We Focus on Your Specific Needs
The Fisher Investments’ Investment Policy Committee has over 150 combined years of industry experience, and founder, Executive Chairman, and Co-Chief Investment Officer Ken Fisher has a 35+ year public history of market calls through his investment columns.
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Personalized Advising
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Tailored Portfolios
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Disciplined, Active Strategy
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Performance History
Personalized Advising
With Fisher Investments Canada, you get proactive service from your Investment Counsellor, who is committed to understanding you and keeping your financial plan on track. Want to know how your portfolio is doing and why? Just call your Investment Counsellor. And your Investment Counsellor will keep in touch in all market conditions to help you stick to your long-term plan.
Tailored Portfolios
We respect how hard you’ve worked to build your nest egg. Before we recommend anything, we ask about your goals, your expenses, your health, your family commitments and more—to better understand what you need your money to accomplish.
The result is a personalized portfolio designed to meet your needs and help you enjoy the retirement you’ve earned.
Disciplined, Active Strategy
We believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centered on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.
Performance History
When it comes to investment advisers, performance numbers can be deceiving. At Fisher Investments Canada, we calculate performance based on the Global Investment Performance Standards (GIPS), a framework of rigorous measurement standards with some important features.
Client Communication
Clients Enjoy Unique Insights & Personal Service
You deserve to know what we're doing with your money. That's why you will receive a personal point of contact—your Investment Counsellor—committed to you on a personal level and keeping your financial plan on track.
Simple, Transparent Fees
Our approach to fees helps make sure we’re aligned with your interests and retirement goals. The simple structure makes it easy to understand what you’ll pay. Find out how our approach differs from other advisers.
Your Personalized Portfolio
How Fisher Investments Canada Tailors a Portfolio for Each Client
We respect how hard you worked to build your nest egg and, before we recommend anything, we get to know you. We ask questions about your goals and needs, your expenses, your health, your family commitments and more—to better understand what you need your money to accomplish.
Learn More
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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