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VerifiedFinancial Services· Founded 1999

Fischer Financial Services

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. A major advantage Fischer Financial Services offers is a thorough understanding and key expertise in dealing with family enterprises that have unique and complex situations and need to choose the best transition pathway for long-term success. We approach working with our clients using a purposeful and effective processes. These processes have proven to yield the best results because they are highly customized to each individual client. We take our time and great care in every phase to make sure we get it right so that the results from implementation continuously match the client’s goals and objectives. Customer Commitment We commit to unwavering transparency, complete honesty, and a highly confidential relationship while delivering world-class financial services in our Victoria community. When you are successful, we are successful. Fischer Financial Services is a renowned team of trusted financial experts meeting the inter-generational wealth management needs of families. We provide highly personalized wealth management and enterprise transition services to families and individuals. We are passionate about building and fostering relationships that positively impact our clients’ lives.

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HeadquartersVictoria, CanadaEmployees2(1 to 10)Annual revenue<$1MFounded year1999Websitefischerfinancial.caLinkedIn profileLinkedIn

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  • 1certified financial planner, family enterprise advisor

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