If you have a $500,000 portfolio schedule a FREE financial consultation to understand the benefits our private clients receive.
Fisher Investments Canada and its affiliates serve a diverse group of Institutional and Private Clients from across the globe. Our clients include corporate, public and multi-employer pension plans, foundations and endowments, insurance companies, healthcare organizations, governments, investment companies and high net worth individuals.
For our Canadian Investors, the goal is simple—to help you realize your long-term financial goals. We offer our clients separate account portfolio management, personalized to each client’s unique situation and specific investment goals. What makes us unique is we take the time to fully understand your personal financial situation, long-term goals and investing objectives prior to coming up with any recommendations. We then use that information to craft a portfolio specifically for you. In our portfolio management style, investments are adjusted based on your personal needs as well as our forward-looking assessments of the market.
Across all facets of the business, our investment strategies are supported by our in-house global research platform and directed by our five-member Investment Policy Committee with over 150 years of combined industry experience.
As a Canadian client you will receive a dedicated Investment Counsellor who knows you by name and serves as your primary point of contact. You will also have access to a wide array of exclusive research and educational materials.
Learn more! Call us now at: 1 (888) 291-0675
