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, subadvised programs, endowments, foundations and other corporate assets.
  • Has more than 1000 full-time employees.
  • Is headquartered in Toronto, with regional offices in Montreal, Calgary and Vancouver
  • manages more than $168 billion in assets ($CDN, as at December 15, 2020), 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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Our history – Fidelity Investments

  • 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 $8.8 trillion (US$) in total customer assets as of September 30, 2020.