Accountants

FORTAX > Partner with Us > Accountants

Partner with us to access our wheel of Financial Solutions

At FORTAX, we’re building a financial network of like-minded professionals who are willing to walk the extra mile for their clients. We welcome Accountants who wish to collaborate with others financial specialists to create meaningful financial strategist for their clients.

As your partner, we’ll help you deliver an exceptional client experience that cements client loyalty and drives new business. Happy clients equate to returning clients which is great for your business.

What we offer

Partner with FORTAX, add value to your services, and ensure your clients are well served accessing unlimited financial solutions.

  • We do not offer other services to your clients
  • Collaboration with other financial professionals to develop the best investment strategies and reduce your client's taxes while increasing their net worth.
  • Planning strategies that enable your clients to make the most out of their taxes or accounting needs.
  • We provide the best structure available, ensuring you offer top quality services
  • Our experts unlock access for your clients to an abundance of financial options and the best strategy implementations

Want to learn more about FORTAX partnership program? Contact Us today.

The world is rapidly changing and so accounting and financial services.

What hasn’t changed is that ethical accountants seriously pursue practices focused on putting their clients’ interests first. Unfortunately, the growth and advisory initiatives contradict the bureaucratic and unilateral directives of many companies, putting at odds the principle of providing true financial solutions for clients while increasing their net worth. Discover how we can work with you to break past your ceiling of complexity, expand your business and access new opportunities.

The support and knowledge offered by our team here at FORTAX Private Wealth speaks for itself. We are setting new standards within the industry, promoting professional team collaboration to enhance the level of care you provide to your clients.

The combination of services along with our passionate staff and proven business model allows us to provide support in ways that are unique to the needs of your clients. With our platform, you can provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from Financial Planning, Portfolio Management, RRSP, TFSA, RESP and other accounts, Estate Planning and Insurance to name a few.

When you partner with FORTAX, you’ll be ready to bring your clients into the next generation in Wealth Management.

Whether you want to expand your list of services or, collaborate with trusted financial advisors to tailored financial strategist for your clients, we’re here. We support your business with a number of options to take your services to the next level.
Our financial planning strategies will give you a tremendous advantage over other accountants in the industry, allowing you to assess your services as top quality. Our advisors will collaborate with you to improve your client’s financial well-being and make sure the best strategies are offered to your clients.
Refer your clients for our wheel of Financial Services and receive top dollar referral fee.
The FORTAX Platforms allows you to earn extra income while ensuring that your clients are in good hands.
  • Investment
  • Insurance Solutions
  • Mortgages
*Minimum investment required

FORTAX respects that our partnered Accountants know what is best for their clients.

Our role is to facilitate an exceptional customer experience allowing you access to our resources to create the best solution to fit your clients’ needs. As a valued partner Accountant, you’ll be free to build your business and create a flexible solution that works for your needs. Our advisors will focus on your clients’ essential elements and implications and develop an appropriate plan to help them achieve your clients’ financial goals.

As a partnered Accountant, we will help you improve your clients' affairs.

FORTAX is always open to innovative ideas that support growth and innovation. Partner with us and take your clients to the next level of wealth and financial independence.

Join us to access our financial solutions

Partnering with us allows you to offer other in-house services to your clients such as:

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Wealth Management

Building sustainable wealth by ensuring your money is safe and growing.

  • RRSP
  • TFSA
  • RESP
  • Non-Registered Accounts
  • FHSA (First Home Savings Account)
  • And much more
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Risk Management

Making the right decisions with the support of industry leading professionals.

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • Group Benefit Insurance
  • Business Overhead Expense Insurance