Services

“For over 15 years, Fischer Financial Services has helped us with our Financial Portfolio, Estate Insurance, and specific financial needs. Vern  has always been a caring person, especially with the way the market is nowadays. He is always there to answer any financial questions that we may have no matter how big or small. We highly recommend him.” – R&M Eng.

High net-worth families and businesses expect top-level performance and results – and so does Fischer Financial Services. To achieve that, we work only with the best private wealth managers  in Canada who are true professionals and love what they do.

We are well aware that life is a moving target. When we design and implement a financial plan for you, we make sure it’s flexible, accountable and adaptable. One of the things you can be assured of working with us, is having an exceptional team of people working hard to earn and keep your trust as we pursue your vision and goals of the future together.

Wealth Management

Your financial goals are uniquely your own – whether it’s growing your wealth, drawing a steady income, preserving your capital, minimizing taxes, or a combination of various factors. We, at Fischer Financial Services acknowledge that, and work with our partners to design a wealth management strategy that’s just right for you.

Enterprise Transition

Business owners today are facing an unprecedented challenge as they contemplate their transition from an enterprise they founded to a financially rewarding exit with a proper succession structure in place. Fischer Financial Services has designed a plan involving critical assessment of five separate ‘transition pathways’ available to the business owners.

Financial Services

Fischer Financial Services offers a unique range of services to round out, or complete the financial plan you develop with us. Each plan is designed to be customized for your specific financial needs. We represent, and work with Canada’s leading service providers to carve out the best pathway for you – whether it’s insurance needs, or group employee benefits.

Our Affiliations