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Christine Fortin
Spencer Bromley
Sofia Smith
Jamie Wilson

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

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

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What Makes Us Different

What Makes Us Different

Christine feels the Fortin Wealth Advisory Group of BMO Nesbitt Burns has partnered with one of the best firm for implementing Wealth Management Strategies. Nimble and adaptable in nature, Nesbitt Burns, who has been industry leading for over 100 years, has a personal mission to include product innovation that is ahead of the curve.

They invest and reinvest in technology (during good times and challenging times), whereby without such technology, the Group would be unable to deliver an exceptional client experience. The culture is such that it makes the office, both to work in and visit, a pleasurable, comforting experience.

What makes us different you may ask? We have defined our teams' unique advantages below.

  Global Expertise
  • Unique approach to money management.
  • Never overwhelmed with ongoing economic situations.
  • Wealth creation strategies are not confined by our borders.
  Rapid Response Service​​
  • Clients are unburdened as we take ownership on any financial follow up required.
  • We understand that when it comes to questions that are financial in nature, it can be stressing. We handle things immediately and thoroughly keeping you informed every step of the way.
  • Concierge service means that we are highly accessible, unbiased, honest and compassionate with our counsel and service follow through.
   Deep Rolodex​
  • Enormous benefit for my clients to be vetted through my contacts.
  • It is what allows us to provide for intensive counsel on all areas of wealth counsel.
  • It is what allows us to make concise recommendations as we vet our own ideas through our global network.
   Purposely constrained in the number of clients with whom we work​
  • We perform a very high level of work for a select group of clients, we are only engaged by 80 families.
  • The average advisor has 350+ clients.
  • We create a familial relationship to create an intimate experience.
    Unambiguous Recommendations​
  • We are clear in our explanations.
  • We are decisive and never vacillate.
  • Our clients deserve consistency and transparency
'Some men give up their designs when they have almost reached the goal; while others, on the contrary, obtain a victory by exerting, at the last moment, more vigorous efforts than before.'