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Fidelity Investments Canada operates as a prominent investment management firm, developing and distributing a range of investment solutions. The company provides mutual funds, exchange-traded funds (ETFs), and institutional investment products, all designed to assist Canadian investors in achieving their financial objectives. Its offerings encompass various investment strategies, leveraging active management principles to optimize portfolio performance for its clientele.
Fidelity Investments Canada is a subsidiary of Fidelity Investments, which was founded in Boston in 1946 by Edward C. Johnson II with an initial insight into actively managed funds. The Canadian operation has been serving investors for over 35 years, establishing a significant presence in the national financial landscape by extending the parent company's expertise and commitment to the Canadian market, adapting its services to local regulatory and client needs.
The firm primarily serves over 1.5 million Canadian investors, including individual retail clients and institutional partners. Fidelity's overarching vision is to strengthen and secure the financial well-being of its customers, continuously striving to empower them through accessible investment vehicles and professional guidance, fostering long-term financial growth and stability.
Fidelity Investments Canada has 11 tracked investments across 10 companies. The latest tracked deal is $15.0M Series U in Boosted.ai in November 2024.