Fortress Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1477 Lower Water St 231, Halifax, Nova S...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Fortress Wealth

Fortress Wealth Management + Designed Securities Inc. is a financial services firm that provides investment planning, wealth management, and protection services to clients across Canada. The company serves individuals, couples, families, high net worth clients, young investors, suddenly single women, and mid-tier pension and endowment funds. Its offerings include a curated selection of stocks, ETFs, mutual funds, fixed income, cryptocurrencies, and structured notes, alongside retirement and estate planning. Additionally, the firm provides insurance products through Fortress Financial Inc. and custom mortgage and lending solutions, including private and alternative lending, via an associate mortgage broker.Explore more
Fortress Wealth's Social MediaPopular SearchesFortress WealthSIC Code 62,628NAICS Code 52,523Show more

Fortress Wealth Org Chart

PhoneEmail
DJ
Canada flag for contact location.

Strategic Principal

PhoneEmail
LD
Canada flag for contact location.

Wealth Management Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortress Wealth

<$5M
1-10
Private
-
-
DJ
Dawson JohnsonStrategic Principal
$6.4M
11-50
Private
-
2003
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1999
PL
Pamela LaversPrincipal Partner and President and SrFinancial Advisor Snd Certified Financial Planner
<$5M
1-10
Private
-
-
BR
Brandon RenaultLife Insurance Specialist
<$5M
1-10
Private
-
2021
TB
Thomas BuschVice President, Lending and Mortgage Adjudication
<$5M
1-10
Private
-
-
TE
Tatiana EnhorningAssociate Portfolio Manager & Investment Associate & Advisor
Illustration of an envelope

Fortress Wealth Tech Stack

A closer look at the technologies used by Fortress Wealth

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Frequently Asked Questions Regarding Fortress Wealth

What is Fortress Wealth's official website?
Fortress Wealth's official website is www.fortresswealth.ca
What is Fortress Wealth's Revenue?
Fortress Wealth's revenue is <$5 Million
What is Fortress Wealth's SIC code?
Fortress Wealth's SIC: 62,628
What is Fortress Wealth's NAICS code?
Fortress Wealth's NAICS: 52,523
How many employees does Fortress Wealth have?
Fortress Wealth has 1-10 employees
What industry does Fortress Wealth belong to?
Fortress Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Fortress Wealth competition?
Fortress Wealth top competitors include: Yes Capital Atlantic, The Tower Group, The Wronski Cann Group, Nova Scotia Financial Management
What technology does Fortress Wealth use?
Some of the popular technologies that Fortress Wealth uses are: Sentry, Google Font API, F5 BIG-IP Platform, Font Awesome
What does Fortress Wealth do?

Fortress Wealth Management + Designed Securities Inc. is a financial services firm that provides investment planning, wealth management, and protection services to clients across Canada. The company serves individuals, couples, families, high net worth clients, young investors, suddenly single women, and mid-tier pension and endowment funds. Its of... ferings include a curated selection of stocks, ETFs, mutual funds, fixed income, cryptocurrencies, and structured notes, alongside retirement and estate planning. Additionally, the firm provides insurance products through Fortress Financial Inc. and custom mortgage and lending solutions, including private and alternative lending, via an associate mortgage broker.Read More

What are Fortress Wealth social media links?
Fortress Wealth Linkedin page
Is Fortress Wealth a public company?
Fortress Wealth is private company therefore does not currently have an official ticker symbol
See more information about Fortress Wealth

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