Our experts share tax tips to help you prepare your tax returns and possibly lower your tax bill.
Tax tips from Fidelity
Are you on track for the retirement you want?
The Retirement Readiness Snapshot™ is a quick and easy way to check your progress and try out different options for reaching your goals.
Worried about rising interest rates?
Fidelity Floating Rate High Income Fund can mitigate the impact of rising interest rates, achieve potentially higher yields than investment-grade fixed income securities and increase diversification.
Build a tax-efficient cash-flow plan for your non-registered investments.
- TSX Venture
- Dow Jones
- S&P 500
- FTSE 100
- Hang Seng
• More detailed account information
• Improved navigation making it easier to find what you need
• Easily access any of your Fidelity accounts from the overview page
• More intuitive layout
Fidelity's 2013 tax receipts will be mailed to unitholders in the same envelope as their year-end statements (where applicable). Receipts for all RRSP contributions made in the first 60 days of 2014 will be mailed in early March.
- Mutual funds
Our Equity Funds allow you to be part of the potential for economic growth in Canada and abroad.
Asset allocation and balanced funds are ideal core portfolio holdings because they provide exposure to equities, bonds and cash.
Fixed income and money market funds are interest-bearing investments with reduced risk compared to equities and more modest expectations for long-term returns.
A pioneer in the sector-focused approach to investing, Fidelity has over 20 years of experience managing industry-specific funds.
- Managed solutions
Fidelity ClearPath Retirement Portfolios are a family of lifecycle funds that are actively managed and regularly rebalanced to a target allocation.
Fidelity Managed Portfolios are a suite of risk-targeted investment solutions.
Fidelity Income Replacement Portfolios™ take the lifecycle investing concept to the next stage.
- Tax-smart solutions