BMO Bank of Montreal - We're here to help.™
"We deliver institutional grade wealth leadership that raises the bar for affluent families."

Tel: 604-535-4306

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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The Fortin Wealth Advisory Group

At the Fortin Wealth Advisory Group, we are proud to be one of the most respected and influential wealth management teams in the industry. Having managed money globally and in Toronto for large multinational corporations and pension plans, we bring our clients a distinct advantage. 

Our rigorous, global, forward-thinking approach is helping to shape BMO Private Wealth's investment policies and firm decisions nationally. But what makes us most proud is our excepetional level of client retention. From our office in White Rock, we advise a loyal group of affluent Canadian families, business owners, agricultural families, retirees, athletes, and medical professionals with investable assets between $2 million and $100 million. 

Driven by Christine Fortin's background in institutional money management and global finance, we are disrupting the status quo by delivering industrial-strength solutions to affluent multi-generational families. Our approach delivers enormous value, de-risks clients financially and brings them every opportunity possible.

Disciplined and hardworking, with over a quarter century of experience, we leave no stone unturned in our pursuit of wealth service excellence. 




“The discerning clients with whom we work expect a Respectful, Critically Minded, Compassionate, Innovative and Adaptive  Wealth Counsel Group who puts their interests’ first.  And, who is willing  to take the lead role in organizing and driving  their financial affairs towards achieving their goals”
~Christine D. Fortin  June 2008

 
Our office is a welcoming and vibrant environment where our team thrives on inclusiveness and our clients have confidence knowing their ever evolving financial concerns are resolved by a team that is sensitive  to changing needs, enormously respectful, clear, unabashedly detailed and critically minded.  
 
 

Important Notices

Listen to the Latest Videos and Vlogs​
Investment Risk and Houdini
Christine describes how the biggest investment risk we face, are the ones we can never see coming. Click here to listen.

Building Wealth Like Buffett
Christine reviews how time in the market has been one of the largest contributing factors to Warren Buffet's exponential growth of wealth. Click here to listen.

Good Investing is Not What You Know
Christine outlines that good investing is not necessarily what you know, but more importantly how you act, and your behavior.  Click Here to listen.