Professional, Structured, and Surprisingly Personal What I value most about Fortis Equity and Reserve is the balance they strike between professionalism and a personal touch. The strategy they built for me feels structured and well thought out, yet I never feel like “just another account” on a list. They take the time to walk me through performance, answer detailed questions, and adjust the approach when my own circumstances change. The returns have been excellent, but equally important, I feel completely comfortable and confident with how my money is being managed.

Date de l'expérience: 09 December, 2025