Driven by your success. Delivering bespoke solutions.

Fidelity Trust WM  is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities.

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you—your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates. Our Investment Advisors, in collaboration with specialists from across notable investment compaines  have access to a vast array of resources and knowledge. Our investor-focused approach, backed by industry-leading research and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service.

We’re independent and entrepreneurial with a singular focus on exceeding your expectations and delivering uncompromising excellence. Fidelity Trust is more than ready to meet your financial expectations. 

Your Success Starts Here

Our Investment Advisors are backed by a wide array of resources and specialists who
work together to build a customized plan to align with your goals and help you succeed.

Ready to get started? Take a moment to connect with one of our knowledgable
Investment Advisors Worldwide.

Who We Are

We are a boutique investment management firm with offices and Investment Advisors around the world, connected to global commerce and focused on deep client relationships. Fidelity Trust Wealth Management is a full-service firm that leverages our unique approach to commerce and clients into insight-driven advantage and personalized solutions.

Are you considering joining Fidelity Trust Services? We invite you to learn more about how our unique culture of independence can position you and your clients for success.

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