From employer-sponsored private pension plans and Registered Retirement Savings Plans (RRSP) to mutual funds—and stocks and bonds—investors can choose from a myriad of options. But which options are best for building an investment portfolio to fund your retirement? An investment adviser can help you determine the best path forward that meets your individual needs.
That's why it’s our goal at Fisher Investments Canada to help our clients navigate the confusing universe of investment options and provide customized strategies to fit their personal situations, retirement goals and investment time horizons. We do this by talking with our clients to get a full picture of their unique financial situations. To learn more about our services, browse our selection of retirement planning guides or request an appointment today.
Creating Your Retirement Strategy
Each investor has their own idea of a comfortable retirement. A common theme for most is to support their desired lifestyle without relying on a regular paycheck. Planning for a comfortable retirement means:
- Establishing realistic goals
- Understanding your investment time horizon
- Determining which investment strategy maximizes the likelihood of achieving your ideal retirement lifestyle
Fisher Investments Canada harnesses decades of experience from our Investment Policy Committee and an extensive research team to help set our clients up for success in retirement. After we establish your goals, timelines, and personal factors, we develop a personalized portfolio to help you achieve financial success in retirement.
Personalized Retirement Planning
Fisher Investments Canada puts our clients first with a tailored approach to investment management and financial planning. 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, like an RRSP or mutual funds, Fisher Investments Canada can discuss and provide information about them to help determine if they truly make sense for your investment goals. This analysis results in a personalized investing approach consistent with your goals and needs.
Five Steps to Building Your Personalized Investment Portfolio
1. In-Depth Introduction
You tell us about your financial goals and your unique situation. The better we know you, the better portfolio recommendation we can provide.
2. Comprehensive Portfolio Analysis
We perform a thorough evaluation and send a detailed analysis of your current portfolio.
3. Portfolio Investment Recommendation
We discuss our recommendation with you to help ensure youโre comfortable with the plan.
4. Strategic Portfolio Implementation
Highly skilled trading and implementation teams put our strategy to work in your accounts.
5. Ongoing Service
You and your Investment Counsellor regularly discuss your portfolio and your ongoing needs.
High-Touch Client Service
As our client, weโll be in touch regularly to keep you informed about our market outlook and help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service. Youโll have an Investment Counsellor to provide you with regular, ongoing updates on the market and your portfolio. Alongside a high-touch client service model, Fisher Investments Canada offers client events, capital markets update videos, regular articles, and informative videos.
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Learn why 155,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 01/07/2024
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