Services Overview

Fischer Financial Services delivers highly personalized and effective financial services for wealth management & financial planning, enterprise transition, tax and insurance guidance, and employer group benefits. We engage a rigorous and proven initial 5-phase process to develop a comprehensive plan that employs all our services and expertise.

To learn more about our methods, go to Our Approach. To learn more about our services, read below.

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.

Employer Group Benefits

Benefits management is complex enough—your technology doesn’t have to be. Fischer Financial Services offers online benefits solution that cuts down on manual processes and automates tasks that would otherwise take days. Enrol an employee, remove them from a plan or modify their coverage, all online and instantly synced with your carriers, HR, and payroll.

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.

Insurance Services

In order to reduce significant risk to yourself and your family, it is imperative that your business insurance be done correctly and specific to your unique business. In addition, customized personal insurance plans protect individuals their families in case of unexpected injury, illness, or death. Fischer Financial offers expert services providing customized business insurance, as well as family insurance.

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.

Fischer Financial Services are very experienced and very passionate about family businesses: success in financial planning and in reducing risks and taxes wherever possible. We know what to look for because we have done this many times.