Success Is More Than a Salary

You're building something meaningful. Let's make sure your wealth strategy keeps up.

You've climbed the ladder, earned equity, and built a career that matters. But with success comes complexity: stock options, bonuses, retirement planning, and the challenge of making it all work together.

At Bongard Wealth Advisory, we help high-achieving professionals and executives turn their career success into long-term financial security. We understand the unique challenges of managing equity compensation, optimizing tax strategies, and planning for a future that extends far beyond your working years.

This isn't cookie-cutter financial planning. It's strategic wealth management designed for people who understand that time is their most valuable asset.

Your financial life has moving parts. We make them work together.

From layered equity grants to cross-border tax filings, your financial decisions are too important to leave fragmented.

We help professionals and senior leaders make coordinated decisions across income, equity, tax, and investment strategy, with real-world clarity and follow-through.

How We Support You

  • Equity Compensation Strategy — RSUs, options, deferred comp — we help you time, evaluate, and integrate each piece into your broader plan
  • Tax-Aware Investment and Income Planning — We optimize across registered, non-registered, and corporate accounts with after-tax outcomes in mind
  • Cross-Border Wealth Coordination — U.S. compensation? Global holdings? We manage the complexity and help you stay compliant and confident
  • Discretionary Portfolio Management — Professionally managed portfolios that align with your long-term goals, without adding more to your plate
  • Retirement and Long-Term Planning — Structured around multiple income streams, liquidity needs, and the point where work becomes optional
  • Advisor Collaboration — We coordinate with your accountant, lawyer, and other advisors to ensure your entire strategy stays aligned
"You don't need another spreadsheet. You need a strategy that works in the real world, and a team that quietly keeps it running."

Everything You Need, Already in Motion

You don't need reminders. You need results.

RRSPs, TFSAs, RESPs? Topped up. Tax slips? Routed to your accountant. Portfolio strategy? Reviewed and adjusted, without requiring your time.

We take ownership of the details — so you can focus on the decisions that matter.

"When your life is complex, automation isn't optional. We make the important things feel effortless."

A Partnership Built on Trajectory

This isn't about beating benchmarks. It's about helping you live and lead with clarity, confidence, and control.

You've built success in your work. We help you build everything around it.

Our team acts as your thinking partner, fiduciary, and steady hand through every stage of your financial life.

No call centers. No generic portfolios. Just thoughtful, proactive advice, from people who know your name and what's at stake.

Let's Build a Strategy That Works as Hard as You Do

We work with professionals and executives who want to simplify complexity — and gain a partner they can trust.

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