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"We Challenge the Status Quo With Respect to Service and Advice in the Private Wealth Advisory World"

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Christine Fortin
Tim Newton
Sofia Smith

Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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We possess a global expertise that is rare in the private wealth counsel marketplace

We stay ahead of the curve – having developed our proprietary Goals Based Reporting that we share nationally.   

Having the benefit of managing money overseas and in Toronto for large multinational corporations and pension plans provides us with a distinct advantage over our peers. Our globally experienced team focuses on state of the art solutions for clients whose net worth ranges from 1 million to 30 million  and deliver value with our bi-annual Value Audit. 

We are a multi-faceted team with over 200 years of Economic, Investment, Financial Planning, Banking and Estate Planning Experience.


Business Owners /
Agricultural Families

Corporate Executives

Health Professionals

Foundation /
Government Institutions

Retirees

Women



“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.  
 

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