The Holistic Approach
All Financial Success
Begins with A Plan
A plan will remain a plan until you act on it.
Here at FORTAX, we will make sure to act on it by creating a customized financial plan that is unique to your financial goals. We will monitor and track your financial plan process so that you don’t have to. We will ensure that your financial goals are reach and not remain as a dream.
Any investing plan begins with setting your financial goals. Whether it’s to save money for a big purchase, plan for post-secondary education, have a nest egg in place for retirement, create a legacy, make a charitable donation from your estate, or have the freedom to fulfill your “Bucket List” without affecting your quality of life today, FORTAX can help you customize a plan. We’ll help you stay on course to achieve your financial goals and to make regular adjustments that keep your destination in sight.
Each element of our investment strategy is tailored around you, your family, and your financial goals.
At FORTAX, Wealth Management is more than just investing, our advisors will ensure your portfolio is aligned with your holistic vision, whether you want to invest in sustainable energy, specific sectors or geographic areas within several industries. We ensure your portfolio will reflect your goals and vision.
We care about your priorities. Work with a FORTAX advisor to set your financial goals, customized a plan that fits your needs, and be prepare for the unexpected. With FORTAX your plan evolves with you.
Benefits of working with a FORTAX Advisor
- Your advisor will go the extra mile to build a tailored portfolio that suits your goals and vision.
- Our team of experts will ensure your investment portfolio is also tax efficient
- You will have access to the lates technology to ensure you can view your investment 24/7.
- Estate planning strategies to transfer wealth to your next generation
- Our in-house 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.
Our selecting process for choosing investment is based on your risk capacity, types of investments, time horizon and other factors that is related to your investment preferences.
The Value of Advice
Advised Canadians are more successful in building their net worth and reaching their financial goals.
Advisors make a real change in the lives of Canadians from all socioeconomic status and financial levels. Most Canadians believe they don’t have enough money to invest when they start working with an advisor, however, they can see an improvement in the medium to long term.
Research shows that investors who worked with an advisor have 3.9 times more assets than those
who didn’t according to research conducted over a 15-year period (see chart below).
Advised clients are wealthier overtime.
Are You Investing Enough?
Estimate how much your registered retirement savings plan (RRSP) will be worth at retirement and how much income it will provide each year.
Portfolio Key Elements
- Risk Reduction
- Return on Investment
- Tax-Efficient Portfolio
- Diversified Portfolio
- Freedom of Investment Products
- Tailored to your goals