Company Summary
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.
Unique Value Proposition
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 investment 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.
AUM ($Bil)
212
Year Founded
1979
Key Personnel
Ken Fisher
Founder, Executive Chairman & Co-Chief Investment Officer
Damian Ornani
Chief Executive Officer
Address
5525 NW Fisher Creek Dr. Building 1,
Camas, WA 98607