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                  • Home
                  • Our Team
                    • Team Members
                    • Our Extended High Net Worth Team
                  • Our Clients
                    • Business Owners / Agricultural Families
                    • Corporate Executives
                    • Foundations & Government Institutions
                    • Healthcare Professionals
                    • Professional Athletes
                    • Retirees
                    • Women
                  • Working With Us
                    • Our Process
                    • Business Beliefs
                    • Our Investment Beliefs
                    • Our Services
                    • What Makes Us Different
                    • What Our Clients Are Saying
                    • Community Meets Business
                  • Family Office
                  • Publications
                    • Education and Knowledge
                    • Estate & Succession Planning
                    • Managing Your Wealth
                    • Retirement Planning
                    • Tax Planning Strategies
                  • Newsletters
                  • Videos and Vlogs
                  • Contact Us
                  BMO Private Wealth logo, Fortin Wealth Advisory logo
                  • Home
                  • Our Team
                    • Team Members
                    • Our Extended High Net Worth Team
                  • Our Clients
                    • Business Owners / Agricultural Families
                    • Corporate Executives
                    • Foundations & Government Institutions
                    • Healthcare Professionals
                    • Professional Athletes
                    • Retirees
                    • Women
                  • Working With Us
                    • Our Process
                    • Business Beliefs
                    • Our Investment Beliefs
                    • Our Services
                    • What Makes Us Different
                    • What Our Clients Are Saying
                    • Community Meets Business
                  • Family Office
                  • Publications
                    • Education and Knowledge
                    • Estate & Succession Planning
                    • Managing Your Wealth
                    • Retirement Planning
                    • Tax Planning Strategies
                  • Newsletters
                  • Videos and Vlogs
                  • Contact Us

                  Estate & Succession Planning

                  Estate & Succession Planning

                  • October 11, 2022

                    Estate Planning for Physicians
                  • November 1, 2022

                    Estate Immediate Checklist
                  • October 24, 2022

                    Trust Planning for the Disabled
                  • October 25, 2022

                    Tax & Estate Consequences of Investing in US Securities
                  • October 29, 2022

                    Joint Ownership of Property: Pros & Cons
                  • October 11, 2022

                    Probate Fees and Taxes
                  • October 25, 2022

                    Insured Annuities
                  • September 21, 2022

                    The Why and When of Wills
                  • September 21, 2022

                    Executor's Task List
                  • September 20, 2022

                    Estate Preservation
                  • November 1, 2022

                    Disability Income Insurance
                  • September 12, 2022

                    U.S. Estate Tax for Canadians Income Tax Considerations
                  • October 25, 2022

                    Sue and George Case Study
                  • October 11, 2022

                    Caretaker and Incentive Trusts for Adult Children
                  • September 21, 2022

                    Support for Executors
                  • October 25, 2022

                    A Guide for Granting Powers of Attorney
                  • October 31, 2022

                    Survivor Income Needs
                  • September 2, 2022

                    Planning for the Family Vacation Property
                  • September 12, 2022

                    Transferring Your Business to the Next Generation
                  • September 2, 2022

                    How Critical Illness and Disability Insurance Fit Together in a Wealth Plan

                  • September 12, 2022

                    Wills that Work
                  Christine Fortin
                  Senior Wealth Advisor, Associate Portfolio Manager & Financial Planner
                  christine.fortin@nbpcd.com
                  Phone: 604-535-4306

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                  Christine D. Fortin, B.Com, PFP, CIM, FCSI

                  Senior Wealth Advisor

                  Associate Portfolio Manager

                  Financial Planner

                  Tel: 604.535.4306

                  Toll-Free: 1.800.665.1442

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                  Ryan N. Lidder, B.Com, CFP, CIM

                  Senior Wealth Associate & Financial Planner

                  Email icon

                  Joanna Barker, B.Com

                  Client Service Administrator

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                  Jordan Goh, BBA

                  Client Service Assistant

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                  Branch Address

                  1959, 152 Street

                  Suite 270

                  White Rock, BC

                  V4A 9E3

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                  Christine Fortin