At Bongard Wealth Advisory, we provide a bespoke, family office approach to wealth management, tailored to the unique needs of high-net-worth individuals, including executives, medical professionals, business owners, and affluent families. Our multi-generational expertise ensures that our clients receive personalized, comprehensive strategies that honor their values and secure their financial legacy for future generations.

A Legacy of Trust and Expertise

For over 110 years, the Bongard family has been a trusted name in the financial industry. Our story began in 1912 when Robert Ross Bongard joined the Toronto Stock Exchange, laying the foundation for a family tradition built on loyalty, integrity, and client-focused service.

This legacy continues today, with the fifth generation now contributing to our firm’s mission to provide financial guidance across generations. We have navigated countless economic cycles, from the Great Depression to recent market disruptions, refining our strategies to protect and grow our clients’ wealth.

Our approach blends this institutional knowledge with modern financial tools, creating strategies that align with our clients’ evolving needs and circumstances.

Discover more about our 100 Years in Finance.

Holistic Wealth Planning: Integrating Tax, Trust, and Estate Strategies

We understand that wealth management for high-net-worth families requires more than just investment strategies. Our approach involves working closely with your legal and tax advisors to create an integrated wealth plan that includes tax planning, trust and estate management, asset protection, and philanthropy.

  • Comprehensive Tax and Estate Planning: Our team collaborates with experts to develop a personalized plan that aligns with your family’s values and goals:
  • Tax Optimization: We create strategies that minimize tax liabilities while maximizing wealth preservation and transfer.
  • Trust and Legacy Planning: Our approach includes setting up family trusts, developing philanthropic strategies, and creating a succession plan that reflects your vision for future generations.

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Family Governance and Generational Wealth Planning

Effective wealth management for high-net-worth families goes beyond financial strategies; it includes managing family dynamics and promoting effective communication across generations. Our team offers expertise in family governance to help resolve conflicts, develop a shared mission statement, and integrate family values into estate planning. 

  • Intergenerational Wealth Transfer: We assist in managing the complexities of passing down wealth, ensuring the next generation is prepared and educated to sustain and grow the family legacy.
  • Family Governance: We work with families to develop a unified vision, aligning financial planning with shared values to promote harmony and continuity.
  • Philanthropic Planning: From setting up a private family foundation to creating a comprehensive giving strategy, we ensure that your philanthropic efforts leave a lasting legacy aligned with your family’s mission.

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How We Work with Clients: Personalized Engagement

Our approach is designed to accommodate the complex needs of our clients, including executives, medical professionals, and business owners. We provide a tailored and flexible engagement model, ensuring that your financial strategy aligns seamlessly with your professional and personal life.

  • Customized Meetings: We offer flexibility in scheduling, meeting you at your office, home, or virtually to accommodate your busy lifestyle.
  • Integrated Communication: We proactively keep you informed, providing updates and reviews that ensure your strategy remains aligned with your evolving needs and goals.
  • Long-term Relationships: We build lasting partnerships, working closely with families across generations to ensure continuity and success in managing and transferring wealth.

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Frequently Asked Questions

At Bongard Wealth Advisory, we understand that financial planning can bring up many questions. Our FAQ section provides answers to some of the most common questions about our process, services, and approach to wealth management.

Whether you're interested in learning about our investment strategies, understanding our fee structure, or simply exploring how we work with clients, our FAQ is designed to keep you fully informed.

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Our Commitment to Your Success

At Bongard Wealth Advisory, our family’s legacy is more than just a history; it’s the foundation of our commitment to your financial well-being. We uphold the highest standards of fiduciary responsibility, ensuring that we act in your best interest at all times. Our approach combines tradition with innovation, building personalized strategies that grow and protect your wealth for years to come.

 

Contact Us Today To Start Your Personalized Wealth Management Journey