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FORTAX > Services

What We Do

We are passionate about providing our clients with personalized financial solutions and advice to assist them throughout every stage of their lives.

Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, and estate planning. We value a holistic approach to ensure everyone, advisors and clients, succeeds and prospers together.

Tax Preparation

FORTAX Tax Specialists understand the tax implications that successful investing can bring. We’ll develop a complete tax planning strategy that protects as much of your hard-earned money from the taxman as possible.

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Wealth Management

Take advantage of tax benefits while building up your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA). Our advisors will regularly review your Portfolio to make sure it’s as tax-efficient as possible, and keep your investment portfolio diversified and profitable to help you have the retirement you’ve always dreamed about.

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Insurance

Protect your mortgage and cover financial obligations in the event of death, critical illness, or disability with term insurance. Unlike many mortgage insurance policies, term benefits aren’t married to the value of your mortgage, but are guaranteed for the life of the policy.

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