John Fortino began his career with the TD Bank more than 16 years ago. He had worked as a Financial Advisor at TD Canada Trust, then on Pelham Street in Fonthill as a Financial Planner with TD Wealth Financial Planning before assuming the role with TD Wealth Private Investment Advice on October 2021.
Fortino says, “I had been the Senior Financial Planner dedicated to the Fonthill area for more than a decade, up until the Fonthill branch closed in 2021. I was at the branch every Friday and my clients would tell me that they appreciated this consistency. Although most clients would make an appointment, others knew me well enough to drop in on Fridays to chat and ask questions.”
John Fortino’s current role is Senior Investment Advisor with TD Wealth Private Investment Advice. He says, “I work with my clients to provide relevant, customized wealth advice and strategies tailored to their needs. I strive to understand my clients’ values and vision for success.” Fortino’s goal is to create a personal investment and wealth plan that combines,
- A balanced and disciplined investment management approach to wealth preservation and growth
- Access to a range of investment solutions aligned to their goals
- Access to a team of TD specialists
- Access to a broader range of specialists
TD Wealth Private Investment Advice allows John Fortino to better support the complex needs of his high-net-worth clients by accessing a wider range of TD specialists. Fortino says, “The larger specialist team helps me deliver tailored solutions beyond investment management, including estate and trust services, and tax strategies.”
Fortino feels that in-person meetings are critically important to a successful client/advisor relationship. He says, “I always start my initial meeting with a robust discovery process that allows me to fully understand the client’s current situation. I also gather all of the important information so that we can provide a full and comprehensive Financial and Wealth Investment plan.”
From that point, other experts may be engaged. Fortino will draft a customized plan which acts as a guide that will evolve over the course of the client relationship. Fortino will communicate regularly with the client over the phone and virtually for those who prefer these option.. However, Fortino stresses, “I always like to meet at least annually in person or more frequently if the client prefers for a full financial review.”
New clients
John Fortino has the capacity to take on new clients and welcomes the opportunity to do so. He can meet with clients at their home or business, or a location of their choice. For clients in the Fonthill area, he can arrange a meeting at the TD Canada Trust branch that is closest to them, which is usually the TD Canada Trust branch on Niagara Street in Welland.
Fortino says, “My process is simple. I try to respond to clients within a 24-hour period, most often the same day. I know my clients, their situations, and their preferences well.” Fortino is the first point of contact when a client needs any financial advice. He says, “Even if their kids need a mortgage or clients need to update their Will and Powers of Attorney, I will make a referral to another qualified professional in my network.”
John Fortino believes execution and follow-up are essential when dealing with clients’ finances and having the most current tax legislation changes and knowledge of the market environment is crucially important for to help his clients meet their financial goals.
John Fortino is a financial professional who understands clients’ needs and goals for the future. He helps to make their financial journey easier. Contact John Fortino at (905) 935-7359, via email: [email protected] or online.
