How Our Flexible Investment Approach Benefits Clients

Video Transcript

Fisher can help clients with generational wealth management simply because when clients hire us, our mindset is that they're hiring us for decades, and naturally, their lives are going to change over time. There could be a transition of wealth during that period, and we work with them, along with their tax professionals and legal professionals, to ensure that there's a smooth transition to help them meet those goals. A typical Fisher client is someone that is moving towards retirement and then ultimately into retirement. And for those clients, they need to replace the regular salary with a new source of income. And that often comes from the savings that they built up for the rest of their lives. So as an institutional global pension fund manager, this is very much in Fisher's DNA to help create that source of wealth, that source of income, to make sure it lasts for decades.

Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC (FAM) does business as Fisher Investments.

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 is no guarantee of future returns. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

This information constitutes the general views of Fisher Investments and should not be regarded as personalised investment or tax advice or as a representation of its performance or that of its clients. No assurances are made that Fisher Investments will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.