Michelle Munro

Director, Tax and Retirement Research

CPA, CA

 

Michelle is a leading member of Fidelity’s Tax and Retirement Research team. She travels across Canada sharing insights on tax and retirement trends with investors and advisors and has a special interest in women and wealth.

 

Her work reflects a broader commitment to helping people build financial confidence at every stage of life. By addressing unexpected events and major life transitions, she helps people prepare for the financial and emotional challenges these pivotal moments can bring.
Joined Fidelity

2008

Career experience

Director of Corporate Tax, Fidelity Investments

Senior Manager, Tax, Ernst & Young

Education

BMath, University of Waterloo

 

Related content

FidelityConnects: Rethinking retirement: Insights from the 2026 Fidelity Report

What does retirement look like for Canadians today? Join Jacqueline Power and Michelle Munro as they unpack the key findings from the 2026 Fidelity Retirement Report — from reliance on government income to the widening gender gap and growing role of (artificial intelligence) AI in financial decision-making. Discover why, despite new technology, financial advisors remain the most trusted source for retirement guidance.
Download the 2026 Fidelity Retirement Report Login required

For more than 20 years, Fidelity has been helping Canadians understand, plan for and feel confident about retirement. Each year brings new challenges and new opportunities, yet one thing remains constant: Canadians want clarity, stability and a sense of control over their futures.

Fidelity Tax-Smart Solutions®

Investments are held inside what’s called a mutual fund corporation, providing additional tax benefits for investors.