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Financial planning insights and guidance

A Comprehensive Financial Guide for Recent Widows

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...

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Innovating Isn’t as Hard as You Think It Is: Small Business Owners Have More Access to Innovation Than They Think

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...

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Helping Others After They Have Suffered a Loss: What to Say and Do

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...

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Choosing an Exit Strategy: Transitioning Out of the Business You Built

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...

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Life Insurance for Families

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....

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Selling a Business: Transitioning to the Next Phase

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

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Understanding Risk

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

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Musings on Blockchain and Bitcoin

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

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Top Tips for Selling Your Small Business

If you’re a small business owner you may already know that selling your business is no small feat. Here are my top 5 tips to help you sell your small business....

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Seven Basic Steps to Help You Get Organized After Losing Your Spouse

If you have lost a spouse recently, you may still feel numb and overwhelmed. In this time it can be difficult to take care of yourself while also juggling the financial and legal responsibilities that come with a death in the family. Although the pro...

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