WHATEVER YOUR GOALS
ARE, WE CAN HELP
Who We Are
Our goals are simple, but of immense importance. Build your wealth. Secure your legacy. It’s all part of being driven by your success.
As Canada’s preeminent wealth management firm, we offer bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources.
With a culture of teamwork and excellence, backed by industry-leading platforms and extensive resources, Fidelity Trust Wealth Management has continued to grow while setting new benchmarks in excellence.
Whatever your goals are, we can help.
A Fidelity Trust Wealth Management Investment Advisor can provide recommendations for generating growth, preserving capital or creating a steady stream of income. Our professionals can also help you develop tax and estate planning strategies as well as investment portfolio solutions that are customized for your unique situation.
Whether you are building capital for your business, supporting the cost of education or preparing for retirement, it’s never too soon to plan ahead. Our Investment Advisors will work with you to create a portfolio of investment solutions that align with your goals.
Our Investment Advisors can help you structure a financial plan to meet your needs and the needs of the people you care about most.
Draw on a wide selection of insurance solutions to build your strategy safely and securely.
Why Fidelity Trust Wealth Management?
We take great care to understand the nuances of your goals and aspirations in order to build you a customized wealth management solution. We are driven by your success.
Take the next step and contact one of our Investment Advisors
Find a Fidelity Trust Service Advisor who best suits your investment needs.