Stewart Fortune

Financial Planner

Session Details:

One of the most popular sessions every year, our Advisor Panel this year features three of your colleagues who each have a distinct approach to drawing on the strength of business partnerships to build and grow their businesses. Join Dave Nicholson, for an engaging conversation with Renée Rebelo, Pat Flemming and Stewart Fortune on how they are engaging clients in the current environment, what’s influencing how they deliver advice, how they’re elevating their client experience and delivering better client outcomes. 

Bio:

Stewart joined Investment Planning Counsel upon graduating from Acadia University. His mission is to help others define clarity in their financial goals, and then build a personalized plan to assist in achieving them.

He believes that financial planning is more than numbers and that a true financial plan not only provides a return on investment but a return on life. This entails having a full understanding of the client’s values, opportunities, concerns, and more.
Stewart holds a Bachelor of Business Administration (Co-op) degree with a focus on finance. He holds the CERTIFIED FINANCIAL PLANNER®, Professional Financial Advisor and Responsible Investment Specialist designations. Stewart is also a proud member of Advocis - The Financial Advisors Association of Canada. Advocis is the largest voluntary professional membership association of financial advisors in Canada.

During his off-time, Stewart enjoys long-distance running, golfing, hiking, playing hockey, and spending time with friends and family.