OUR MISSION / OUR STORY

We are an advice based wealth management firm that provides highly personalized financial planning services to individuals, families, and business owners. Our philosophy embraces an always-on approach to nurturing client relationships and helping our clients explore every opportunity to get the most from life - so they can
LIVE THEIR DREAMS

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

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Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

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0

No Advice

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4 - 6

Years of advice

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7 - 14

Years of advice

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15 +

Years of advice

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E-BOOKHuman Dimension of Advice
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Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
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Our Team

36 Years of Experience

Financial Planner

Gary Fortune, BBA, CFP®, RFP, EPC

Financial Planner

Stewart Fortune, BBA, CFP®, PFA, RIS

Our Team

Insights

For advice that makes a difference

9 March, 2023

Invest Smarter with a Dollar Cost Averaging Strategy

Time in the Market is More Important than Timing the Market Investing can be an emotional process, especially if you try to time the...

8 February, 2023

TFSA & RRSP

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial...

25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...

SEE ALL INSIGHTS
 
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