Global Wealth Management Solutions
Over 100 Years of Combined Investment Management Experience
What We Do
Your Wealth Matters.
Download our app and have access to your account, view your portfolio, access our resources and more, all from your smartphone or tablet! Available on IOS and Android!
Your portfolio will be held with Fidelity Clearing Canada ULC, a custodian that is registered with the Investment Industry Regulatory Organization of Canada and, participates in the Canadian Investor Protection Fund. a fund set up to ensure client assets. Fidelity Clearing Canada ULC is part of the Fidelity group of companies that handles over $10 trillion dollars of customer assets world wide