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How does the advisor help clients – Key Takeaways:
JARISLOWSKY FRASER LTD. is a top-rated independent investment firm that specializes in providing financial advice and investment management services to clients. They have a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals by providing expert guidance and personalized investment solutions.
Some key takeaways about JARISLOWSKY FRASER LTD. and how they help their clients are:
- The firm focuses on long-term investments and aims to grow its clients’ wealth over time.
- JARISLOWSKY FRASER LTD. emphasizes the importance of building a well-diversified portfolio to mitigate risk and maximize potential returns.
- Their team of financial advisors takes a holistic approach to financial planning, taking into account their clients’ unique financial goals, risk tolerance, and time horizon.
- JARISLOWSKY FRASER LTD. offers personalized investment solutions to clients, catering to their individual needs and helping them achieve their specific financial goals.
- The firm prides itself on its long-standing relationships with clients and their families, providing ongoing support and guidance throughout their financial journey.
Facts and Insights:
JARISLOWSKY FRASER LTD. was founded in 1955 and is one of the oldest and largest independent investment firms in Canada. As of December 31, 2020, the firm manages over $60 billion in assets for a diverse range of clients, including high net worth individuals, families, and institutions.
The firm is known for its conservative investment approach and has a team of over 70 financial advisors located across offices in Toronto, Montreal, and Vancouver. JARISLOWSKY FRASER LTD. is a part of the Scotiabank Group and operates as a separate entity, providing unbiased and objective advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $60+ billion | 70+ | Founded in 1955 |
Financial Services Offered:
JARISLOWSKY FRASER LTD. offers a range of financial services to its clients, including:
- Investment management services
- Financial planning and retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
JARISLOWSKY FRASER LTD. caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Trusts and estates
- Institutions
Fees & Compensation
JARISLOWSKY FRASER LTD. charges clients fees based on a percentage of their assets under management. This fee structure aligns the firm’s interests with its clients’ interests, as their compensation is directly tied to their clients’ investment performance.
There may also be additional fees for financial planning and other services, which are fully disclosed to clients upfront. The firm has a fiduciary duty to act in their clients’ best interests and is committed to providing transparent and fair pricing.
Background
JARISLOWSKY FRASER LTD. was founded by Stephen A. Jarislowsky, a respected investment management pioneer in Canada. The firm has a long history of delivering consistent and competitive investment results for its clients, while also prioritizing their values and objectives.
In 2004, JARISLOWSKY FRASER LTD. became a part of the Scotiabank Group and remains an independently operated entity to this day. The firm continues to uphold its values of integrity, objectivity, and long-term thinking in all its interactions with clients.
Financial Advisor Disclosures to Know
JARISLOWSKY FRASER LTD. takes pride in its ethical standards and compliance practices. The firm’s financial advisors are all registered with the appropriate regulatory bodies and are