Trust We Have Earned*
*As of 30/09/2024. Includes Fisher Investments Canada and its affiliates.
Structured to always put your best interests first
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Client-Focused
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Investment Experience
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Top-Down, Global Investment Approach
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Independent
Client-Focused
Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to help ensure you’re always working with someone focused in their area of specialization and on you. We believe this division of labour ensures you have access to the resources and care needed at every step of our relationship.
Investment Experience
Our five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.
Top-Down, Global Investment Approach
Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.
Independent
We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
How We Can Help
Personal Wealth Management
We help individuals and families achieve their goals with tailored investment portfolios and proactive, high-touch client service.
Institutional Investing
We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Insights & Media
Demonstrated Experience
Investment Policy Committee Leadership
The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. We believe stability and longevity help build consistency with your investment strategy.
Structured to Always Put Our Clients' Interests First
When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.
A Client-Focused Culture
Compared with other investment firms, we do things differently—not just to be different, but because we believe it matters for our clients. We designed our entire business to provide superior service and help minimise conflicts of interest.
Learn More
Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2024. Includes Fisher Investments Canada and its affiliates.
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