Fidelity Canada

Overview

Fidelity Canada is a prominent financial services company with over 35 years of experience in helping clients achieve their financial goals. It operates through two main entities: Fidelity Investments Canada ULC and Fidelity Clearing Canada ULC. As of October 2024, the company manages more than $406 billion in assets, serving over 1.5 million individual and institutional clients.

Fidelity Investments Canada offers a diverse range of investment strategies, including mutual funds, exchange-traded funds (ETFs), and institutional products, accessible through financial advisors and online trading platforms. Fidelity Clearing Canada provides tailored clearing and custody solutions for registered portfolio managers and investment dealers, placing strong emphasis on active management, risk control, and proprietary research. The organization is dedicated to community outreach, having contributed over $300 million through the Fidelity Foundation, and encourages employee involvement in local initiatives.

Basic Information

Contact Details

• Phone: +1 416-307-5200
• Website: fidelity.ca
• LinkedIn: linkedin.com/company/fidelitycanada

Key Focus Areas & Initiatives

• investment management
• financial services
• mutual funds
• financial planning
• retirement
• asset management
• financial education
• market commentary
• institutional
• fund performance metrics
• fund merger strategies
• asset diversification
• b2b
• long-term growth
• fund termination notices
• retail
• securities and commodity contracts intermediation and brokerage
• global research
• retirement planning
• fund risk ratings
• advisor support
• client success stories
• portfolio management
• fund merger and acquisition
• sustainable funds
• performance metrics
• institutional solutions
• alternative investments
• financial planning tools
• mutual funds & etfs
• fund regulatory updates
• sustainable investing
• customized investment portfolios
• investment planning
• asset allocation
• community programs
• portfolio analysis
• client engagement
• fund risk management
• fund performance benchmarking
• private equity solutions
• investment strategies
• financial literacy
• d2c
• investment research
• alternative real estate
• etfs
• market insights
• fund distribution strategies
• private ownership
• canadian market
• financial technology
• regulatory compliance
• cash flow management
• fund performance awards
• alternative strategies
• financial advice support
• global research network
• fund regulatory compliance
• private company
• client-focused
• asset growth
• investment solutions
• fund merger updates
• wealth management
• financial advisor support
• fund distribution policies
• fund documentation updates
• fund documentation
• services
• investment innovation
• fund selection
• asset under management
• institutional asset management
• esg investing
• fund mergers and acquisitions
• community engagement
• investment tools
• asset management technology
• regulatory updates
• managed portfolios
• fund performance
• fund management reports
• risk management
• market analysis
• b2c
• client success
• fund documentation process
• client support
• fund performance analysis
• financial advice
• retirement solutions
• investing
• investment education
• retirement savings
• tax-efficient investing
• income generation
• tax calculators
• portfolio diversification
• financial tools
• investor insights
• financial goals
• pension plans
• regulated investments
• financial wellness
• investment products
• financial security
• cost minimization
• investment accounts
• retirement income
• property investment
• wealth accumulation
• investment selection
• financial advisors
• investment opportunities
• volatility analysis
• capital gains
• investment risk
• emergency savings
• financial health
• yields and returns
• personal finance
• active management
• investment calculators
• investment trends
• finance
• distribution
• finance technology
• information technology & services

Technologies Used

• AI
• Adform
• Adobe Media Optimizer
• Amazon AWS
• Amazon CloudFront
• Amazon Elastic Load Balancer
• Apache
• Bing Ads
• Bootstrap Framework
• Decibel Insight
• DoubleClick
• DoubleClick Conversion
• Ensighten
• Google AdWords Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Tag Manager
• Linkedin Login
• Linkedin Widget
• Marketo
• Microsoft Office 365
• Mobile Friendly
• Omniture (Adobe)
• Route 53
• Twitter Advertising
• UltraDns
• Vidyard
• WP Engine
• Workday
• Workday Recruit
• Yahoo Ad Manager Plus
• Yahoo Analytics
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Fidelity International