Fidelity Trust WM

About

Fidelity Trust WM is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. You are unlike any other investor in the world. That’s where we start. Our entire model is built around you—your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them. As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates. Our Investment Advisors, in collaboration with specialists from across notable investment compaines have access to a vast array of resources and knowledge. Our investor-focused approach, backed by industry-leading research and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service. We’re independent and entrepreneurial with a singular focus on exceeding your

Investment Focus

Stages

growth series-a

Sectors

fintech

Location

Vancouver, Canada