We are a wealth management firm, providing personalized solutions to high net worth individuals, families, endowments and foundations.
Fiduciary Trust Canada and its predecessors have been successfully providing customized wealth management solutions to affluent Canadians for over 35 years. We are investment counselors and estate planning experts who help clients preserve, grow and transfer their wealth. A trusted and proven private wealth boutique, backed by the global strength and expertise of a global investment leader Franklin Templeton Investments.
Fiduciary Trust offers a valuable perspective on the complex, multi-layered and rapidly changing world of global investing. We develop your investment strategy in the context of important considerations specific to you—your goals, investment preferences and potential tax implications.
Your portfolio is managed by tailoring a tax- and fee-efficient mix of both in-house investment management and best-in-class, third-party solutions built with your unique situation in mind.
Off-the-shelf solutions are too often off the mark. At Fiduciary Trust, we approach every client with utmost flexibility. Our conversations always start by asking what is best for each client. This approach leads us to craft forward-thinking solutions of enduring quality and value—the opposite of simply selling products.
We surround our clients with a dedicated team of specialists. Our team work together seamlessly and understands the interplay between your personal and financial goals.
Our senior level professionals are dedicated to only a select number of clients to enable a high level of service and a strong, ongoing partnership with you. Your portfolio manager, relationship manager and others are directly accessible to you and your advisors at any time.
Because we believe both a personalized wealth plan and a portfolio tailored to your unique situation are necessary for superior long-term results, your team:
Fiscal responsibility is embedded in all aspects of our business. The solid financial global track record of Fiduciary Trust and that of our parent company, Franklin Templeton Investments, includes conservative balance sheet management practices and over $742.8 billion in combined assets under management.*
*As of June 30, 2017.
To fully understand the dynamics of an interconnected financial world, Fiduciary Trust’s and Franklin Templeton’s combined global footprint brings insights home to our clients with speed and accuracy.
Fiduciary Trust offers a valuable perspective on the complex, multi-layered and rapidly changing world of global investing. We develop your investment strategy in the context of important considerations specific to you—your goals, investment preferences and potential tax implications.
Your portfolio is managed by tailoring a tax- and fee-efficient mix of both in-house investment management and best-in-class, third-party solutions built with your unique situation in mind.
Off-the-shelf solutions are too often off the mark. At Fiduciary Trust, we approach every client with utmost flexibility. Our conversations always start by asking what is best for each client. This approach leads us to craft forward-thinking solutions of enduring quality and value—the opposite of simply selling products.
We surround our clients with a dedicated team of specialists. Our team work together seamlessly and understands the interplay between your personal and financial goals.
Our senior level professionals are dedicated to only a select number of clients to enable a high level of service and a strong, ongoing partnership with you. Your portfolio manager, relationship manager and others are directly accessible to you and your advisors at any time.
Because we believe both a personalized wealth plan and a portfolio tailored to your unique situation are necessary for superior long-term results, your team:
Fiscal responsibility is embedded in all aspects of our business. The solid financial global track record of Fiduciary Trust and that of our parent company, Franklin Templeton Investments, includes conservative balance sheet management practices and over $742.8 billion in combined assets under management.*
*As of June 30, 2017.
To fully understand the dynamics of an interconnected financial world, Fiduciary Trust’s and Franklin Templeton’s combined global footprint brings insights home to our clients with speed and accuracy.
CONTACT US
Please contact us to learn more about how Fiduciary Trust can meet your needs.