Investment advisers are in a competitive industry, and it can be difficult to know what to look for when comparing different investment advisers. Below are just a few of the features we think set us apart from other investment advisers, money managers and banks.
Fisher Investments Canada and its subsidiaries are privately owned. This allows the global Fisher organisation to control its own destiny and focus on what’s right for our clients.
Unlike some investment advisers and funds focusing on narrow market categories that may move in and out of favour, we can adjust its investment strategy depending on its forward-looking market forecast.
No investment adviser is correct every time, including Fisher Investments Canada, but the lessons learned from managing investments through multiple decades and many market cycles provide invaluable insight.
We seek to maximize opportunity and manage risk for clients by investing globally. Some Canadian investment advisers may suggest investing solely in Canadian shares. However, Canada makes up just one part of the vast global equity market.
We help our clients achieve diversification through global investing. Risk is inherent in investing, but through diversification, investment advisers can help you reduce exposure to any single country, region, industry or company. By mixing and matching assets, we believe an investment adviser can help you build a portfolio that is likely to be more resistant to volatility than one that is heavily concentrated in one single area.
As a proactive investment adviser, we must keep clients up to date and well informed about their investments and portfolio strategy. Communication is the foundation of our client relationships. We provide each client a dedicated Investment Counsellor who is their link to the Investment Policy Committee (IPC). Your Investment Counsellor keeps you updated on our current market outlook while Fisher Investments Canada also sends you quarterly reports.
Members of the Investment Policy Committee (IPC) have more than 130 combined years of industry experience. Founder Ken Fisher’s career as an investment adviser and market guru spans nearly four decades. Ken serves as Executive Chairman and Co-Chief Investment Officer. He is a New York Times best-selling author and is a regular contributor to Focus Money in Germany, Børsen in Denmark and De Telegraaf in the Netherlands, Handelszeitung in Switzerland, el Economista in Spain, Il Sole 24 Ore in Italy, L’Opinion in France, La Libre in Belgium, Trend in Austria, Caixin in China, Hong Kong Economic Journal, Business Weekly in Taiwan and Chosun Ilbo in Korea. The Private Client Group has a 20+ year performance history and Ken Fisher has a 30-year public history of market calls through his Forbes columns.
We aim to be as straightforward about fees as possible. Our competitive management fee is calculated based on the size of clients’ assets under management and helps align our incentives with your best interests.
We can provide you with comprehensive portfolio analysis and advice. Unlike some investment advisers, we take the time to help you identify your long-term financial goals and assess your current portfolio to ensure you’re on track. We thoroughly review your individual circumstances and create a recommendation based on your time horizon, long-term goals and cash-flow needs in order to help you maximize the likelihood of achieving your goals.
Are you on track to reach your long-term financial goals? Does your current investment adviser have your best interests in mind? We can help you evaluate your current situation and investment strategy. Download one of our firm’s guides or contact us to learn more!
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.
Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.
*Market forecasts in Forbes represent Ken Fisher’s personal forecasts of the overall market and are not an indication of the performance of Fisher Investments Canada or its clients. No guarantee is made regarding the accuracy of any market forecasts or the success of any investment strategy. Not all forecasts may be as accurate as those in the past.