Fidelity timeline

 

Our heritage

Take intelligent risk and don't follow the crowd. This was the inspiration with which Edward C. Johnson 2d started the company. Over 70 years later, Fidelity continues to be a pioneer in the world of investing.

1946

Edward C. Johnson 2d.

Fidelity Management & Research Company (FMR) is founded; Edward C. Johnson 2d becomes president.

1957

Edward C. (Ned) Johnson 3d

Edward C. (Ned) Johnson 3d joins the company as a research analyst.

1965

Fidelity purchases its first computer.

Innovation: Fidelity purchases its first computer, beginning the development of the latest technology to serve its customers.

1969

Fidelity International is established as the international investment arm of Fidelity Management and Research Company (FMR).

1977

Edward C. Johnson 3d.

Edward C. Johnson 3d becomes chairman and CEO of FMR Corp.

1987

Fidelity Investments Canada opens its doors on October 19, 1987.

Fidelity Investments Canada opens its doors on October 19, 1987 – the same day as the Black Monday market crash.

1988

Abigail P. (Abby) Johnson joins the company.

Abigail P. (Abby) Johnson joins the company as an equity analyst.

1992

$1 billion under management.

Fidelity Investments Canada assets reach $1 billion under management.

1995

Fidelity.ca launches.

Innovation: Fidelity is the first mutual fund company to launch a website. fidelity.ca launches shortly afterwards in 1996.

1998

Team Canada

Fidelity creates Team Canada to focus solely on Canadian companies. The team would later expand to focus on North American and global equities.

2002

T-SWP® cash-flow service launches.

The award-winning T-SWP® cash-flow service launches for Canadian investors.

2005

ClearPath® Retirement Portfolios.

Fidelity ClearPath® Retirement Portfolios are introduced for Canadian investors.

2007

Fidelity Managed Portfolios are launched. The Portfolios offer a range of investing styles, plus diversification, in a single investment solution.

2008

Fidelity Private Investment Program is introduced, an investment management solution designed specifically for affluent investors.

2015

Fidelity Preferred Program

An industry first, Fidelity Preferred Program is introduced. The new program automatically moves investors to better pricing as they reach asset tiers.

2015

$1 billion under management.

Fidelity Investments Canada assets under management pass $100 billion.

2016

Abigail P. (Abby) Johnson.

Abigail P. (Abby) Johnson is named chairman and chief executive officer of FMR LLC, Fidelity’s parent company. She was named Chairman of Fidelity International in 2014. She represents the third generation of the Johnson family to lead the privately owned company.

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