Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada and Fisher Investments. Fisher Investments was founded in the United States by Ken Fisher, the longest continuously running columnist in Forbes magazine’s history, and first began managing discretionary assets in 1979 with the goal of always putting clients first.
Fisher Investments Canada and its subsidiaries manage over $233 billion in assets—over $178 billion for private investors, $51 billion for institutional investors and $2 billion for US small to mid-sized business retirement plans. [i] Today, Fisher Investments manages assets for more than 95,000 high net worth individual clients.[ii]
The Fisher group’s primary goal is to help clients achieve their investing goals and objectives through active and personalized asset management—a process supported by a rigorous investing process and proactive, high-touch client service.
Fisher Investments starts with a top-down investing process and the belief that the most important investing decision is your asset allocation—the mix of equities, fixed income, cash and other securities in your portfolio. To determine a personalized asset allocation and portfolio strategy consistent with your goals and objectives, your initial and ongoing contacts will speak with you in detail to understand your complete financial picture. As your circumstances change over time, your portfolio may also need to change, which is one reason we regularly and proactively reach out to clients to reassess needs.
As a client, you will be assigned to a dedicated Investment Counsellor who proactively provides education to help ensure your asset management needs are being met. Your Investment Counsellor will call you on a regular basis not only to answer market-related questions you may have but to discuss market events and explain our view of the reasons behind what is happening and any potential portfolio impact. Investment Counsellors also act as your line of communication to the Investment Policy Committee (IPC), the five-member group which makes all investment related decisions in client portfolios.
Your Investment Counsellor is there to help you stay on track in your investing journey, and to help you understand your portfolio and our market outlook. Further, you will have access to resources to help enrich your understanding of the following:
Currently, Fisher Investments Canada works with private clients in the following Canadian provinces[iii]:
As a client of Fisher Investments Canada, you can expect that we will aim to learn all about your current investment approach and unique financial goals. We will then develop an asset allocation and investing strategy designed to help you best reach your long-term goals and objectives.