Deborah Bongard

WORK HISTORY

ABOUT DEBORAH BONGARD

Deborah Bongard is a senior wealth advisor and senior portfolio manager at BMO Nesbitt Burns. She leads the Bongard Wealth Advisory Group in helping over 200 families manage wealth through multiple generations. Debbie is the fourth generation of her family working in the financial services industry. Her great-grandfather established Bongard & Bongard in 1912, and it eventually became one of the founding firms of BMO Nesbitt Burns. Her family history in the financial services industry has given Debbie a unique perspective on how to manage money, especially during times of turmoil. The financial advisory lessons she’s learned from the generations before have helped form the guiding principles of how she works with her clients. Debbie has been a pioneer for female wealth advisors in the industry. Prior to joining Nesbitt Thomson, she worked at Wood Gundy on the institutional fixed income desk. The Bongard Wealth Advisory Group provides holistic wealth management, including financial planning, discretionary asset management, insurance and banking services. Debbie’s philosophy of treating her clients like family is ingrained in the team’s practice. They work with their clients as active thinking partners to help them achieve their goals. Debbie is one of two advisors in Canada with specialized mastery training from the Financial Transitionist Institute. That gives her added expertise in helping clients with life transitions and the personal side of financial planning. She believes in tailoring every client’s portfolio to match their unique goals, in order to provide a highly personalized level of service. For disclaimer details, please click here: