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....

The RRSP Home Buyer’s Plan is a great way to fund the purchase of your first house and allows you to use your dedicated retirement savings to support a shorter term goal....

A short article detailing the key information on Old Age Security (OAS) benefits....

Bongard Wealth Advisory's November Market Commentary...

This article explains some information on CPP benefits, the pros and cons of taking the pension early or late and some information on the CPP enhancements starting in 2019....

Small business owners often struggle to allocate enough time towards careful financial planning and research, which can lead to missed tax savings opportunities and inefficient transition preparation. Here, I outline a few financial drawbacks that sm...

Here is a quick guide to managing life's financial uncertainties; whether it be sudden job loss, job transition, retirement and so on, this guide will help you to evaluate your current financial situation and plan for the future....