Fortino Private Wealth Management part of TD Wealth Private Investment Advice is dedicated to achieving your long-term financial goals. As a Senior Investment Advisor with over 16 years of experience, John Fortino delivers a holistic wealth planning experience to individuals, business owners, business professionals, and their families.
The journey begins with an in-depth discovery process designed to understand and define all your financial goals. When appropriate, John engages a team of TD Specialists to provide advice on all areas of wealth planning including investments, retirement, risk reduction, tax, and estate planning strategies.
As a holder of CERTIFIED FINANCIAL PLANNER certification by FP Canada and an Honours Degree in Business Administration, John will help create a comprehensive and customized plan for you and your family working alongside of your other trusted advisors such as your lawyer and accountant. This allows families to accumulate, preserve, and transition their wealth with confidence. Whether you are an investor looking for a solid retirement plan, or a plan to efficiently transition your assets to the next generation, John will carefully bring you through his methodical Wealth Management process to ensure you achieve the peace of mind you deserve.
John is a lifelong resident of the Niagara area. He was formerly the dedicated Senior Financial Planner for TD Wealth Financial Planning in Fonthill and surrounding area. He has taken part in many local events such as Pelham Summerfest in Fonthill over the years. He has also served as the Head Trustee for a local cultural organization and is currently the Head Coach for the Under 12 Boys Roma Travel Soccer team.
