Over 175,000* Clients Globally Entrust Us as Stewards of Their Financial Futures
*As of 31/03/2025. Includes Fisher Investments Canada and its affiliates.
Our Wealth Management Services
We provide a tailored approach to investment management that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio. If you already own investments, we can discuss and provide information about them to help determine if they make sense for your goals. This results in a personalized investing approach consistent with your goals and needs.
Portfolio Management
We don’t sell cookie-cutter portfolios. We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we provide you with a portfolio strategy recommendation that we believe will maximize the probability of achieving your investment goals and objectives.
Working With Us
Account Size
If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.
Fees
We charge one simple fee based on the amount of assets we manage for you. We structure our fees so we do better when you do better. There are no hidden or layered fees.
Performance
We provide transparent performance measurement—net of our fees—so you can accurately track progress over time toward your long-term financial goals.
A Global Investment Manager Who Is Focused on You
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Proactive Advice
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Institutional Expertise
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Global Opportunities
Proactive Advice
As a client, you’ll hear regularly from your client service team who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why—so you feel comfortable with your strategy.
Our Approach
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Understand Your Financial Goals
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Tailor a Portfolio for You
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Keep You on Track
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Provide Continuous Education
Understand Your Financial Goals
Every investor’s situation is unique. Having a good understanding of your financial goals is an important first step in the wealth management process. We listen to your needs, assess your situation and work with you to develop an investment strategy that helps achieve your goals. Whether you are just starting to plan for your retirement or are already there, our guidance can help keep you on track.
TRULY PERSONAL INVESTING
How We're Different
Investors have a lot of wealth management options these days. But with so many choices, it can be hard to know what’s best for you. We believe in a tailored investment management approach. There are no cookie-cutter portfolios, no high-commission investment products and no commissions on trades.
Insights & Media
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In The News Break the cycle of stressing about breakeven19/06/2025
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In The News Fisher Investments reviews: What will your retirement look like?03/06/2025
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In The News Fisher Investments Canada reviews investing on seasonality03/06/2025
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In The News The stock buying opportunities that arise from the global yield curve’s silent re-steepening22/05/2025
Awards & Recognition
See here for a full list of awards disclosures.
Learn More
Learn why 175,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 31/03/2025. Includes Fisher Investments Canada and its affiliates.
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Contact Us Today