Fidelity

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, Fidelity Canada 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. These are accessible through financial advisors and online trading platforms. Fidelity Clearing Canada provides tailored clearing and custody solutions for registered portfolio managers and investment dealers. The company emphasizes active investment management and risk control, supported by proprietary research.

Headquartered in Toronto, with regional offices in Montreal, Calgary, and Vancouver, Fidelity Canada employs around 1,950 people. The firm is dedicated to community outreach, contributing over $300 million to various programs through the Fidelity Foundation and encouraging employee involvement in local initiatives.