We offer a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.
Target date investment options are a key component of our DC offering
- Fidelity ClearPath® Portfolios are designed to help Canadian investors solve the challenge of investing through retirement.
- Shaped by key drivers of long-term outcomes, our unique glide path reflects actual behaviour of Canadian plan members.
Why Fidelity for defined contribution?
Retirement and investment expertise
- More than 25 years of experiene working with retirement plans
- Proprietary insights gained from the analysis of thousands of Fidelity's record-kept DC plans and millions of record kept DC plan members from around the world
- Experience insights across all asset classes
- Global and local market expertise
Dedicated resources and support
- Comprehensive DC leadership and platform support
- Integrated Business Development and Consultant Relations teams
- Regionally-aligned Institutional Relationship Managers providing coordinated support to DC and DB plan sponsors
Comprehensive product lineup and investment solutions
- Wide array of mutual funds and institutional pools across asset classes, market caps and sectors
- Dedicated institutional vehicles, single strategy and multi-asset class solutions
- Comprehensive and rigorous approach to investment and risk management
A great partnership
Fidelity mutual funds and institutional pools are available on all major record keeping platforms. Contact us for assistance in finding a solution that best fits your needs.
Meet the team
Shane Ayres
Vice President, Institutional Distribution
Shane Ayres
Vice President, Institutional Distribution
Shane Ayres is Vice President, Institutional Distribution and Corporate Sustainability at Fidelity Canada Institutional. In this role, he leads the firm's Platform Businesses (Defined Contribution, Sub Advised and Insurance) and client onboarding. He also heads the Corporate Sustainable team responsible for ensuring there is continuous improvement across the firm.
Mr. Ayres joined Fidelity in 2004 and has over 20 years' industry experience. Before his current role, Mr. Ayres was Vice President, Institutional Distribution, and prior to that he was Director, Institutional Sales and Service, responsible for overseeing divisional strategic initiatives and client onboarding, as well as the day-to-day operations of the business.
Mr. Ayres joined Fidelity in 2004 and has over 20 years' industry experience. Before his current role, Mr. Ayres was Vice President, Institutional Distribution, and prior to that he was Director, Institutional Sales and Service, responsible for overseeing divisional strategic initiatives and client onboarding, as well as the day-to-day operations of the business.
Konnor Stoker
Institutional Services Manager
Konnor Stoker
Institutional Services Manager
Konnor Stoker is Institutional Services Manager at Fidelity Canada Institutional. In this role, he is responsible for managing service for our clients in the defined contribution, sub advised, packaged program and insurance segment of Fidelity’s institutional business. He is also responsible for leading key projects on behalf of the firm’s Platform Businesses team.
Mr. Stoker joined Fidelity’s institutional division in 2020 and has held roles as an Institutional Service Analyst supporting client transitions and as an Investment Associate covering U.S., international, global and emerging markets equity strategies.
Mr. Stoker joined Fidelity’s institutional division in 2020 and has held roles as an Institutional Service Analyst supporting client transitions and as an Investment Associate covering U.S., international, global and emerging markets equity strategies.
Cristian Calvieri
Institutional Accounts Analyst
Cristian Calvieri
Institutional Accounts Analyst
Cristian Calvieri is an Institutional Accounts Analyst at Fidelity Canada Institutional. In this role, he supports clients across the defined contribution, subadvised and insurance segments of the firm’s institutional business. He also contributes to strategic initiatives as a member of the Platform Businesses team.
Mr. Calvieri joined Fidelity’s institutional division in 2024 as an institutional service analyst supporting client transitions. In that role, he was responsible for overseeing cash flow activity and ensuring accuracy across institutional account servicing and operational processes.
Mr. Calvieri joined Fidelity’s institutional division in 2024 as an institutional service analyst supporting client transitions. In that role, he was responsible for overseeing cash flow activity and ensuring accuracy across institutional account servicing and operational processes.