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
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
Wealth Management Consultant
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.
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.
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.