A proven combination

Working with Fiduciary Trust Canada

Financial Advisors

Why consider referring your client to Fiduciary Trust Canada? We offer the depth of expertise, level of performance and individualized service expected by both you and your high net worth clients. Through Fiduciary Trust Canada, you'll be well-positioned to provide a streamlined, consistent approach to discretionary investment management as well as trust and estate services.

Lawyers

Why Fiduciary Trust Canada? Working with us, your clients are taken care of by senior, accredited, trust and estate executives with decades of experience. You'll work with a small team unhampered by bureaucracy, backed by the proven history, stability, and depth of our parent company, Franklin Templeton Investments. In many ways, we offer the best of both worlds—the quiet advantages of a private client boutique and the resources of a well-established global enterprise. We'll work closely with you and your client to develop specific wealth management plans and structures to help ensure your clients' wealth is preserved and their legacy flows to future generations.

Accountants

By referring a client to Fiduciary Trust Canada, you're opening a door to proven discretionary wealth management and/or trust and estate services that can simplify your clients' financial lives. You're referring your client to people who respect your expertise and role as a trusted advisor. We see our capabilities as an opportunity for you to strengthen a client relationship.

Tools for Professionals

Fiduciary Trust offers the depth of expertise, level of performance and individualized service expected by both you and your high net worth clients. Through Fiduciary Trust, you’ll be well-positioned to provide a streamlined, consistent approach to discretionary investment management as well as trust and estate services.