For over 35 years, Canadian investors have chosen Fidelity to help them build better financial futures. We’re committed to developing quality products that offer long-term value and providing expert insights, tools and services to help our clients stay ahead.
Our heritage
1946
Fidelity Management & Research Company (FMR) is founded; Edward C. Johnson 2d becomes president.
1965
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).
1997
Edward C. Johnson 3d becomes chairman and CEO of FMR Corp.
Moments from our history
1987
Fidelity Investments Canada opens its doors on October 19, 1987 – the same day as the Black Monday market crash.
1995
Innovation: Fidelity is the first mutual fund company to launch a website. fidelity.ca launches shortly afterwards in 1996.
1998
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
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.
2018
FidelityConnects: Live webcast for financial advisors launches, providing insights on trending topics and information from Fidelity subject-matter experts.
2020
The Upside™ series: Fidelity’s investor webcast and newsletter launches, offering investment insights from the pros along with the latest tips and financial news.
2021
Fidelity goes beyond investing in financial wellness: A weekly webcast series exploring personal wellness topics, including yoga, nutrition and meditation, is introduced.
2023
Fidelity is recognized as one of Canada’s top 100 employers, Canada’s top family-friendly employers and Greater Toronto’s top employers.
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
Fidelity Tax-Smart Withdrawal Program®, the award-winning cash-flow service, launches for Canadian investors.
2005
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.
2017
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 Canada launches its first exchange-traded fund lineup, The Fidelity Factor™.
2021
Fidelity launches its first cryptocurrency product, Fidelity Advantage Bitcoin ETF™, followed by Fidelity Advantage Ether ETF Fund™ and Fidelity Total Metaverse Index ETF Fund in the next year.
2023
Fidelity Active ETFs are introduced, offering financial advisors and investors access to some of Fidelity’s active management strategies in a flexible ETF structure.
Assets under management (AUM) growth, at a glance
1992
$1 Billion assets under management
2015
$100 Billion assets under management
2020
$150 Billion assets under management
2023
$200 billion assets under management