110 Years of Wealth Advice

 

The Bongard Wealth Advisory Group takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk. Our team's family office approach to wealth management and investment strategy is based on our family's history of being in the financial services industry for over 100 years. 

Our team works with you and your family to assess your unique needs and develop a tailored holistic financial plan and wealth management strategy incorporating investment management, retirement planning, insurance planning, estate planning and philanthropic goals. Our team works with your accountant and lawyer to develop tax and legal strategies to provide you and your family with personalized wealth advice.

Our Approach


Our team has a unique approach to wealth management based on 100 years of experience in the financial industry. 

Full-Service Wealth Management


We specialize in full-service wealth management. We offer a wide variety of financial services, including financial planning and discretionary wealth management, to help you reach your financial goals.

Who We Help

 

Our team works with various investors, including multi-generational families, incorporated professionals, executives, business owners and foundations.

Our Team

Debbie, Chris, Mark, and Rosemary have over combined 75 years of wealth management expertise. Our team is here to help with all of your wealth management needs.

Take the First Step Toward Your Financial Future

At Bongard Wealth Management, we provide personalized and comprehensive wealth management services.

Let us help you achieve your financial goals with confidence.

 

Contact Us Today

Recent Updates

May US CPI

May’s CPI delivered a rare downside surprise that the Federal Reserve has been waiting for in Q4, as both headline and core measures came in lower than expected....

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June Bank of Canada Meeting

A Small Step Towards Easing, a Big Leap in G7 Central Bank Monetary Policy...

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May 2024 Market Newsletter

Since the last newsletter, we have seen a recovery in stocks, which are now holding near record highs in North America, while expectations of the Federal Reserve easing monetary policy are reducing and yields are trending higher....

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May 2024 Canada and US CPI

In the month of April, inflation reports on both sides of the border showed a moderation from the increases in recent months....

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May FOMC Meeting

As expected, the FOMC has kept the Fed Funds rate at a 23-year high for the sixth straight meeting and announced a slowdown in the pace of balance sheet runoff beginning in June....

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