Becoming a Client

First Steps

Once you’ve decided Fisher Investments Canada is the right choice for you, we take the time to get to know you and your unique financial situation. We will support you during the account opening and portfolio recommendation process and will introduce you to the many services available to you as a client.

Early on, you will be introduced to your Investment Counsellor, your liaison to our Investment Policy Committee (the decision-makers for your portfolio) and our Research Department, among a host of other resources.

In getting to know you personally, your Investment Counsellor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better we know you, the better we can tailor an investment strategy aligned to your personal situation and goals.

Your Tailored Portfolio Recommendation

Your Investment Counsellor will share the details about your goals and financial situation with our with our research staff, who will review your information and prepare a portfolio recommendation for you. Upon reviewing this recommendation with your Investment Counsellor, you’ll learn exactly how we plan to manage your hard-earned money and how our strategy aligns with your financial circumstances however they might evolve or change.