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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Most Recent Newsletter


Welcome to our August 2019 newsletter. In this newsletter, we have a selection of articles, including a few that we wrote ourselves, that we think may be of interest to you, your family and friends. Please feel free to share this newsletter with anyone you think it may help. Furthermore, if you are having any trouble accessing any of the articles please let us know and we would be happy to assist.
We welcome any feedback that you may have or if you have any questions or wish to discuss more, we are always here to help.
Debbie, Chris, Mark and Rosemary
How Much Money Should You Leave For Your Kids?

An endless conversation in the world of personal financial planning surrounds the question of how much money you should leave for your children or grandchildren. While there is no one-size-fits-all answer to this, this article by WealthCare for Women explores some factors that can impact your decision.


Why Does Time Seem to Speed Up with Age?

As you get older, you may be wondering: "where did all the time go?" The perception that time speeds up as you get older is a psychological phenomenon that psychologists have been working to understand. James Broadway, a postdoctoral researcher in Psychology and Brain Sciences gives some insight into why this is and ways to slow down time if it seems to be passing too quickly. Read this article to learn more.


Retiring as an Incorporated Professional

In addition to all of the many questions that arise when thinking about retirement, incorporated professionals must also consider how their corporation fits into their retirement plan. This article on our blog explores various income sources and tax considerations for incorporated professionals who are reaching retirement. 

Donating Securities to Charity

"Giving away money is easy. Giving away money well is fiendishly difficult". If you're looking to give back to your community, consider donating stocks and securities rather than cash. Donating securities is a strategic and highly tax efficient way to support a cause you care deeply about. Check out our blog post to learn more. 
3 Signs Your Finances Aren't Ready For Retirement

"Retirement is a giant math equation, and if the numbers don't work, they don't work". While returning to work doesn't tend to be a popular option for people who have retired, it may be better in the long term. This article by Pete the Planner explores some telltale signs your retirement isn't working financially.
Debt Management: "Living in the Red"

With the inevitability of having to take on some debt in your lifetime, it is important to know the difference between good and bad debt. Understanding this will help you to develop an effective debt repayment plan and work towards debt freedom. Check out our blog article to learn more.
Bongard Wealth Advisory Group
BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, Ontario
M5X 1H3
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