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Christine Fortin
Tim Newton
Sofia Smith

Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Intensive Wealth Consulting

As part of our solutions that set us apart, we go deeper into the financial lives of our clients in order to create wealth enhancement strategies that are at the forefront of the private client world.

One of the ways we accomplish this is by, assembling an extended team of industry experts and designated specialists with whom we can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, The Fortin Wealth Advisory Group provides a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.

About our Wealth Management Consultant

Colleen Ciccozzi
Wealth Management Consultant

As a member of the Wealth Management Consulting team, Colleen brings together the knowledge and experience of our in-house tax and estate professionals and works with The Fortin Wealth Advisory Group and their clients to develop sound wealth management plans.

She provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning, and charitable giving.

Colleen has over 17 years experience in the financial services industry. Before joining BMO Nesbitt Burns, she worked for several major investment firms where she provided clients with financial planning and investment counseling advice. Colleen holds a Bachelor of Arts from the University of British Columbia. She holds the Canadian Investment Management (CIM) and the CERTIFIED FINANCIAL PLANNER® or CFP® designations. In addition she has passed the Chartered Financial Analyst (CFA) Level 1.