision....

I have had many conversations over the past year with friends and family members who are looking to invest some of their capital in the financial markets, especially in light of the volatility in 2018 and market rally over the last few years. I have...

2018 has been filled with an increase in volatility across all financial market and this article looks more into what you should do when volatility spike....

These are the first steps and questions to ask yourself when start to experience a positive cash flow....