The Fortin Wealth Advisory Group

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 is shared with our peers 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. What we create is incredibly rare. It is intensive and purposeful. It is validated by the exceptional level of client retention that we have.

We need to stress how rare it really is for clients to double their balance sheets in 10 years, for Goals Based Reporting to be applied to private client portfolios, to have a ratio of real value created to fees paid. But we do it. We do it in a controlled manner. 

Our team focuses on these state of the art solutions for clients whos investable assets range from $2 milllion to $100 million. A small investment of time with us creates enormous value, de-risks clients' situations, and puts clients in a much better financial position. 

Business Owners / Agricultural Families	Women
Health Professionals	Foundation / Government Institutions
Retirees	Professional Athletes

“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.