Mark Parent
Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Portfolio Manager @Bmo Nesbitt Burns
CA
At the Bongard Wealth Advisory Group, we offer full-service wealth management that encompasses primary investment management services and other financial advisory services such banking, insurance, estate and retirement planning to name a few. As a Wealth Advisor and Portfolio Manager, the team and I can help you develop a personalized financial plan to help you achieve your financial goals. First step is listening and learning about your past investment experience to create a strategy to grow or maintain your wealth and track your progress.We believe that investments are a tool to help you achieve your lifestyle goal but requires trust and communication between the client and ourselves.
EDUCATION
Ryerson University
Bachelor’s Degree
ABOUT MARK PARENT
Why did I choose to be a Wealth Advisor? Easy, I absolutely love hearing my clients say thank you for listening!Those simple few words reignite me every time to help even more people. Knowing that I have positively affected another multi-generational client to either retire earlier, provide clarity and direction or fund their child’s education is rewarding. I tell my children all the time it’s a privilege and an honour to help clients discuss their dreams and provide them with guidance. It’s these types of conversations have motivated me for the past 20 years to dedicate my professional career in helping clients navigate their triumphs, tragedies and new beginnings by leveraging my experiences for their benefit. Inspiring clients through each conversation and meeting to effect change within their world is the job.Please feel free to reach me at 41••••••93 or email at m••••••••@nbpcd.com.
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