Don't just chase your dreams
Choose to work with The Fortune Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
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Pull up a chair, and let us tell you our story.
14 February, 2018
Saving for your future may involve using both an RRSP and a TFSA. Read More
5 February, 2018
Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs. Read More
Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more. Read More
Listen to insights from our market specialists
“Price Is What You Pay, Value Is What You Get” - Warren Buffett