FidelityConnects

Trends shaping wealth management in Canada – Carlos Cardone


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On today’s podcast, we take a look at Canada’s wealth management landscape and how it continues to evolve and change. Carlos Cardone, Senior Managing Director at Investor Economics, leads the discussion today as he highlights the on-going high interest rate environment, how that affects household financial wealth and where Canadians are choosing to invest their money. Carlos also highlights how saving dynamics have shifted amongst Canadians and how Canada’s high net worth trends compare to global trends.

Recorded on November 29, 2023.

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 third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics’ Advisor Digital Experience Study.

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