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

Christine Fortin
Spencer Bromley
Sofia Smith
Jamie Wilson

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BMO Nesbitt Burns
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 100 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

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.  
 
 

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. 


 

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