Stewart Fortune, BBA, CFP®, PFA, RISFinancial Planner
Stewart joined The Fortune Team upon graduating from Acadia University.
His mission is to help others define clarity in their financial goals, and then build a personalized plan to assist in achieving them. He believes that financial planning is more than numbers and that a true financial plan not only provides a return on investment but a return on life. This entails having a full understanding of the client’s values, opportunities, concerns, and more.
Stewart holds a Bachelor of Business Administration (Co-op) degree with a focus on finance. He also holds the following industry designations:
- CERTIFIED FINANCIAL PLANNER ® (Issued by Financial Planning Canada)
- Professional Financial Advisor (Issued by The Institute for Advanced Financial Education)
- Responsible Investment Specialist (Issued by the Responsible Investment Association of Canada)
Stewart is also a proud member of Advocis - The Financial Advisors Association of Canada. Advocis is the largest voluntary professional membership association of financial advisors in Canada. The group aims to enhance the professionalism of advisors in the best interest of the consumer.
During his off time, Stewart enjoys long-distance running, golfing, hiking, playing hockey, and spending time with friends and family.