Together with your Fidelity Wealth Advisor, we’ll explore your goals, priorities and challenges to build a strong foundation for your future wealth plan.
Our service offerings
At Fidelity Wealth, we take a goals-based planning approach that is tailored to your needs. We consider a holistic view of your assets, liabilities, cash-flow and needs to help you explore strategies that support both your current and future goals.
Cash-flow planning
Enjoy the flexibility to pursue your goals, like that dream vacation. We’ll help you manage your cash flow, from reducing debt to setting and achieving savings milestones.
Retirement planning
Retirement should be stress-free and full of possibilities. We’ll create a personalized plan that reflects your vision for the future, so your retirement years are truly fulfilling.
Investment management
Let’s grow your wealth together. Our Investment Advisory Group combines Fidelity’s expertise with industry-leading solutions to help deliver risk-controlled portfolios tailored to your needs.
Insurance planning1
Life is unpredictable, but your financial security doesn’t have to be. We’ll design a plan that seeks to protect you and your loved ones, giving you peace of mind for life’s unexpected turns.
Tax planning
Work with us and our trusted experts to uncover strategies that help minimize taxes so you can focus on what matters most.
Estate planning
Your legacy matters. From wills and trusts to charitable giving, we’ll partner with you to ensure your wishes are honoured and your loved ones cared for.2
1 Insurance planning services will be available soon.
2 Level of service offered dependent on client complexity and AUM. Fidelity Wealth does not draft legal documentation or provide legal or accounting advice, but provides guidance.
A team committed to your goals
Whether you’re seeking to grow your investments, save for your retirement or buy your dream vacation home, your team will work with you to bring dreams to life.
Your journey to a flexible financial plan
