How We Help - Fortress Wealth Management

The Value of Advice

Life is busy. You work hard to make life better for you and your loved ones. We work with you and your specific needs to provide a unique and comprehensive money plan so you do not have to worry. Just as you need a doctor for your health, you need an independent financial advisor for your financial health.

Investments

We offer clients the widest curated and independent product shelf available.

• Stocks, ETFs and mutual funds.
• Fixed income opportunities.
• Savings vehicles including GICS.
• Liquid alternatives (OM).
• Cryptocurrencies.
• Institutional grade opportunities.

And much more.

The No Fee Plan

Every one needs financial advice, even if you are starting out small. That is why we offer a No Fee Plan.

Our Accounts

We offer a complete range of investment accounts.

• Cash
• Retirement (RRSP, RRIF)
• Tax-free Savings (TFSA)
• First Time Home Buyer (FHSA)
• Education Savings (RESP)
• Disability Savings (RDSP)
• Margin, Corporate, Trust and Joint accounts

Custom Mandates

Do you or your organization need a specific investment plan? Contact us.

We Make Plans

You can't reach your destination without a plan, so we provide free financial and estate planning.

Get a Free Plan Here!

Protection

We can integrate protection* into your financial plan:

• Life Insurance
• Mortgage Insurance
• Segregated Funds
• Travel Insurance

* Provided by Fortress Financial Inc.

Retirement

There’s one factor that plays a role in every successful retirement — good planning. So we provide:

• Cash Flow Management
• Needs Analysis
• Tax minimization strategies
• Retirement Plans (RRIF, RLIF)

Will, Living Will & POA

We can help you prepare before visiting a lawyer.

Mortgages

Need expert mortgage advice? We can get you the best advice and great rates*.

* Provided by The Mortgage Group

Education

We pride ourselves on educating our clients. We offer seminars and custom presentations to groups. Just let us know what you need.

Other Professionals

We frequently partner with accountants, lawyers and other specialists. If your client needs our help, please contact us.

Souls Harbour

We support Souls Harbour. They provide food and clothing, shelter, and life-changing programs to neighbours living with poverty, homelessness and other life challenges in Nova Scotia.

Donate or Volunteer Today

Free Advice

You must gain control over your money or the lack of it will forever control you. -Dave Ramsey

The Gold Aureus

The gold Aureus was the standard gold coin of ancient Rome originally valued at 25 pure silver denarii. This one portrays Augustus (63 BC to 14 AD), the first Roman emperor and grand-nephew of Julius Caesar.