About Fidelity: Corporate Profile

Here’s the story

Fidelity Canada is proud to distinguish itself as one of the premier providers of investment services for Canadians. We believe that nobody else in the industry has the depth and breadth of products, along with the superior performance that we do. We offer an innovative and comprehensive lineup of mutual funds, ETFs, institutional products, and clearing and custody solutions.

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Fidelity Investments Canada

  • established in 1987
  • provides a full range of domestic, international and income oriented mutual funds, as well as asset allocation, managed solutions, ETFs and a high net worth program to Canadian investors
  • also manages assets for institutional clients including public and corporate defined benefit pension and defined contributions plans, sub-advised programs, endowments, foundations and other corporate assets
  • has more than 900 full-time employees
  • is headquartered in Toronto, with regional offices in Montreal, Calgary and Vancouver
  • manages more than $125 billion in assets (CAD, as at December 31, 2018), for individual and institutional investors

fidelity.ca

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Fidelity Clearing Canada

  • established in 2009
  • provides execution, clearing custody and back-office support services to Canadian registered brokerage firms and portfolio managers
  • is headquartered in Toronto
  • has more than 150 employees

clearingcanada.fidelity.com

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Fidelity Canada Asset Management

  • Established in 2007
  • has more than 60 employees
  • provides investment management services for both retail and institutional strategies offered by Fidelity Investments Canada
  • is comprised of portfolio managers and research analysts who provide research analysis and make investment recommendations
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Our history – Fidelity Investments

  • was founded in 1946 in Boston, Massachusetts
  • is a multinational financial services corporation
  • is private, independent and research-driven
  • with investment professionals and research staff around the world, Fidelity’s research capabilities are some of the largest globally
  • Fidelity Investments in Boston has assets under administration of $6.7 trillion, including managed assets of $2.4 trillion (USD) as of December 31, 2018
 
All data, unless otherwise stated, is as at December 31, 2018