At Fortuna Financial Group, we believe in delivering the highest value with added service and commitment to professionalism, ethics and education. We are personally invested in providing transparency, value and the highest quality customer service.
Everyone’s needs and dreams are different. The time to start making them happen is right now, and it all starts with having a financial plan.
Studies show that Canadians backed by a comprehensive financial plan feel:
MORE CONFIDENT
They have improved their ability to save in the past five years
GUILT FREE
Able to indulge in their discretionary spending goals
GOAL FOCUSED
More on track with their financial goals and retirement plans
CRISIS READY
Equipped to deal with unexpected financial emergencies and to weather tough economic times
The Value of Financial Planning
Did you know that when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short? Make the most of your money with the help of a financial security advisor.
Christmas gifts that keep on giving
Christmas is such an exciting time, especially for kids. Parties, decorations, and so many presents! But, as many parents will tell you, kids get more toys and games than they know what to do with, and those often only get played with for a few months, until the…
What's going on in the markets?
Over the past few weeks, we’ve received many calls from clients, all asking the same thing: “What’s going on with the markets?” The two major headwinds currently affecting the markets are: Increased interest rates, to offset inflation, which has had a negative effect…
When should I apply for CPP?
One of the most common questions that we get asked is “When is the right time to apply for CPP?” And honestly, there isn’t just one right answer. You should consider your health,…