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Our Culture

We believe that one of the key strengths of Fidelity Trust Wealth Management is our culture of teamwork, collaboration and excellence. Our Investment Advisors benefit from an entrepreneurial culture that supports and fosters success regardless of their value proposition to clients. This unique and eclectic approach is a key differentiator of the firm. We trust in our professionals’ ability to truly understand their clients and do what is right for them. Acting in the best interest of our clients and supporting Investment Advisors who share that belief is how we continue to foster an environment of independent thinkers who focus relentlessly on the unique financial needs of the individuals they serve.

I think Fidelity Trust Wealth Management provides exceptional resources and flexibility to promote the greatest success for both advisors and their clients. The unique culture is driven by the entrepreneurial spirit and dedication of talented individuals throughout the firm.
Pauline Knapp
Toronto/Vancouver

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