Saturday, February 4, 2012
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How much income will you need?
Retirement Readiness Snapshot
Fidelity T-SWP™ calculator
T-SWP

Build a tax-efficient cash-flow plan for your non-registered investments. 

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The Drake Report
The Drake Report

Peter Drake, VP Retirement and Economic Research, explores key economic and market issues.

This week: Saving for Retirement: Are we our own worst enemies?

Tax receipts

Fidelity's 2011 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 2012 will be mailed in early March.

Fidelity Fund Facts documents are here

These regulatory disclosure documents provide a quick summary of each available series of our Funds.

Fidelity Viewpoint

After the global financial crisis - The five key risks to retirement income

Download the whitepaper  

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
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