Fortin Boulton Advisory Group

Our expert team is here to meet your financial needs

Guide. Build. Optimise.

Fortin Boulton Advisory Group, located on the North Shore of Montreal, combines professionalism with an authentic approach. You will be supported by a dedicated team, ready to assist you. We deeply value the trustful relationship we develop with you over the years. Managing your wealth is essential, and we understand the importance of reliable support to meet your financial needs and allow you to enjoy life with complete peace of mind.

Our mission

We aspire to maintain a lasting relationship with you, your family, and throughout your journey. Our advisors, experts in their field, ensure a high-quality experience that precisely meets your needs. Dedicated and attentive, our team is committed to providing you with support that meets your expectations through the different stages of your life. Our approach aims to maintain rigorous oversight to ensure the long-term financial stability of your family, while adapting to changes in the economic context.

Our values

We prioritize proactivity in anticipating your needs and delivering insightful advice. Our commitment to being proactive means we are constantly vigilant in identifying opportunities and challenges, ensuring we are always ready to respond swiftly and effectively.

 

According to us, trust is the foundation of a lasting relationship. We are committed to creating this climate of trust by supporting you throughout your financial journey.

 

Collaboration is at the heart of our approach, as it strengthens our relationships with you and within our team. Ensuring effective and collaborative communication allows us to better understand your specific needs and find innovative solutions.


 

We implement meticulous procedures to ensure superior quality in all aspects of your wealth management. Our rigorous approach guarantees precision and excellence, providing you with peace of mind and confidence in our services.

 

Contact us

Get contact information for our team members and find out where our offices are.