Our team aims to offer a more interpersonal, client-advisor experience. At the Bongard Wealth Advisory Team we understand that your money is more than just numbers, it represents your goals for you or your family’s future.
We sit down with you to better understand who you are, and what money means to you. Do you have kids? Do you want to save for their education? Do you want to save for travelling expenses each year? Our approach to wealth management and advisory services puts you at the centre of every decision, making sure that we are working towards helping you achieve your dreams and ambitions in life.
As well, we understand that life doesn’t always follow a straight and simple path. But whatever curve in the road you may face, our team can help you. Our full service wealth management services means that we are prepared to help you through all of life’s transitions, from getting married, to going through a divorce, we will make sure that your financial plan changes with you.
As our client, we aim to treat you like family. We regularly meet with clients in their own homes, discussing finances in a place where we know you feel most comfortable and relaxed. I know that for many people finances can be stressful and confusing, but it doesn’t have to be. We want to help you get excited about your finances and what they can do for you and your future. Helping you achieve your dreams and ambitions is what makes our job worthwhile.