A defined contribution plan will have default investment options; however, you may also feel comfortable with risk and take a more proactive role in choosing and managing your investments. As an experienced financial advisor, I can help you make sens...

Staying with one company from your 20s into your 60s was at one point a normal career path. However, on average Canadians will work for four or five companies throughout their career, and this number is larger for millennials....

If you find yourself facing un-anticipated widowhood, or standing at the end of a drawn out battle against illness resulting in your partner’s passing, it is inevitable that you will be feeling overpowering pain, fear and loneliness. In learning to p...

Why is innovation important? The term “innovation” is ubiquitous in the business vocabulary and it is thrown around so frequently that we are made to believe in its importance without really understanding what it means. What w...

When a major life event occurs, people enter a state of mental stress and anxiety. This mental fog overrides their ability to make sound decisions, think long term and act in the present. At Bongard Wealth Advisory we work with clients to help them r...

Canada’s population is aging and included in this demographic are a significant portion of Canadian entrepreneurs. According to a 2017 survey by the Business Development Bank of Canada (BDC), 41% of Canadian entrepreneurs expect to exit their busines...

Life insurance is one of the best ways to ensure your family’s financial security and this article explains why it is imperative, especially for a younger family to have life insurance just in case....

Selling a business is a transition that not only includes the financial aspect but also many other considerations to take place in the transition....

Selling a business is a transition that not only includes the financial aspect but also many other considerations to take place in the transition....

With all of the news and talk about blockchain and Bitcoin, we thought we would write a quick primer to help explain everything....