On May 11, Fidelity Investments Canada hosted FOCUS2023, a daylong event for advisors featuring Fidelity’s portfolio managers, subject matter experts and thought leaders. Sessions ran both onstage in Vancouver to a live audience, and from our Toronto studio for a crowd of thousands more online. We’ll be releasing more of the event sessions as podcasts in the coming days. To start, today we’re featuring a discussion on the benefits and structure of the Fidelity Private Investment Program - where your wealth meets the investment expertise it deserves. Cameron Chamberlain and Rory Poole break down how the program is an institutional-style approach to money management, where you can gain access to investment pools that utilize Fidelity’s proprietary research methods and investment strategies with a focus on risk management. The program is designed around carefully selected and constructed pools aiming to achieve specific goals or objectives. In addition, the tiered pricing structure is based on investment levels, and the premium level of service is supported by enhanced account reporting, plus access to a dedicated client services team.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.