Advisors

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Elite Financial Advisor

At FORTAX, we’re building a world-class company solving a formidable challenge: democratizing premium wealth management for investors of all sizes. This type of commitment can only be accomplished with a focus on building a team and culture that values innovation for the betterment of all.

Join us and become an Elite Financial Advisor. We’ll help you deliver an exceptional client experience that solidifies client loyalty and drives new business.

In-House Services

Partnering with FORTAX allows you to offer additional in-house services to your clients such as Tax Planning, Tax Preparation, Insurance, Mortgages, and much more — adding substantial value to your practice. 

  • We help streamline your processes, increase productivity, and grow your bottom line

  • We provide the best structure available, ensuring you offer top quality services

  • Our platform is designed to reduce advisors’ administrative workload

  • Our experts unlock access for your clients to an abundance of financial options and the best strategy implementations

Want to learn more about FORTAX In-House services? Contact Us today.

Reasons to Partner with Us

  • Premium Compensation
  • Referral fee structure
  • Quick Access to Your Clients' RRSP and TFSA Contribution Rooms
  • In-house Tax Specialists ready to Prepare Your Clients’ Tax Returns
  • Support for fee-based model
  • Ultra-low and No Fees for Fee-based Accounts
  • Model Portfolios
  • Office Spaces All Across Ontario
  • Website & Marketing Support
  • Online Management Portals
  • Latest Technology to Help Grow Your Book of Business
  • 50% Administrative Work Reduction with Our Platform
  • Freedom to make objective product choices
  • Support for Insurance planning
  • Quality of product offering
  • Client retention
  • Build your book of client
  • Exit/ Retirement strategy

Book a Discovery Meeting

Learn more about partnering with FORTAX.

Learn More About Us

Watch the following video to learn more about the advantages of joining FORTAX.

There's been significant change in the financial services industry over the last two decades. 

Ethical advisors earnestly run wealth management practices centered on putting their client’s interests first. The growth initiatives coupled with endless bureaucratic have put advisor at odds with this principle. For these reasons, here at FORTAX we focus on technology and support you to ensure your focus stays with your clients.

FORTAX works closely with financial advisor partners to break through ceilings of complexity, simplify business operations, and unlock new exciting opportunities.

FORTAX Private Wealth provides unmatched support and knowledge backed by industry leading financial professionals. Day by day we are setting new standards within the industry for the highest level of care provided to clients.

A variety of high quality services coupled with our passionate team of professionals, and proven business model, allows us to provide support in ways that are unique to the needs of your clients. With our unique platform, you can provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our full suite of financial services cover everything from financial planning and portfolio management to tax preparation, and estate planning.

When partnering with FORTAX, you’re equipped to bring your clients into the next generation of wealth management. We work with you to implement growth strategies while maximizing value and scaling your business, or helping to map your exit plan.

We help you maintain your clients as top priority. Whether you want to grow or exit the business, we are looking for experienced financial professionals who want to positively impact their clients financial futures while achieving their specific goals

Whether wanting to refine your client segmentation strategy, focus on niche markets, or define succession plans – FORTAX is ready to support your business with a number of options to take your services to the next level. 

We offer quick access to your clients’ tax information allowing you to verify their RRSP and TFSA contribution room which enables you to accomplish more without having to burden your client.

Our tax planning strategies provide a tremendous advantage over other financial advisors in the industry, enabling you to assess your services as top quality.

The FORTAX platform allows you to use in-house tax specialists to prepare your clients tax returns. These specialists enable you to communicate any irregularities or strategies to improve your clients’ financial well-being, and ensure you offer the best possible strategies.

Our industry-leading Transition Program ensures your move is quick and effortless. We don’t stop until every last component of your transition is complete.

We know that making the leap from one firm to another can be daunting and challenging, thus we have a full-time dedicated transition team ready to help you. Our dedication and experience providing seamless transitions makes joining our team, and building your business, easier than ever.

FORTAX values an entrepreneur mindset and our compensation structure reflects that. It is simple, easy to understand and well above industry standard.

Contact us to learn more.

As an independent advisor, we look to you for new and innovative solutions to help improve clients' wealth

In addition, we offer services to foster your growth and innovation. Join FORTAX and take your clients to the next level of wealth and financial independence.

FORTAX respects that our Advisors know what is best for their clients

Our role is to facilitate an exceptional customer experience and grant you access to resources which allow you to create the best solutions tailored for client needs. As a valued advisor, you’ll be free to build your business and create flexible solutions that work for your specific needs. Our advisors focus on their clients’ essential elements, implications, and develop an appropriate plan to optimize financial goals.