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.
Listen to the Latest Videos and Vlogs The 'R' Word
Christine gives a 7 Minute educational video on Recessions and the current capital market environment. Click here to listen.
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.