WHO WE ARE
We are an established, well-known, and respected wealth management company offering premier services and experiences to our clients.
We judge our success and value based on how well your financial goals are achieved.
Here at FORTAX, we provide a full suite of financial advisory services, including Tax Preparation, Wealth Management and Insurance solutions. Our proven track record is backed by the demonstrated financial strength and premium returns.
Our experts are passionate about living our company values: honesty, persistence, teamwork, and excellence.
In doing so, we improve our financial security, wealth, business planning, and growth, allowing our knowledgeable team to provide the best financial products with the ultimate goal of financial independence.
Wondering what makes FORTAX unique? Here at FORTAX, we are confident it is our people who set us apart. We have quickly established our company as one Canadians turn to when they want to plan their wealth, investments, and taxes. Our specialists understand the financial implications and the correct adjustments that ensure sustainable stability.
We work diligently to serve our clients with many services to ensure peace of mind knowing their finances are in the hands of experts who truly care.
Since our establishment, we have happily served thousands of clients and increased their overall net worth.
Our clients range from young adults, to families, retirees, business owners, and investors.
Financial Planning
Planning with diligence and foresight to ensure excellent long-term performance.
Tax Preparation
Comprehensive tax planning strategies that protect your hard-earned money.
Wealth Management
Building sustainable wealth by ensuring your money is safe and constantly growing.
Risk Management
Making the right decisions with the support of industry leading professionals.
Insurance Solutions
Protect and cover your personal and financial obligations with confidence.
Others
Our experts will look at the complete picture to ensure you are well covered in each aspect of your financial life, weather it is Wealth Management, Tax Planning, or Insurance Planning.
FORTAX Private Wealth is a Toronto-based financial company.
Founded on the belief that our clients deserve the best in wealth management and tax financial consulting.
Established in 2014, and always evolving, FORTAX provides a diverse range of services to meet the needs of Canadian clients.
Our mission is to simplify and improve financial solutions for individuals, families, business owners and investors. With this aim in mind, FORTAX continually provides financial services tailored specifically for Canadians, including tax consultation, tax preparation, wealth management, risk management, and diversified insurance.
Over the years
FORTAX has built a reputation for reliability, trust, professionalism, and integrity.
The FORTAX approach takes a deep look into the financial picture and develops a strategy that helps boost financial gains.