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. In 1997 Christine founded a private wealth advisory and wealth counsel practice. Driven by her 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.
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, critically minded and each member is recognized as top advisory professionals in their own right.
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
Human behaviour is such that when we really desire something to be true, we will ignore the red flags which in turn takes us down the wrong path.
Click here to watch.
Christine gives a 7 Minute educational video on Recessions and the current capital market environment.
Christine describes how the biggest investment risk we face, are the ones we can never see coming.
Christine reviews how time in the market has been one of the largest contributing factors to Warren Buffet's exponential growth of wealth.