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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

                  Tax Planning Strategies

                  Tax Planning Strategies

                  • September 30, 2022

                    Tax Planning for Physicians
                  • October 11, 2022

                    Update on Liberal Federal Income Tax Changes
                  • September 13, 2022

                    How Investment Income is Taxed
                  • September 21, 2022

                    Tax Planning for an Inheritance
                  • November 1, 2022

                    Charitable Giving - Donation of Appreciated
                  • October 25, 2022

                    Insured Annuities
                  • October 31, 2022

                    Eligible Dividends
                  • October 11, 2022

                    Trusts for Asset Protection and Tax Savings
                  • September 2, 2022

                    Having a TFSA works
                  • October 25, 2022

                    Pension Income Splitting to Reduce Family Taxes
                  • September 12, 2022

                    Transferring Your Business to the Next Generation
                  • October 20, 2022

                    Understanding capital losses
                  • September 2, 2022

                    Canadian Snowbirds and U.S. Income Tax
                  • November 1, 2022

                    Charitable Giving
                  • October 25, 2022

                    Making Gifts to Adult Children
                  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

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                  Jordan Goh, BBA

                  Wealth Associate

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                  Branch Address

                  1959, 152 Street

                  Suite 270

                  White Rock, BC

                  V4A 9E3

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                  Christine Fortin

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