Stewart Fortune
Financial Advisor
stewart.fortune@ipcc.ca
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 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.
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