Our Asset Management Approach

We Actively Monitor Markets

Our experienced analysts continuously monitor capital markets on a global scale—keeping an eye on market conditions, economic developments, and political issues. This information guides the portfolio management process in both identifying opportunities and recognizing risk factors. We summarize this information for clients through a variety of communications—keeping you apprised of our market thinking and what’s happening inside your portfolio.

We Maintain Flexibility

Fisher Investments Canada believes investing styles move in and out of favour over time. We maintain a flexible approach in our tactical portfolio management, adjusting the portfolio’s composition as our forward-looking views of the market evolve. The process starts by analyzing global macroeconomic, political and sentiment factors to determine key portfolio drivers. From there, we determine which countries and sectors should benefit most, and, finally, focus on stock selection.

We Seek Opportunities Globally

Investors tend to have a favorable bias to their home country. But North America makes up only about half of global stock markets. Investing globally can help mitigate risk through diversification and can lead to opportunities others may miss. Our extensive research, resources and experience enable us to look for investment opportunities all over the world for you.

We Personalize Your Portfolio

At Fisher Investments Canada, we take the time to get to know each and every client. We start by helping you identify your time horizon, long-term goals, objectives and cash flow needs. Once this information is gathered, your dedicated Investment Counsellor works with our Portfolio Evaluation Group (working under the guidance of the Portfolio Management Team (IPC) to provide you with a written portfolio analysis and personalized investment strategy recommendation. We recommend a long-term portfolio strategy we believe offers the best chance of meeting your goals and providing for your needs over time. From there, we regularly review your personal situation and keep you apprised of our changing views on capital markets and other important developments related to your portfolio.

Interested in market analysis for your portfolio? Download our in-depth analysis of current investing conditions and our forecast for the period ahead. Our latest Stock Market Outlook looks at key stock market drivers including market, political, and economic factors.
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.