"We implement wealth management strategies with multi-generational families in a way that disrupts the status quo in the private wealth advisory world."

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

BMO Nesbitt Burns
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

Contact Us

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. 




“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. 


 

newsletter ad badge