Sail to Prosperity
your assets guided by professionals.
Philosophy
Fortune Asset Management positions itself as a privileged partner that supports business owners, professionals, executives, and retirees in increasing their wealth and managing their assets, emphasizing the importance of taxation in the preservation, growth, and transfer of capital. Our approach, focused on the human aspect and personalization, aims to understand and anticipate the unique needs of each client, ensuring risk management and wealth growth. At Fortune Asset Management, your financial well-being and the quality of our relationship are at the heart of our mission, with a holistic approach that balances objectives, risks, and investment performance.
Lasting
relationships
based on trust.
Team
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Maxime St-Michel
PORTFOLIO MANAGER AND WEALTH ADVISOR
Maxime has 15 years of experience in the field of market finance with recognized expertise within the investment sectors of major Canadian financial institutions such as the Montreal Exchange, National Bank, and Caisse de dépôt et placement du Québec.
As a portfolio manager for independent investment firms, he has led the management of equity and derivatives on stocks and interest rates portfolios. In the last 5 years, he has focused on holistic wealth management.
Maxime holds the CIM® designation Chartered Investment Manager and has a background in wealth management. He is a graduate of HEC Montréal and a member in good standing of the Autorité des Marchés Financiers.
Sarah Lexa
LICENSED ASSISTANT
SUPERVISION OF OPERATIONS
When it comes to custom solutions, it’s all about tailor-made service. With proficiency and efficiency, our support team accompanies you daily in implementing the chosen strategies. They handle all operations related to your account, ensure administrative follow-up on files, and facilitate transfers as needed. At all times, they respond promptly and accurately to your inquiries.
Testimonials
Alex
Competent Team
The team at Fortune is remarkable, combining skill and availability. Their advice has been a cornerstone for the growth of my wealth.
Grace
Customized Strategies
Their personalized approach won me over. Fortune Asset Management developed strategies perfectly aligned with my financial goals.
Yacine H.
Exceptional Service
Fortune Asset Management exceeds my expectations with their tailored service and tax expertise. A high-quality financial partner.
Julie R.
Lasting Trust
With Fortune, I have established a lasting trust relationship. Their commitment to my financial interests and the quality of the relationship are exceptional.
Contact us
Give yourself a financial consultation! Explore new opportunities and optimize your financial situation right now.
