About us

We bring the full strength of Fidelity to our private wealth clients.

The strength of Fidelity

Fidelity’s global organization has extensive resources and expertise with a disciplined investment process.

For over 35 years, as a privately owned company, Fidelity has been designing an array of innovative products to help build better financial futures for investors like you.

With investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home.

A world of opportunity

With Fidelity, you're getting access not just to one of Canada's leading investing teams but to a global network of research professionals and innovators.

Fidelity Investments Canada ULC (FIC) brings a global network of investment expertise to Canadian investors. Our products are advised by our investment division, Fidelity Canada Investment Management, and subadvised by a variety of companies, as applicable, including Fidelity Management & Research Company LLC (FMR), FIAM LLC (FIAM), Fidelity Management & Research (Canada) ULC* (FMR-Canada), Fidelity International Limited (FIL Limited) and Geode Capital Management LLC (Geode). Investment professional counts include portfolio managers, research analysts and associates and traders only.

*Carrying on business in British Columbia as FMR Investments Canada ULC.

Source: FMR, FIAM, FIL Limited, FIC, FMR-Canada and Geode as at March 31, 2024. Data are unaudited.

Figures for investment professionals do not include Division Management and Other Investment.

Learn more about the strength of Fidelity.

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Why Fidelity Private Wealth?

We take a consultative approach and work with you to design an integrated, customized wealth plan.

We offer a masterplan for your wealth with big-picture thinking, discretionary management and personalized services.

We provide a solid foundation and a lifelong partnership to help make your financial vision a reality.