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Blake Dalton, CFA

Investment Advisor

Home» Our team» Peter G. Fortune

Our team

Peter G. Fortune

Estate Planning Specialist

Peter Fortune is an Estate Planning Specialist with Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth, and is a consultant to our clients. He brings over 30 years of experience in the insurance^† and financial services industry. He has held various roles including Industrial Accountant, Financial Analyst, Branch Manager for a major Canadian Chartered Bank, and field representative in the life insurance industry. Together, Peter and I provide the solutions and services needed by high net worth clients.

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”)

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.