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Fidelity Canada milestones


“Take intelligent risks and don’t follow the crowd.” This was the inspiration with which Edward C. Johnson 2d founded the company. For more than 70 years, Fidelity has lived by a core value: to always act in the best interest of our clients.

 

Our heritage

1946

Fidelity Investments logo

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

1965

Fidelity Investments logo


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

1969

Fidelity International logo


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

1977

Geode Capital Management logo

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


Moments from our history

In an ever-changing and complex financial services world, we’re committed to developing quality products that provide long-term value. As a privately-owned firm, we have been providing investment solutions and innovations to our clients in Canada for more than 30 years.

1987

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

 

1995

Fidelity Investments logo

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

 

1998

Fidelity International logo


Fidelity Canada Asset Management is created to focus solely on Canadian companies. The team would later expand to focus on North American and global equities.
 

2016

Geode Capital Management logo


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


Product innovation

We’re invested in proprietary research, bottom-up fundamental analysis, product innovation and our people. With investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home.

2002

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Fidelity Tax-Smart Withdrawal Program®, the award-winning cash-flow service, launches for Canadian investors.

2005

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Fidelity ClearPath® Retirement Portfolios are introduced for Canadian investors.
 

2007

Fidelity International logo


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

2008

Geode Capital Management logo


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

2017

Fidelity Investments logo


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

2018

Fidelity Investments logo

Fidelity Investments Canada launches its first exchange-traded fund lineup, The Fidelity Factor™.
 

2019

Fidelity International logo

ESG funds. Investment products with a focus on creating positive change are launched for Canadian investors.


Assets under management (AUM) growth, at a glance

1992

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$1 Billion assets under management

2015

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$100 Billion assets under management

2020

Fidelity International logo


$150 Billion assets under management

Fidelity Investments Canada Historical AUM, 1999-December 31, 2019
Source: Fidelity Investments Canada
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