Client loginWe bring the full strength of Fidelity to our private wealth clients.
Our approach
Smart investing is a lifelong partnership.
We believe that big dreams require equally big plans. Fidelity Private Wealth is about becoming a meaningful partner in our clients’ lives, starting by working with families to develop a vision for their future and design an integrated wealth plan to help make that vision a reality.
Big-picture thinking
We work hand-in-hand with you to craft a holistic, integrated wealth plan covering investments, budgeting and efficient tax strategies, so that you can truly design and execute a grand vision for your money.
Discretionary management
As a Fidelity Private Wealth client, you will have your assets managed by a dedicated Investment Manager who ensures you have an appropriate mix of investment solutions that align with your specific goals, with constant monitoring to keep you on track.
Personalized service
We provide each of our clients with a dedicated Relationship Manager and Investment Manager whose entire responsibility is to understand your unique situation, guide you through major life decisions and be there exactly when you need them.
Our consultative approach provides a solid foundation for a relationship we can grow and nurture together.
Put the strength of Fidelity to work for you.
Around the corner or around the world, Fidelity’s people are constantly searching for investment opportunities that others may miss. Add to that our global research capability, some of the brightest minds in the business and a suite of investment products that lead through innovation. You and your hard-earned money can aim to achieve your financial goals.
The strength of Fidelity brochure (opens a pdf in new window)
Financial advisors and dealers
It all starts with a conversation.
What to expect as a Fidelity Private Wealth client:
- Dedicated Relationship Manager to attend to your personal needs.
- Guidance tools to help with important investment decisions.
- Lifecycle planning to prepare you for milestone events.
- Tax-efficient strategies managed for your personal situation.
- Benefits for additional family members.
- This is only available to Canadian residents.
