Fidelity Canada: A comprehensive investment firm offering diverse financial solutions for individual and family wealth.
Location
Toronto, Ontario, CA
Founded
1987
Fidelity Canada is a comprehensive investment management firm dedicated to the financial well-being of individuals and families. They offer a wide range of financial products including mutual funds, lifecycle funds, wraps, and pools. Their investment solutions also encompass Fidelity ClearPath Retirement Portfolios, Fidelity Preferred Programs, Fidelity Private Investment Programs, managed portfolios, currency solutions, tax-smart solutions, fixed income solutions, and liquid alternatives.
Among their notable portfolio companies is Farmers Business Network, which has raised $250 million in a Series F round. Fidelity Canada's investment philosophy emphasizes diversification across regions, sectors, and asset classes, providing tailored solutions for various investment goals. The firm is led by experienced partners who bring a wealth of expertise to their clients, ensuring robust and sustainable financial growth.
Fidelity - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
