Tools and calculators header image Tools and calculators header image
Filter
Content
Media
631 results
FidelityConnects: Exploring fixed income
Join Institutional Portfolio Manager Beau Coash as he shares his views on today’s fixed income markets and what clients should be keeping a close eye on as we enter 2025.
Beau Coash
Institutional Portfolio Manager
December 05, 2024
FidelityConnects: Denise Chisholm: Sector watch – December 4, 2024
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
December 04, 2024
FidelityConnects: 2025 regulatory outlook
Join Andrea Rigobon, Fidelity’s Director of Procurement and Senior Legal Counsel, for an update on the key regulatory topics for advisors heading into 2025.
Andrea Rigobon
Director of Procurement and Senior Legal Counsel
December 03, 2024
FidelityConnects: Jurrien Timmer: The global macro view – December 2nd, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
December 02, 2024
December market insights: Navigating the year-end financial landscape with Jurrien Timmer
Jurrien Timmer’s global macro view – December 2, 2024. A in a recent Fidelity Connects session, Jurrien Timmer, Fidelity's Director of Global Macro, shared his valuable perspectives on the current financial climate, the implications of the upcoming US administration change, and the evolving role of cryptocurrencies in the investment landscape.
December 02, 2024
Year-end tax tips for 2024
By avoiding the spring crunch, you have more time to find opportunities to minimize your 2024 tax bill – and that’s especially true this year. Ottawa made some significant tweaks to the tax code, so there’s added incentive to make sure your taxes are in order.
November 29, 2024
FidelityConnects: Analyst insights – The consumer story
Join our analyst panel for an in-depth discussion of the consumer discretionary and consumer staples sectors. The discussion will cover the latest third-quarter earnings, highlight emerging trends and explore where new investment opportunities may be found.
Brendan Cochrane
Equity Research Analyst
November 29, 2024
FidelityConnects: International equity themes for 2025
Patrice Quirion, Portfolio Manager, discusses where he is finding new investing opportunities in international equities heading into 2025.
Patrice Quirion
November 28, 2024
FidelityConnects: Bitcoin and beyond – Exploring digital assets
Join Chris Kuiper, Director of Research, Fidelity Digital Assets, for a discussion of the digital asset landscape, including bitcoin, and other key developments in cryptocurrencies.
Chris Kuiper
Director of Research, Fidelity Digital Assets (FDAS)
November 27, 2024
FidelityConnects: Value investing in today’s markets
Naveed Rahman, Institutional Portfolio Manager, provides a portfolio positioning update on Fidelity Global Intrinsic Value Class and an update on where the team is finding new investment opportunities that balance price and value.
Naveed Rahman
Institutional Portfolio Manager
November 26, 2024
Inheritance can be a life-changing gift
In almost a decade of being an attorney, I've witnessed the variety of ways inheritance has changed people, both positively and destructively. Some people inherit just a few thousand dollars, while others walk away with life-changing money.
November 25, 2024
FidelityConnects: Jurrien Timmer: The global macro view – November 25th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
November 25, 2024
What you need to know about the T1 General income tax form
Tax season can be a chance to take charge of your financial health, but to help successfully navigate the process, it’s important to understand what you need to collect and the forms you have to file.
November 25, 2024
Insights on current market conditions and the year ahead
Jurrien Timmer’s global macro view – November 25, 2024. In a recent session of Fidelity Connects, Jurrien Timmer, Director of Global Macro at Fidelity, unpacked the complexities of current market trends, the astonishing rise of Bitcoin, and the looming shadow of inflation.
November 25, 2024
Should You Save Money or Invest? Here's How to Decide
Deciding what to do with some extra cash can be difficult. So, how do you choose which is the best option? Let's take a look at a few factors to help you decide.
November 25, 2024
FidelityConnects: Market outlook: Asia-Pacific equities
Eileen Dibb, Portfolio Manager, shares her investing perspectives on the Asia-Pacific region, including Japan and China, as well as positioning updates on Fidelity AsiaStar® Fund and Fidelity Japan Fund.
Eileen Dibb
November 22, 2024
FidelityConnects: Analyst insights – Third-quarter earnings wrap-up
Join Fidelity’s team of equity research analysts for a comprehensive discussion of third-quarter earnings across sectors, including the major trends and storylines to watch in 2025.
