Moving across the country was a huge decision for us and having to rearrange our financial affairs have been anxiety provoking to say the least. You have demonstrated that you understand and appreciate our values and financial goals and have provided us with a customized portfolio that reflects that you truly listen. We appreciate your clear, understandable, candid, and transparent approach.
We also appreciate the fact that you have facilitated a team of professionals to address our needs for estate planning, banking, will preparation and tax planning. You have made what initially appeared to be a confusing and difficult situation, easy and understandable. We commend your entire team.
Joan & Les O’Reilly
Retired Educators/Consultants
Testimonial Given November 2021
When we began interviewing Financial Advisors, we were looking for active, professional money management. We wanted to diversify our real estate holdings and enjoy superior results and be unburdened knowing our financial goals were being achieved. It is clear through your passion, empathy and methodical approach that we have come to the right place.
Al S.
Retired Sales Manager
Testimonial Given March 2017
We want to take this opportunity to thank you personally for all you have done for us regarding our goal of one day retiring. Your work with us has been very professional, but presented in a manner that is genuine, caring and reassuring. We appreciate the diversity of your ideas and your communication style. You take complex information and make it understandable. This builds our confidence and creates a clarity and certainty that we can reach our financial goals.
We came to you thinking that this was simply about managing our money. We have learnt that it is much more than that. You have created a road map that helped us to understand how to reach our goals. Your patience, understanding and genuineness has placed us at ease and has significantly reduced our level of stress and uncertainty.
Tony & Susan Martens
Martens & Associates
Testimonial Given May 2015
Christine Fortin and her team have been our advisors for over 10 years. We know we are well taken care of. We establish our retirement goals with Christine who then develops a concrete easy to understand plan that outlines the exact amount we need to save to achieve our retirement goals. We then receive on-going status updates indicating if we are on track. Our investments to date have achieved superior returns.
Christine and her team remain concerned with what is transpiring in our lives and ensure that all wealth strategies are being properly engaged. The team is innovative and not afraid to share succinct opinions and review trade-offs with us. Their compassion is evident as recently, they have taken the time to educate our teenage son on the importance and details of investing.
When we deal with the Fortin Wealth Advisory Group we always receive prompt and enormously respectful advice. No question or request is dismissed or unanswered. Christine keeps us completely organized with the wealth creation element of our lives. She has made a real difference in our family’s life and is the first person we would turn to in the event of a major life event.
K. Anré McIntosh R.P.Bio. P.Ag. Environmental Analyst
Testimonial Given September 2013
I have had the benefit of working with Christine Fortin through the August 2011 market corrections, and she's proven her value to me on many levels. Christine has what happens to be the rare ability and skills to contemplate massive markets complexity and to make difficult, but well-reasoned recommendations to me as her client. She is an advisor who diligently 'does her homework' so that she can stay ahead of the curve in understanding market volatility.
Most important, her guidance was not based on popular opinion and the 'reactions of the moment', but rather, she had the professional courage to look wrong in the short term, only to be right in the long term. Christine's insistence on communicating strategy throughout the toughest markets provides a level of calm and clarity that I am convinced helps us invest well.
Above all, she has committed time and energy into understanding the uniqueness of my particular investment goals, priorities and principles. This has been especially beneficial as we continually consider the broader implications with respect to tax considerations, risk reduction and charitable giving.
Paul Ash President, Knightsbridge Holdings Ltd. Entrepreneur and Philanthropist Winnipeg, MB
Testimonial Given August 2013
During the last tax season, I had the privilege of working with several of the Fortin Wealth Advisory Group's clients. On occasion, simply obtaining transaction information from clients and/or their investment advisor can take several phone calls and requests. This has the unintended result of delaying the preparation and filing of the tax return.
I was pleasantly surprised when I received a consolidated tax summary from your office for my new clients by courier. The package assembled by your team saved time and money for our joint clients.
Having been involved in preparing tax returns for 30 years and being perfectly honest, I cannot recall receiving a more complete, thorough and detailed tax information package from any Wealth Advisor. I am certain your clients are comforted that you are providing a comprehensive service including assistance to their tax professionals.
Raymond Friesen Certified Management Accountant Raymond E. Friesen Inc.
Testimonial Given May 2012
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.