We offer elevated strategies for your complex wealth

At the Fortin Wealth Advisory Group, we are proud to be one of the most respected and influential wealth management teams in the industry—but we measure our success by the loyalty of our clients. For more than 25 years, affluent families have confidently trusted us with their complete wealth journey, because we consistently deliver optimized results.

What do we mean by optimized?  We deliver enhanced performance using innovative, institutional-strength strategies suited to complex wealth. We rigorously capture opportunities and manage risk, continually adapting to stay ahead of the curve, and tailoring everything to your goals. And we’re structured to take a lead role while providing best-in-class service that makes excellence feel easy.

One of the biggest contributors to your wealth is the advisors with whom you choose to partner—we've built a practice that will help you make the most of your wealth.

 

We’re experienced, skilled, integrated, and committed to excellence.

Meet the Team

We’re designed to serve the unique and complex needs of the quietly wealthy.

Who we Serve

We enable you to focus on what matters, without compromising results.

Our Approach

Do you understand the value your wealth team brings?

We believe every client should be able to answer that question. Not just with a “feeling”—but with a clear understanding of what they bring to the table, and a quantifiable view of how the money spent on fees delivers a return. It’s not the norm in our industry, but we believe it should be.

Learn more about our unique value and commitment to clarity >

 

Knowledge Centre

2025 Winter Newsletter

Jan 29, 2025 - The Fortin Wealth Advisory Group

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Answering your Questions on Tax Free Savings Accounts (TFSAs)

Jan 02, 2025 - The Fortin Wealth Advisory Group

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Boomers Revise their "Retire-By" Date

Jan 01, 2025 - The Fortin Wealth Advisory Group

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