Fidelity’s Michelle Munro discusses the deductibility of investment management fees and important considerations to keep in mind.
Investment fees: What’s deductible?
Weather market volatility with our long-term approach.
Ask your financial advisor about Fidelity mutual funds.
Knowing what you can’t know
Portfolio manager David Wolf discusses how the macro process for Fidelity’s multi-asset class funds helps our asset allocators to “know what you can’t know.”
See the effects of market volatility and recovery in action.
- TSX Venture
- Dow Jones
- S&P 500
- FTSE 100
- Hang Seng
Fidelity’s 2015 tax receipts will be mailed to unitholders in the same envelope as their year-end statements (where applicable). First 60 days contribution receipts for PAC deposits 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 30 years of experience managing industry-specific funds.
- Managed solutions
- Tax-smart solutions