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Fidelity
AddedFeb 13, 2024
UpdatedJun 28, 2026
Fidelity

Fidelity

Operating

Fidelity Canada: A comprehensive investment firm offering diverse financial solutions for individual and family wealth.

Location
Toronto, Ontario, CA
Founded
1987
Firm
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Portfolio
Fundraising
Employees
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Website

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

Total Investments4
Current Portfolio Count3
Total Portfolio Exits1

Top Investment Stages

Series E1 (25.0%)
Series F1 (25.0%)
Series G1 (25.0%)
Series H1 (25.0%)

Stage Mix

Series E 25%Series F 25%Series G 25%Series H 25%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Anduril Industries logo

Anduril Industries

Runway logo

Runway

Farmers Business Network logo

Farmers Business Network

Deliveroo logo

Deliveroo

Fidelity - Similar Investment Firms

Fidelity International logo

Fidelity International

fidelity.co.uk

CI Investments logo

CI Investments

cifinancial.com

Fiera Capital logo

Fiera Capital

fieracapital.com

Mackenzie Investments logo

Mackenzie Investments

BMO Nesbitt Burns logo

BMO Nesbitt Burns

bmo.com

Farm Credit Canada logo

Farm Credit Canada

fcc-fac.ca

Fondaction logo

Fondaction

fondaction.com

RBC Dominion Securities logo

RBC Dominion Securities

rbcds.com

Canaccord Genuity Group logo

Canaccord Genuity Group

BCI logo

BCI

bci.ca

Betterment logo

Betterment

betterment.com

National Bank of Canada logo

National Bank of Canada

nbc.ca

Jona Capital logo

Jona Capital

National Bank Financial logo

National Bank Financial

BMO Capital Markets logo

BMO Capital Markets

Fidelity - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 8 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end