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FIDELITY CANADA INSTITUTIONAL™
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Our capabilities

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Our capabilities
Our capabilities overview

Equities

Idea generation combined with active management and risk controls to construct portfolios that focus on delivering risk adjusted results.


Fixed Income

Leverage the expertise of experienced portfolio managers backed by teams that specialize in a wide range of Canadian and global fixed-income asset classes.


Multi-asset class

Manage risk in your defined benefit plans with our client-focused investment solutions that combine proprietary research, investment management and a rigorous risk-management framework.


Target date

Fidelity ClearPath® Portfolios are designed for Canadian investors and shaped by key drivers of long-term outcomes.


Defined contribution

Access a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.


Real estate

Real estate positioned for stability and growth


About us
Who we are overview

Meet the team

Our focus is working with you to translate your needs into tailored solutions.


Our philosophy

We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle.


Insights
Insights library

For institutional use only
FIDELITY CANADA INSTITUTIONAL™
  • Our capabilities overview
    • Equities

      Idea generation combined with active management and risk controls to construct portfolios that focus on delivering risk adjusted results.

      Fixed Income

      Leverage the expertise of experienced portfolio managers backed by teams that specialize in a wide range of Canadian and global fixed-income asset classes.

      Multi-asset class

      Manage risk in your defined benefit plans with our client-focused investment solutions that combine proprietary research, investment management and a rigorous risk-management framework.

      Target date

      Fidelity ClearPath® Portfolios are designed for Canadian investors and shaped by key drivers of long-term outcomes.

      Defined contribution

      Access a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.

      Real estate

      Real estate positioned for stability and growth

  • Who we are overview
    • Meet the team

      Our focus is working with you to translate your needs into tailored solutions.

      Our philosophy

      We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle.

  • Insights
    Insights library
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    Our capabilities

Our capabilities

We help our clients achieve their investment objectives by harnessing our deep and diverse capabilities.

Our depth of expertise across a broad range of asset classes allows us to develop client-driven and customized strategies.

Investment strategies are offered through commingled pools, mutual funds and separate accounts. Mutual funds and commingled pools are also available on both insurance and trust recordkeeping platforms.

What we offer

Equities

Idea generation combined with active management and risk controls to construct portfolios that focus on delivering risk adjusted results.

Fixed income

Leverage the expertise of experienced portfolio managers backed by teams that specialize in a wide range of Canadian and global fixed-income asset classes.

Target date

Fidelity ClearPath® Portfolios are designed for Canadian investors and shaped by key drivers of long-term outcomes.

Real estate

Real estate positioned for stability and growth

Multi-asset class

Core and custom solutions that leverage our capabilities in portfolio construction and active asset allocation.

Defined contribution

Offering a comprehensive product lineup for Capital Accumulation Plans.

268466-v2025818

Fidelity Canada InstitutionalTM

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Fidelity Investments Canada ULC

For advisors and individual investors.

Fidelity Clearing Canada ULC

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483 Bay Street
Suite 300
Toronto, Ontario
M5G 2N7

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This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. This website is intended to be made available to only institutional investors in Canada, and the information on this website is only for such persons.

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