Fortin Wealth Advisory Group

10/09/2026

NEWSLETTER ALERT!!!

In this edition, we look at what happens when market leadership finally broadens and why diversification never needed a comeback. It simply kept doing its job. We also cover the AI data-centre buildout and where the opportunities may move next, why long-term bond yields may matter more than the next rate decision, and a few honest thoughts on tariff talk. Click the link below to learn more!

http://spr.ly/6189BG7wQ3

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09/30/2026

A rewarding week in Toronto at the "Mothership" (Marble Tower).

Several years ago, I saw an opportunity to elevate how we develop and support emerging advisors. What began as an idea evolved into a pilot: a four-session Associate Professional Development Program focused on foundational communication skills, relationship building, and delivering an exceptional client experience.

This week, it became official.

I'm incredibly proud that BMO Private Wealth has chosen to roll out the program more broadly and use it as a foundation for future career development initiatives across the organization.

What made this moment even more meaningful was experiencing the final session alongside two associates from our own team. Watching talented professionals invest in their growth and development has been one of the most rewarding parts of the journey.

The setting wasn't bad either. We spent our time learning and collaborating from the executive floors, bathed in natural light, overlooking Toronto Harbour, with hallways that double as a BMO art gallery. A fitting backdrop for conversations about growth, leadership, and what the future of our profession can become.

In our work with multi-generational families, we often talk about planting seeds whose full impact may not be realized for years, or even generations. Leadership and talent development are much the same. We don't always get to see the full outcome of the investments we make in others, but we trust that those efforts will compound over time.

Innovation doesn't always come from creating something entirely new. Sometimes it comes from seeing what is possible, building it, and having the persistence to bring others along with the vision.

Grateful to everyone who supported, challenged, and helped shape this program along the way. Excited to see how it continues to develop future advisors and leaders across the firm. Specifically: Your trust in "by advisors, for advisors" is in itself a disruptive statement for our industry. Bravo!



"We don't always get to enjoy the shade of the trees we plant." This sentiment sits at the heart of both wealth stewardship and leadership development, and it feels especially fitting as I reflect on this milestone.

08/07/2026

One of the greatest challenges in investing is staying focused on the long term when the short term feels uncertain.

Yet when we look back over the last 50 years, we see a world that experienced wars, recessions, political change, financial crises and countless unsettling headlines. Through it all, innovation continued, living standards improved and businesses created substantial value.

One of my latest articles explores this idea through the lens of history, economic growth and market returns.

It's a timely reminder that while uncertainty is permanent, so too is human ingenuity, adaptation and progress.

Well worth the read.

To read it you can click here: http://spr.ly/6182B1Emg8

A $100,000 investment, left untouched and allowed to compound, would have grown to multiples of its original value—without requiring precision, timing, or prediction.

07/22/2026

One of the most interesting investment topics isn't a stock, sector or headline... it's liquidity.

Ryan recently wrote a great article explaining how money supply, quantitative easing and the velocity of money influence both the economy and financial markets.

It's a reminder that market returns aren't driven solely by company fundamentals; they're also influenced by the broader monetary environment in which those companies operate.

Well worth the read for those interested in what happens beneath the surface of market cycles.

http://spr.ly/6188BEWkqC

07/15/2026

Some conversations stay with you long after they end.

Earlier this year, I had the opportunity to participate in a fireside chat with Brookfield's Bruce Flatt. What struck me most wasn't a discussion about markets, interest rates, or the next investment trend. It was a conversation about ownership, infrastructure, and the structural changes reshaping our economy for decades to come.

One theme stood above the rest: Energy.

As digitalization, artificial intelligence, and electrification accelerate, the world's future may be defined less by technology itself and more by the infrastructure required to power it.

In my latest article, I share some reflections from that discussion and why I believe we are entering a generational infrastructure buildout that will create both challenges and opportunities for long-term investors.

The question is no longer whether demand is coming, but whether we can build enough supply.

To check out my article click here:

I had the unique opportunity in February of this year to be part of a fireside chat with Bruce Flatt.   A rare visit to Canada on his way through from London UK to the Superbowl, with a stop in Toronto for the fireside (and, I’m sure some investment discussions and maybe even a visit with his ol...

05/29/2026

NEWSLETTER ALERT!!!!

In this edition, we step back from the noise and focus on what is structurally changing beneath the surface.

From the generational buildout of global energy infrastructure, to the long-term lens on market progress, to the role liquidity plays in shaping cycles, this newsletter is centred on one theme: what truly drives durable wealth over time.

Click the link below to learn more!

https://nesbittburns.bmo.com/Christine.Fortin/blog/833901-SpringSummer-2026-Newsletter

If you would like to be automatically subscribed to our newsletter, email [email protected]

05/08/2026

This Sunday, I’m taking a moment to reflect on the role mothers, and mother figures play in shaping the lives and families around them.

It’s not always in the big, visible moments. More often, it’s in the consistency. The quiet check-ins. The way they create stability when life feels busy or uncertain. The way they keep everyone connected, often without asking for recognition.

In both my own life and in the families I have the privilege of supporting, I see how much of that strength sits at the center of everything.

It’s thoughtful. It’s steady. And it has a lasting impact across generations.

To all the mothers who show up every day with care, patience, and intention... thank you. What you do matters more than is often said, and it does not go unnoticed.

04/14/2026

Recently, I had the opportunity to hear from George Friedman, a geopolitical strategist whose work explores the long‑term cycles that shape nations and markets. One of his core observations, that the United States tends to go through periods of upheaval and renewal roughly every 50 years—has stayed with me.

It immediately connected to many of the conversations I’ve been having in client reviews.

When viewed through a historical lens, much of what we’re seeing today isn’t anomalous or unprecedented, it’s part of a recurring process of reinvention. Periods of tension, polarization, and disruption have often preceded meaningful structural renewal and long‑term progress.

That perspective doesn’t eliminate uncertainty, but it does help reframe it.

In investing and in leadership, understanding where we are in a cycle matters. It allows us to separate noise from signal, stay focused on fundamentals, and make decisions grounded in long‑term thinking rather than short‑term emotion.

History doesn’t repeat, but it often rhymes. And when we step back far enough, patterns begin to emerge.

04/09/2026

Hearing Jon Montgomery share his journey offered a powerful counterpoint to the idea that success follows a predictable or early path.

What stood out wasn’t raw talent or early dominance, it was patience, exploration, and a willingness to grow into the right discipline at the right time.

Between his story and others we’ve heard recently, it’s clear that many elite performers don’t peak early. They evolve. They try things. They step away. They come back stronger, with perspective and intention.

There’s something reassuring in that. Whether in sport, leadership, or business, meaningful success often comes from staying open, reflective, and committed to development long before outcomes are obvious.

A reminder that progress doesn’t need to be rushed—and that clarity often arrives only after experience does.

04/06/2026

I had the opportunity to spend the day with Third Factor, whose work focuses on coaching Olympic coaches—a highly specialized discipline when you’re supporting high‑performance teams operating under pressure.

What resonated most was how transferable this thinking is. At the highest levels, leadership isn’t just about performance—it’s about developing people, sustaining excellence, and supporting growth across different stages of experience.

It’s a reminder that this is also a critical part of our role as team leads: developing talent, supporting talent across multiple generations, and creating an environment where people can perform, adapt, and evolve over time.

Those same lessons extend directly to the entrepreneurial families we work with—particularly as they think about leadership within their own organizations, succession, and how to empower the next generation to lead with confidence and clarity.

High performance is rarely accidental. It’s built thoughtfully, over time, with intention.