How We’re Different

Below are some of the features that set Fisher Investments Canada and Fisher Investments apart from other money managers and banks.


Fisher Investments Canada and its parent company, Fisher Investments, are completely independent of all other institutions. This allows the global Fisher organization to control its own destiny, minimize conflicts of interest, and focus on what’s right for clients.

Flexible Approach

Fisher Investments Canada offers the Portfolio Management Services of its parent company, Fisher Investments. Unlike some money managers and many funds that focus on narrow market categories that may move in and out of favour, Fisher Investments Canada can adjust its investment strategy depending on its forward-looking view of market conditions. For example, if Fisher Investments Canada expects shares of large companies to do better than small ones, bigger firms might be emphasized in your portfolio. Or, equities might be de-emphasized and fixed interest and/or cash may be utilized in an effort to mitigate the impact of falling equity prices if Fisher Investments Canada forecasts a bear market. No money manager is correct every time, including Fisher Investments Canada, but the lessons learned from managing investments through many market cycles provide invaluable insight.

Global Investing

Fisher Investments Canada seeks to maximize opportunity and manage risk by investing globally. Many investors tend to focus solely on shares. However, the makes up only a part of the vast global equity market. Investing globally can help take advantage of worldwide opportunities many people miss.

Direct, Proactive Client Service

Managing investment accounts proactively brings with it the responsibility of keeping clients up to date and well informed as to how their investments are performing. Communication is the bedrock of Fisher Investments Canada’s relations with clients. As a client, you are allocated a dedicated Investment Counsellor who is your link to Fisher Investments’ Investment Policy Committee (IPC) and keeps you up to date. Fisher Investments Canada also sends you quarterly reports. Transparency through clear and regular personal reporting is fundamental.

Established Performance History

Fisher Investments’ Investment Portfolio Committee (IPC) has more than 130 years of combined industry experience. Founder Ken Fisher’s career spans nearly four decades. Ken serves as Executive Chairman and Co-Chief Investment Officer of Fisher Investments and Chairman of Fisher Investments Europe. He is a New York Times bestselling author and is a regular contributor to USA Today, Financial Times in the UK, Focus Money in Germany, Børsen in Denmark and De Telegraaf in the Netherlands. Fisher Investments’ US 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.

Competitive, Transparent Fee Structure

Unlike many banks or investment firms, neither Fisher Investments Canada nor Fisher Investments earns trading commissions. Your annual management fee is competitive and transparent, and helps align Fisher Investments Canada incentives with your best interests.

Portfolio Analysis & Evaluation

Fisher Investments Canada is able to provide comprehensive portfolio analysis and advice to clients to achieve synergies that are not typically attainable. It thoroughly reviews your individual circumstances and creates recommendations designed to maximize the likelihood of achieving your goals.

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.