If you're looking for a firm to manage your hard-earned assets and provide you with investment management services—so you can enjoy your retirement or whatever else matters most to you in life—then you have come to the right place.
For over 40 years, we've helped clients down the path of reaching their financial goals.** We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
Fisher Investments Canada is an independent investment adviser currently managing $260 billion for clients around the world.*
This means you get a more disciplined investment strategy and a higher level of service thanks to our roots as an institutional money manager.
We provide a tailored approach to investment management that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. The result is a highly personalized approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.Learn More
Unlike many firms, we give thorough attention to your comprehensive financial needs in retirement to determine the best recommendation for you. Our team can analyze your income needs for retirement based on your unique lifestyle and help you find investment options available to suit them.Learn More
When you work with Fisher Investments Canada’s dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.Learn More
Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Canada doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).
|Fisher Investments Canada:|
|Tailors your portfolio to your goals and needs|
|Calls regularly to keep you informed|
|Never has hidden or layered fees|
|Some Money Managers:|
|Provide cookie-cutter portfolios|
|Only call when they have something to sell|
|Won't give you a dedicated Investment Counsellor|
We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments Canada’s top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world.
Importantly, our approach isn’t “set it and forget it.” As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counsellor who provides you regular, ongoing updates on the market and your portfolio.
If you have $C500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.Learn More
Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.Learn More
If you’d like to see whether Fisher Investments Canada is a good fit for you, contact us today. Our qualified professionals can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying (you may not realize how much you’re actually paying!). If you decide to become a client, Fisher Investments Canada has a team who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counsellor who will help guide you, as well as serve as a long-term resource for information and support. You’ll also have access to educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
6500 International Parkway
Plano, TX 75093
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*As of 31/03/2023, Fisher Investments Canada and its subsidiaries manage over $260 billion in assets globally—over $211 billion for private investors, $44 billion for institutional investors and $3 billion for US small to mid-sized business retirement plans.
**As of 31/03/2023.