Gary Fortune, BBA, CFP®, RFP, EPC

Financial Planner

Gary has been assisting clients with their financial needs since 1986. His proudest accomplishments are his long-term relationships with his clients. Gary has built his financial planning practice on such principles as trust, sincerity, integrity, honesty and providing superior client service. Gary enjoys family life, residing in Dartmouth with his wife Joan. He has three grown sons; Ryan, Matthew, and Stewart. Gary graduated from Acadia University in 1981 and worked with a major Chartered Bank for five years. He received his CERTIFIED FINANCIAL PLANNER and Registered Financial Planner designations in 1991.

 

Gary specializes in the following areas:

• Retirement and Estate Planning

• Wealth Creation and Preservation

• Investment Planning and Strategies

 

Gary provides a comprehensive written financial plan based on achieving client-specific financial goals. He identifies opportunities for clients and ensures all areas of their financial circumstances are analyzed including Wills and Life Insurance. Gary also provides the following services:

• Regular meetings to keep each client informed

• Special client appreciation events

• Seminars catered to client interests and topics of Financial nature

• Regular letters and statements to keep clients up-to-date and informed on new and current issues including market conditions.

 

Gary dedicates himself to all clients and is concerned about their individual financial well being. His goal is for each client to experience peace of mind and know that they have a sound financial plan.

 

Insurance products available through Fortune-Formula Wealth Management Services Inc.

Stewart Fortune, BBA, CFP®, PFA, RIS

Financial 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.

Heather Cruickshank

Client Experience Coordinator

As a Client Experience Specialist, Heather is dedicated, reliable, supportive and is passionate about helping clients reach their financial dreams. She works directly with our Advisors to process trades, book appointments, resolve account enquires and help our office run smoothly. Heather has over 25 years of administrative and customer service experience and uses her extensive knowledge to provide clients with an unforgettable experience.