At Fisher Investments Canada, portfolio management is only half the picture. Of equal—if not more—importance is our personalized service. We are committed to understanding your financial needs and giving you the confidence and comfort necessary to help you reach your long-term investing goals.
We don’t wait for our clients to call with questions—we call you before you call us. You get proactive service from a personal, dedicated Investment Counsellor. You’ll hear from your Investment Counsellor regularly, and you can decide how frequently you’d like to be contacted. Further, your Investment Counsellor will reach out to you whenever there are important changes in your account. And because Investment Counsellors are not commission-based, these are not sales calls. Your Investment Counsellor is there to keep you up-to-date, not to sell you products.
What else do Investment Counsellors do? Their job is to evaluate your investment objectives on an ongoing basis, monitor your account and provide day-to-day service. Their goal is to make sure you know exactly what’s going on with your money, and why.
Although your Investment Counsellor is your primary point of contact with Fisher Investments Canada, you have more than one person working for you. Your Investment Counsellor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members from research, trading, operations and more—all under the guidance of the Investment Policy Committee (IPC).
We want our clients to understand what’s going on with their portfolios and, more importantly, the reasoning behind our decisions. That’s why we have multiple ways we regularly keep you up-to-date and informed on the markets, our outlook and the reasoning behind our strategic portfolio decisions.
You will have access to an array of materials including: