Fortress Wealth Management + Designed Securities
Plan  |  Build  |  Protect


We make it simple

What we do

We plan, build and protect the financial you.

We work with individuals, couples, families, mid-tier pension and endowment funds and companies across Canada, including, high net worth clients, young investors and suddenly single women, to make the financially complex simple.

We fit your lifestyle, whether meeting around the kitchen table, on the phone, or virtually.

Let's have a coffee and chat

Virtually or in person (we are buying). Get a free non-obligation second opinion on your financial health.

Let's chat

Free Financial Plan!

We are part of Planswell's trusted advisor network. Planswell provides free financial plans and partners with advisors who provide financial planning advice to give Canadians the opportunity to implement those plans and get on track to reach their short- and long-term goals.


For your free plan scan the QR code or click below. 

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Give

Discover how Soul's Harbour supports vulnerable communities with meals, housing, and more. Join us in making a difference

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Free Advice

How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case. -Robert G. Allen

The Canadian 10 Dollar Coin 

The ten-dollar piece was only produced from 1912 to 1914. The Currency Act of 1910 provided for gold coins to be issued in denominations of $2.50, $5, $10 and $20. However only $5 and $10 pieces were issued and they were discontinued with the start of WW1.