towards wisely and timely action
Develop and refine your education savings plan.
Working across all asset classes and supported by a team of world-class Portfolio Managers with access to local market intelligence around the globe, our Investment Advisors can help you build an investment portfolio that can grow and change with you and your goals. We work with you to determine your investor profile and recommend solutions to help ensure you make the most of your investments.
Equity Syndication Services
In Canada and abroad, economies are driven by ideas that have the possibility to change the world. Our Investment Advisors benefit from local access to a global network of ideas and opportunities and, where appropriate, will work with clients to participate in early-stage funding of these companies. Investing in entrepreneurial thinkers is a key point of differentiation and one we are proud to support.
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Find a Fidelity Trust Service Advisor who best suits your investment needs.