1Investments in pooled funds are subject to minimum investment amounts. Investors must not be “non-residents” or “designated beneficiaries” for purposes of the Income Tax Act (Canada) (the “Act”). Pooled funds are not a mutual fund trust under the Act; accordingly, the units in a pooled fund are not a qualified investment under the Act for RRSPs, RRIFs, TFSAs, RESPs, RDSPs or DPSPs. The transferability of pooled fund investments between different dealer firms may be limited.
2Investments in separate accounts are subject to minimum investment amounts.
“Fidelity Investments” and/or “Fidelity” refers collectively to: i) FMR LLC, a US company, and certain subsidiaries, including Fidelity Management & Research Company LLC and FIAM LLC; and ii) Fidelity Investments Canada ULC (“FIC”) and its affiliates, including FIL Limited and Fidelity Clearing Canada ULC (“FCC”).
Fidelity Investments Canada Family Office and Private Counsel Services is a part of FIC. Clearing and custody services are offered through FCC. FCC is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). FIC products are advised by our investment division, Fidelity Canada Investment Management, or sub-advised by a variety of companies, such as Fidelity Management & Research Company LLC, FIAM LLC, FIL Limited, Geode Capital Management LLC and State Street Global Advisors Ltd.
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds and ETFs. Please read the mutual fund or ETF’s prospectus, which contains detailed investment information, before investing. Mutual funds and ETFs are not guaranteed. Their values change frequently, and investors may experience a gain or a loss. Past performance may not be repeated.
The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor's investment objectives and tolerance for risk. Fidelity Investments Canada ULC and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.