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  2. A Dedicated Fidelity Advisor Can Help You Build A Plan. Our Goal Is To Help Fulfill Yours. At Fidelity, You Can Invest Your Way With Industry-Leading Value, Planning & Advice.

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  2. Fidelity Investments Canada offers Mutual Fund and ETFs investing to help you reach your financial goals.

  3. www.fidelity.ca › en › aboutusAbout us - Fidelity

    At Fidelity, our mission is to help driven Canadians reach their goals faster than they thought possible. How Fidelity can help you accelerate your dreams. Expert insights, tools, and services to help you make smarter decisions with your money and stay ahead of a rapidly changing world.

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  4. Before joining Fidelity, Mr. Burney was an analyst with SEI Investments’ asset consulting practice in Toronto, where he was responsible for the analysis of pension, endowment and foundation assets of plan sponsors and portfolios managed primarily by institutional investment managers.

  5. Jun 20, 2024 · The asset manager will create Fidelity Wealth, a dual-licensed investment dealer approved to sell both securities and mutual-fund investment products. ... Suite 1600, Toronto, ON Canada, M5A 0N1.

  6. Explore Fidelity's diverse investment solutions, such as managed portfolios, alternatives and tax-efficient investments.

  7. Jun 20, 2024 · Over 16,000 financial advisors expected to retire in the next decade . TORONTO, June 20, 2024 /CNW/ - Fidelity Investments Canada ULC (Fidelity) today announced it will launch Fidelity Wealth ULC (Fidelity Wealth), a new wealth management business designed to support financial advisors with their succession planning and transition to retirement.

  8. Jun 20, 2024 · Asset management giant Fidelity Investments Canada ULC is launching Fidelity Wealth ULC, a new wealth management platform targeted at advisors thinking about retiring. Eugene Boakye, managing director of Fidelity Wealth, said the firm is aiming to be “ready and operational” later this year and to transition their first book of business ...

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