Wealth management is about more than just numbers

It's about people, plans and making good decisions year after year, decade after decade.

Collaborative wealth planning discussion

Clarity

One plan. Not a stack of opinions. We connect investments, tax, and estate decisions so they stop fighting each other.

Coordination

We quarterback the moving parts with your accountant and lawyer, so work happens once and the plan actually stays consistent.

Continuity

Life changes, markets change. We stay involved, update the plan, and keep you from making one-off decisions that create new problems.

Our guiding philosophy

We don't sell products. We don't outsource planning. And we don't believe in one-size-fits-all.

We take the time to understand the full picture and build a strategy that fits your life, not the other way around.

How We Work With Clients

We act as your single point of strategy, managing money directly and coordinating every specialist so decisions compound, not compete.

We start with

Getting to Know You

Every relationship starts with a conversation. No forms, no prep; just time to understand what matters most and see if we're the right fit.

  • 15-minute intro call
  • 60-minute discovery, no documents required
Outcome: a clear picture of you and your family
Financial planning overview showing net worth projection and goal status

Then we

Turn Complexity Into Clarity

Once we understand the big picture, we organize the moving parts — business, family, and taxes. Then we design a plan that's practical, actionable, and genuinely yours.

  • Single consolidated view
  • Coordination with your CPA and lawyer
Outcome: a working plan with clear assumptions and next steps.
Portfolio overview showing endowment-style diversification

Together we

Set the Strategy in Motion

When the plan feels right, we formalize the partnership. You'll know how decisions get made, how fees work, and how your portfolio connects to your bigger plan.

  • Clear roles and discretionary mandate
  • Tax- and liquidity-aware positioning
Outcome: a transparent, documented strategy ready for execution.
Banking summary showing credit, corporate, and trust services

Next we

Make the Transition Seamless

We take care of the details — account transfers, onboarding, and reporting. The goal is simple: get everything running smoothly without adding to your workload.

  • White-glove transition of assets
  • Consolidated reporting and documentation
Outcome: everything organized under one coordinated system.
Risk and insurance dashboard showing protection readiness

We stay close

Stay Connected and Proactive

Good advice isn't static. We check in regularly, plan ahead for tax season, and revisit strategy when your life or business changes.

  • Quarterly or semi-annual reviews
  • Year-end planning and scenario updates
Outcome: clarity on what changed, what's next, and why.
Retirement planning checklist for the anticipate stage

And we keep

Everyone Working in Sync

Your wealth doesn't exist in isolation. We coordinate directly with your accountants, lawyers, and bankers so each decision strengthens the next — not works against it.

  • Proactive coordination windows
  • Direct outreach to your advisory network
Outcome: decisions that compound, not compete.
Family foundation dashboard for philanthropy tracking

Our beliefs

Discovery

1. Discipline beats prediction: We don't try to forecast the next move, we prepare for whatever comes. Our portfolios are built to endure volatility, not chase it.

2. Coordination creates advantage: Investment, tax, and estate strategies work best when they work together. We connect every advisor around one coordinated plan.

3. Simplicity is earned: Making complex situations feel simple takes experience and design. We create clarity without cutting corners.

4. Perspective compounds: We think in decades, not news cycles. Consistency is the quiet driver of real returns.

5. Advice is a craft: Every decision is made in-house by a team that has managed money for decades — not outsourced to models or algorithms.

Our values

Our history is the story of Canadian finance itself, from ticker tape to terabytes. The principles demonstrated through that journey are the same ones that guide us today.

Leading with
Integrity

From navigating the Great Depression without a single default to shaping national policy on the TSX Board of Governors, our family has always led with integrity and a profound sense of duty to our clients and our industry.

Generational Perspective

We think in decades, not quarters. The crisis-tested wisdom passed down from the 1929 crash to Black Monday informs our disciplined, long-term approach to protecting and growing wealth across generations.

Client-Focused Innovation

We embrace technology not for its own sake, but for how it serves clients, a principle established when we helped pioneer electronic trading in the 1970s and one that continues to drive our modern, holistic approach to wealth management.

A Legacy of Trust

Our roots run deep. For over a century, we've navigated market shifts and generational changes, guided by a steady commitment to our clients and the enduring principles of prudent, disciplined wealth management.

A historic, black and white photo representing the Bongard & Leslie merger in 1965.A historic, black and white photo of Bay Street in the 1930s.A photo representing the shift to modern wealth advisory in the 1990s.

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session