Associate Portfolio Manager
Tel: (416) 359-7453
I have been working with the Bongard Wealth Advisory Team for the last 6 years since I graduated from McGill University. I always knew that I wanted to work in the investment industry and I am proud to say that I am the fifth generation of my family to work in the business. During my time with our group, I have worked with Debbie to help grow the discretionary investment portion of our business and have taken many courses to help further my formal education and understanding of the industry. I became a CFA Charterholder in 2016 and I am an Associate Portfolio Manager. I find working with clients to be really rewarding and I enjoy helping clients achieve their goals.