Client Case Studies

Fischer Financial Services enjoys working with all of our clients to help them achieve their goals. Here are a few favourite stories of how we have successfully worked together over the years.

Fischer Financial Case Study Family Business

Fischer Financial Case Study Planned Retirement

“Vern is a lovely, caring person. Knowledgable and professional, he helped myself and my business partners source and implement a benefit program that fits our needs, and works great for our employees. My husband and I are now getting his help with our personal financial plan. I would highly recommend him to anyone who needs advice on planning a solid future for your business and family. Thank you Vern!”

Y Tomlinson
Fischer Financial Case Study Soaring Investment Fees
Fischer Financial Case Study Risks and Opportunities

“Since 2009, Vern Fischer has been our financial advisor for our business portfolio. He has helped us tremendously with our financial planning and management of our investments. Vern has always been available either by e-mail or phone to answer any questions we may have on any topic related to our business. Through Vern, we have been able to complete our comprehensive estate planning and our corporate pension plan. In 2012, Vern introduced Christie Rose, from Guardian Capital, as our portfolio manager and, as a team, they have managed our investments very successfully, with careful consideration of global market trends. Vern and Christie keep us readily informed of their portfolio strategies in a way that is both logical and advantageous and we have complete trust in their management skills and professionalism.”

– Debbie King
Fischer Financial Case Study Your Best Interests
Fischer Financial Case Study Employer Benefits