Fisher Investments is one of the largest independent wealth management firms in North America. Headquartered in the United States, Fisher Investments entered the Canadian market in the early 2010s and has since established a strong presence in the country. With over $197 billion in assets under management globally, Fisher Investments Canada manages over $1 billion for Canadian clients. The company is known for providing fee-based investment management services to high net worth individuals across Canada. In this article, we will explore Fisher Investments’ offerings and approach to investing in Canada.
Fisher Investments follows a top-down approach to portfolio management in Canada
Fisher Investments Canada utilizes a top-down approach to constructing client portfolios. The investment process begins with the company’s Investment Policy Committee developing a global macroeconomic outlook. This helps frame Fisher’s capital market assumptions and identify areas of opportunity and risk globally. The macro outlook helps guide tactical asset allocation decisions across equities, fixed income, currencies, and commodities. Fisher then selects active managers or passive ETFs within each asset class to implement its strategic and tactical allocation views. This top-down approach allows Fisher to actively position client portfolios to take advantage of shifting market conditions.
Fisher Investments offers a range of investment strategies to Canadian investors
Fisher Investments Canada provides clients with access to a range of actively managed investment strategies. Their core offerings include a Global Equity strategy that invests in stocks across developed and emerging markets, a Global Balanced strategy that includes a mix of equities and fixed income, and a Global Fixed Income strategy focused on government and corporate bonds. Beyond the core strategies, Fisher also offers more targeted mandates like International ADR, Canadian Equity, and Canadian Balanced. This breadth of strategies allows Fisher to customize solutions for each client’s unique objectives and risk preferences.
Fisher emphasizes ongoing client education and communication in Canada
A hallmark of Fisher Investments’ approach is their emphasis on client education. Each Canadian client is paired with a dedicated Portfolio Counsellor who serves as their main point of contact. Counsellors have frequent conversations with clients to assess changes to their financial situation and goals. Fisher also provides ongoing market and portfolio education through a variety of mediums including print and web-based commentary, videos, conferences, and more. Educating clients and keeping them engaged in the investment process enables Fisher to deliver a more tailored service.
Fisher Investments Canada is expanding and poised for future growth
Since entering Canada in the early 2010s, Fisher Investments has expanded steadily across the country. They now serve clients in major hubs like Toronto, Vancouver, Montreal, and Calgary. Fisher is continuing to grow its physical footprint in Canada and build out its investment team. The firm recently moved into a larger office space in Toronto to accommodate growth. Fisher Investments Canada sees significant potential to serve more of the country’s high net worth and institutional investors going forward.
Fisher Investments has established itself as a leading asset management firm in Canada. Their top-down investment approach, range of strategies, and emphasis on client education make them well-positioned for future growth across the Canadian wealth management landscape.