Claire Fleming
Equity Research Analyst
November 21, 2024
The Upside – Invested in wellness with Jessie Sarafian – November, 20th 2024
Join us for an insightful webcast featuring Ramond Phipps, Program Manager for Young Men’s Health at Movember, and co-host Paul Aulicino, Portfolio Strategist at Fidelity. In this episode, Ramond shares his expertise on Movember’s Sport Health Initiative, an innovative program aimed at improving mental health through sports engagement. He’ll discuss how sports can play a pivotal role in enhancing the well-being of men and youth, tackling mental health challenges and breaking down stigmas. Tune in for an engaging conversation as we explore the impact of sports on mental wellness and learn how Movember is driving change in the lives of young men around the globe.
November 20, 2024
FidelityConnects: Canadian personal finance trends with Rob Carrick
Join us for a special interview with The Globe and Mail’s personal finance columnist, Rob Carrick, for a look at the personal finance topics and trends he’s focused on right now.
Rob Carrick
Personal Finance Columnist, The Globe and Mail
November 20, 2024
FidelityConnects: Finding opportunities in global natural resources
Join Darren Lekkerkerker, Portfolio Manager, for a global tour of natural resources, including the path forward for energy markets, and an update on Fidelity Global Natural Resources Fund.
Darren Lekkerkerker
November 19, 2024
FidelityConnects: Jurrien Timmer: The global macro view – November 18th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
November 18, 2024
Exploring current market trends: Insights from Jurrien Timmer
Jurrien Timmer’s global macro view – November 18, 2024. In the latest session of Fidelity Connects, Jurrien Timmer, Fidelity's director of global macro, provided a comprehensive analysis of current market trends, focusing on various asset classes, particularly Bitcoin, the US dollar, and small-cap stocks. His insights offer a valuable perspective on navigating the evolving financial landscape.
November 18, 2024
FidelityConnects: ETFs – Fourth-quarter trends to watch
Raghav Mehta, ETF Strategist, discusses the ETF landscape, industry trends and portfolio construction ideas shaping the current quarter.
Raghav Mehta
ETF Strategist
November 15, 2024
FidelityConnects: Denise Chisholm: Sector watch – November 14, 2024
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
November 14, 2024
The Upside – Invested in wellness with Jessie Sarafian – November, 13th 2024
In this fun flow, Jessie will take you through a sequence of movements incorporating balancing poses to increase your mental focus, strengthen your legs and core and improve your posture and steadiness.
November 13, 2024
FidelityConnects: Discover the client benefits of video communication
Join us for an insightful conversation with Michael Litt, CEO and Co-Founder of Vidyard, on the growing client demand for video communications and the influence of artificial intelligence in driving this trend.
Michael Litt
CEO and Co-Founder, Vidyard
November 13, 2024
Take a personal approach to downsizing
There are a number of reasons you might or might not choose to downsize - maybe the stairs are getting too hard to climb or the location isn't the right fit anymore. Tamblyn Watts, CEO of national seniors advocacy group CanAge, suggests you get clear on what's important to you and what you might need.
November 13, 2024
FidelityConnects: The Fed decision – Impact on markets
Join David Wolf, Portfolio Manager, for a discussion of the latest Fed rate announcement, and his asset allocation perspectives on global markets.
David D. Wolf
November 12, 2024
FidelityConnects: Jurrien Timmer: The global macro view – November 11th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
November 11, 2024
Navigating the Trump trade: insights from Jurrien Timmer
Jurrien Timmer’s global macro view – November 11, 2024. The recent rally in the equity markets has caught the attention of many investors. With the Dow Jones surging to record highs and the S&P and Nasdaq showing gains, the current momentum is undeniable. According to Jurrien Timmer, Fidelity's director of global macro, these movements are a direct effect of the recent election outcomes, leading to a sector rotation and a stronger dollar.
November 11, 2024
FidelityConnects: The four Cs of client engagement
Join Michael McElroy for an insightful conversation on the importance of exceptional client experiences and ways advisors are adding to their practice to deliver further value to clients.
Michael McElroy,
Vice President, Practice Management & Consulting, Fidelity Investments (U.S.)
November 08, 2024
FidelityConnects: Fidelity Insights Class with Michael Hickey
Join Michael Hickey, Institutional Portfolio Manager, as he provides an update on portfolio positioning and shares his perspectives on investment opportunities in today’s markets.
