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

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Young Professionals Newsletter

Welcome to the first newsletter by our team for young professionals.
One of the topics that I have been very passionate about throughout my career is helping to educate our clients and improve their financial literacy with a mentality that no question is ever not worthy of being asked. For many of us, good financial habits, such as making annual RRSP and TFSA contributions and managing your debt responsibility, are something that have be learnt over time.
For me, talking about finances has been something that has been engrained in my personality from talking about money around the dining table, to learning about dividends from my grandfather and running around the old Nesbitt Thomson Bongard trading floor watching orders fly around in the pneumatic tubes. I was blessed growing up with good financial mentors and learning from the lessons and wisdom that has passed down to me from the generations above me. As a parent of three boys, I strongly believe that it is our role as parents that it is important to instill good financial habits in our children as what you learn in your 20s helps to set your financial mindset which makes a large impact in your future.
We created this newsletter as a way to help provide additional information to the next generation of young professionals as a way to help educate and pass forward my family’s financial wisdom and lessons that has helped our clients for the last 100 years.
I am interested in hearing your feedback on what you think and if there is any topic that you would like to learn more about or that is affecting you; because if it is on your mind, then you are not the only one. Please feel free to share this newsletter with friends and family that you think would enjoy and benefit from the content; and if they would like to sign up for our newsletter, please send me a e-mail to sign up.
Deborah Bongard
Senior Wealth Advisor and Portfolio Manager
Bongard Wealth Advisory Group
BMO Nesbitt Burns
TFSAs and RRSPs are two of the most unused investment vehicles when creating an investment strategy.  Many Canadians do not fully understand the differences between the two and which they should use. This article from our team looks into the features of each and the differences between them.
2019 Financial New Year’s Resolutions
The new year is a good time to analyze where you are at and to make plans for 2019.  We created a list of nine ways to get your financial house in order in 2019 and create a process oriented mindset to keep your resolutions. Read more on our blog here.
How Millennials Can Maximize Savings for Retirement
Top Questions to Ask Yourself When Investing?
When you are creating an investment strategy there are many questions you should ask yourself to help you determine what type of investment you should choose to reach your goals. This article written by our team explores the questions you should be asking yourself when choosing an investment.
How to Survive a Market Correction or Bear Market
With the market pullback at the end of 2018 and the potential for an economic slowdown in 2019 and 2020, this article discusses what you should focus on during the pullback in the financial markets and how to use it to your advantage. Read more on our blog here.
Don’t Put All Your Eggs in One Basket
One of the key considerations when investing is the importance of diversification. Diversification helps to reduce the volatility in your investments and allows you to remain invested to reach longer term goals. This article written by our team looks more into diversification and how it impacts your investments.
What To Do With Excess Cash Flow?
When you reach a point of having excess cash flow in your bank account every month, you begin to ask yourself what to do with the money burning a hole in your account. Should I may down debt faster, spend it or invest it? This article from our team looks more into what you should do when you reach this financial stage.
Bongard Wealth Advisory Group
BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, Ontario
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