Peter Drake speaks to MoneySense about the importance of having a plan to generate sustainable income in retirement.
Generating retirement income
Understanding longevity risk
Peter Drake speaks to Globe Advisor about longevity risk and the importance of building an effective portfolio to cover unforeseen costs.
The global search for growth
Fidelity portfolio managers Geoff Stein and David Wolf speak to the Financial Post about their investing process, team structure and the global market outlook.
Tax bracket management in retirement
Peter Bowen, Vice-President of Tax Research, speaks with Globe Advisor about strategies to minimize taxes and maximize cash flow in retirement.
Build a tax-efficient cash-flow plan for your non-registered investments.
- TSX Venture
- Dow Jones
- S&P 500
- FTSE 100
- Hang Seng
Fidelity's 2014 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 2015 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