Debbie Bongard

CeFT®, CIM, FPSC

www.bongardwealthadvisory.com

Biography

Debbie is a Vice President, Senior Wealth Advisor and Portfolio Manager at the Bongard Wealth Advisory Group at BMO Nesbitt Burns. She has been dedicated to helping her clients align their life ambitions with financial management for over 25 years. Her personalized method of wealth advice combined with her years of experience allows Debbie to tailor her approach to each individual client’s needs.

Debbie approaches financial advisory with a consideration for each client’s personal experience, aware of the fact that your wealth investments are more than just numbers. She aims to foster relationships with her clients that are built on trust and loyalty. Debbie tailors her investment strategy to each client’s individual goals and objectives, helping them achieve their life goals through financial security. She understands that managing your finances can be overwhelming, especially during times of major life transition, and offers reassurance to her clients that their financial and personal well-being is in good hands.

Outside of work, Debbie finds fulfillment by volunteering and giving back to the community. She is currently a board member of the West Parry Sound Hospital Foundation. As well as chair of their Northern Angel Council she helps raise funds to buy lifesaving equipment for her local cottage country hospital. Debbie is also actively involved with Camp Kirk, an initiative that helps give kids with special needs the chance to build their self-esteem and experience the wonders of summer camp.

Debbie offers a holistic approach to financial assistance by offering full-service wealth management using: financial planning, discretionary investment management and estate planning. She understands the art and science of wealth investment, balancing the technical considerations of the market and the personal client experience, to ensure that all of your needs are met.

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