empower your practice with fortüna wealth management

Why choose us

Unlock the full potential of your financial advisory business. You work hard to empower your clients, and with FORTÜNA Wealth Management, you now have a model to empower yourself.

We're passionate about providing financial advisors with the tools and structure they need to succeed. Be part of a culture that fosters innovation and excellence, offering reduced administrative workloads and significantly higher profits for advisors.

Get 100% Commission

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With our Shared Dealer Structure, administrative costs are distributed among all advisors. In exchange, you'll receive 100% of the well-earned commissions generated by your business. Maximize your income like never before.

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Our structure gives advisors a meaningful voice within the firm around major decisions.

Own Your Book of Business

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Advisors dedicate their time and efforts to serving clients and should have a capital ownership right to all of that hard work. Our lucrative Shared Dealer Structure and 100% commission means you can build an even more attractive book of business that drives maximum value for your exit strategy.

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With a cutting-edge back office, you'll cut your administrative work by at least 50%. Streamlined processes and increased productivity translate into more time to devote to serving your clients and building your business.

Find a Smooth Transition

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Our industry-leading transition program ensures your move is quick and effortless and helps you to increase your client retention.

Have Freedom of Choice

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FORTÜNA advisors have access to a comprehensive array of diverse mutual fund portfolios – and the freedom to make objective product choices from any they prefer. We make it easier for our advisors to meet the diverse investment strategies and objectives of their clients.

Gain access to managed solutions

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

Work Where It's Convenient

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As independents, our advisors are free to be based anywhere they want. They can select their office location or use one of the FORTÜNA real estate partner locations all across Canada.

Be Part of Something Bigger

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As a FORTÜNA advisor, you can feel part of something larger – a firm that's striving to change the industry and change the fortunes of you and your clients.

Learn More About Our Shared Mutual Fund Dealer

Historically across the industry, fees and commissions generated by an advisor's book of business go to the dealer or financial institution, which then pays a percentage to the advisors. Some dealers and institutions pay more, some less. Yet in all cases, a significant portion of what advisors generate funnels up to the top levels. We decided to turn the model on its head.

FORTÜNA Wealth Management views the dealer as a flow-through structure, where funds are transferred to the advisors without any third party taking a percentage.

At FORTÜNA, advisors gain the exclusive opportunity to acquire a share. Collectively, advisors cover the costs associated with maintaining the dealer. That's what we call a Shared Dealer Structure. These expenses are calculated annually and split, resulting in an equitable and cost-effective model. For each individual advisor, expenses are modest. As the community of advisors grows, the costs per individual advisor decrease.

This approach ensures that all commissions – 100% of them – flow through to the advisors. We do not deduct one nickel.

A corporation that transfers 100% of the commission to their advisors, without retaining any profit, has been non-existent – until now. We believe in shifting the focus away from profit accumulation and towards empowering advisors. You give 100% to your clients and deserve 100% of the commissions.

We're seeking advisors who have our passion for driving positive change in the financial industry.

What makes the right fit?

We take into account the advisor's AUM to ensure that joining us aligns with their professional goals and aspirations, enabling them to thrive in our environment. Yet AUM is just one consideration in assessing the fit between an advisor and our firm. We also look at a host of other factors, like the advisor's:

- professionalism
- years of experience
- willingness to embrace change in their work practices
- ability to provide meaningful assistance to clients
- desire to try new things
- commitment to charitable endeavours

We aim to create a community of advisors who share our Mission, Vision, and Values, and who thrive in a collaborative environment.

Contact us today to learn more about how you can benefit from our Shared Dealer Structure and how you can help reshape the financial industry.

FORTÜNA Wealth Management has introduced a groundbreaking shared expense model. The costs of maintaining the dealer are distributed among advisors, creating a fair, transparent, and cost-effective solution for everyone. The costs shared are solely intended to cover our expenses, not to generate profits for any party involved. All income will be distributed to advisors.

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 empowered 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.

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