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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

February 2018

Welcome to our second monthly newsletter. In this newsletter, we included our top picks from the last month and included another blog post we wrote on the volatility in the stock market and talking about risk. Please feel free to share this newsletter with anyone you think it may help.
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
Five Biggest RRSP Myths
Since the 2017 RRSP deadline is fast approaching on March 1st, we thought that this great article and video from the Financial Post would help clarify a few RRSP myths that Canadians believe to be true.
Find the article here.

Understanding Your Willingness for Risk
Here is an article we wrote about rapidly changing volatility in the markets, and how your willingness to take risk can change depending upon many different factors. Find our article here.
Wills vs. Beneficiary Designations
Even though you have beneficiary designations, it does not take the place of a will. This article from MoneySense explains the importance of having proper estate planning documents, in addition to appointed beneficiaries of registered accounts. Find the article here.

Understanding Grief
Relatively few of us know what to say or do that can be truly helpful to a relative, friend or acquaintance that is grieving. This article from the New York Times explores grief and how to better understand it. Find the article here.
Sketch of the Month
The sketch we chose for this month focuses on the recent volatility in the markets. Over the last two years volatility has been extremely low in the stocks markets and this had changed investors’ perception of returns and volatility in the markets. Volatility is normal for the markets and the period of stable returns is more unusual than being the norm.

Bongard Wealth Advisory Group
BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, Ontario
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