Expenses are calculated annually. As the community of advisors grows, the costs per individual advisor may decrease.

100%. FORTÜNA advisors retain the entirety of any fees they earn in exchange for sharing the costs of the dealer. We do not deduct any portion of the fees earned by advisors. This is a revolutionary commission structure for the industry. It allows advisors to maximize their earnings and maintain complete control over their compensation. 

By breaking free from profit-seeking practices. Under our structure, all income will flow directly through each advisor; we as the dealer itself won’t generate any profits. We prioritize your success and create an ecosystem where you can flourish. 

FORTÜNA advisors have an opportunity to influence positive change. Your ideas, insights and feedback are instrumental. They will help to shape our improvement and development strategies, ensuring that we align with the needs and goals of our advisors. With our structure, you have a meaningful voice. Together, we can create an environment that supports your success. 

Because it’s not a sustainable business model for a profit-seeking entity. We pride ourselves in making no profits, and in using this structure to empower advisors. That’s true whether it’s increasing their income or valuing their input. We see an opportunity to be an innovator and change the industry.

Invest it for the benefit of you and your family, reduce fees for your clients to support those who’ve contributed to your success, contribute to charitable causes – the power to make a difference lies in your hands.

We provide you with efficient and customized back-office support, enabling you to focus on delivering exceptional service to your clients. 

Our back-office infrastructure serves as a valuable asset to your practice. We aim to attract some of the top talent in the industry. We’re also committed to enhancing our back-office capabilities based on your desires and requirements. So you’ll have a say in our continuous improvement.

With a cutting-edge back office, you’ll benefit from reduced administrative costs and cut your administrative work by 50%. That means more time to devote to your clients and revenue-generating activities. Together, we can propel your success to new heights. 

Anything they like. We take pride in offering a vast array of mutual funds from leading financial institutions. We firmly believe in granting our advisors freedom of choice. As an advisor, you have unique insights and preferences when it comes to building your clients’ portfolios. That’s why we provide you with unfettered access to the funds you desire. You should be empowering to curate investment strategies that align with your expertise and your client’s goals. Your independence is our priority. We are committed to supporting your vision for your clients’ portfolios.

Yes. These investment solutions are designed and managed by experienced professionals and are tailored to meet the unique needs of your clients with less fees. The solutions offer a range of investment strategies and asset allocations, providing access to exclusive investment opportunities that are typically only available to large institutional investors.

You do. FORTÜNA Wealth Management is committed to supporting your long-term success. That’s true from building and growing your business, to perhaps selling it in the future.

We empower financial advisors by allowing them to own their book of business. Having one that generates 100% commission gives you a unique opportunity to maximize its value. By capitalizing on this advantageous structure, you can significantly enhance the marketability and attractiveness of your financial advisory business. 

We’re based in the Greater Toronto Area. As independents, you are free to work wherever it is most convenient. Select your preferred office location or use one of the FORTÜNA real estate partner locations all across Canada.

Those who have our passion for driving positive change in the financial industry, and are open to shaking up the status quo. We aim to create a community of advisors who share our Mission, Vision and Values, and who thrive in a collaborative environment. Our aim is to assemble a team of advisors who are not only skilled in their field but who are also willing to make a lasting impact and be part of a larger collective mission.

CONTACT US to get started. We know that making the leap from one firm to another is daunting and challenging. So we’ve a dedicated transition team to help make the move quick and effortless, and increase your client retention. We won’t stop until every last component of your transition is complete.