Michael Hickey
Institutional Portfolio Manager
November 07, 2024
The Upside – Invested in wellness with Jessie Sarafian – November, 6th 2024
A Vinyasa flow is a dynamic and invigorating yoga practice that links movements with breath. Join Jessie for a series of poses synced with our inhales and exhales that will allow for a rhythmic and meditative experience. The focus is on building strength, flexibility and mindfulness.
November 06, 2024
Analyzing market dynamics post-Trump victory: Insights from David Tulk
Insights from David Tulk – November 6, 2024. David Tulk points out that the market reaction to Trump's victory has been pronounced, with equity markets rallying, bond yields climbing, and the US dollar strengthening. This response is attributed to the pre-election uncertainty dissipating, revealing a clear outcome that the markets can react to.
November 06, 2024
FidelityConnects: U.S. elections: Analysis and market impact
Join us for a full breakdown of U.S. election results, including the economic, political and investing implications for Canadian investors.
David Tulk
November 06, 2024
FidelityConnects: Capturing alternative returns from long/short equity
Join us for a special presentation LIVE from Fidelity’s Quebec City FOCUS event, featuring David Way, Portfolio Manager, Fidelity Long/Short Alternative Fund. Learn more about David’s long/short investing approach and the potential value of alternative strategies in client portfolios.
David Way
November 05, 2024
FidelityConnects: U.S. elections – Impact on fixed income markets
The U.S. presidential election and the U.S. Federal Reserve are both on deck this week. Join Jeff Moore, Portfolio Manager, for his analysis on how both may affect fixed income markets, and what it may mean to Canadian investors.
Jeff Moore
November 04, 2024
FidelityConnects: ETF strategies for the fourth quarter
Vince Kraljevic, ETF Strategist, discusses the ETF landscape, industry trends and portfolio construction ideas for Canadian investors.
Vince Kraljevic
ETF Strategist
November 01, 2024
The Upside –Invested in wellness with Jessie Sarafian – October 30, 2024
Join Jessie as she guides you through a yin yoga practice. This slow-paced style of yoga focuses on holding poses between three and five minutes, allowing you to go deeper into the stretch while promoting a deep sense of relaxation and mindfulness.
October 31, 2024
FidelityConnects: Denise Chisholm: Sector watch – October 31 2024
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
October 31, 2024
FidelityConnects: The Executive Exchange with Zoom CEO Eric Yuan
Join us for our first, all-new Executive Exchange with Eric Yuan, Founder and CEO of Zoom Video Communications. We will dive into his journey from his early days at a start-up to building a multi-billion-dollar company that revolutionized digital communications. Discover the challenges, lessons and key decisions that shaped his success, and gain inspiration to evolve your own business. You won’t want to miss it!
Eric Yuan
Founder and CEO, Zoom Video Communications
October 30, 2024
FidelityConnects: What’s next for emerging markets?
Sam Polyak, Portfolio Manager, Fidelity Emerging Markets Fund, takes us on a tour of emerging markets, from Asia to Latin America, and discusses the market opportunities he is tracking in the fourth quarter.
Sam Polyak
October 29, 2024
Finance 101: Money Skills Every New University Student Needs
Regardless of the level of financial support you will be providing to your new student while they are away at school, this can be a good opportunity to start laying the foundation of a smart financial mindset. There are several key skills with which to equip them before dropping them off at orientation.
October 28, 2024
FidelityConnects: Jurrien Timmer: The global macro view – October 28th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
October 28, 2024
Navigating the investment landscape in a transformative era
Jurrien Timmer’s global macro view – October 28, 2024. Jurrien Timmer, Fidelity’s Director of Global Macro shares his insights on the future state of investments, focusing on earnings expectations, election impacts, fiscal policies, and liquidity in the markets.
October 28, 2024
FidelityConnects: Analyst insights: U.S. staples, retail and hardlines
Join Chase Bethel, Equity Research Analyst, for a comprehensive discussion of the U.S. staples, retail and hardlines sectors, including the major trends shaping corporate strategy and growth plans.
Chase Bethel
Equity Research Analyst
October 25, 2024
Getting prepared for your later years
One big challenge of planning your retirement is trying to figure out how much you might need to pay for care in a residential setting late in life. No one can know reliably in advance what later health issues will arise. And the network of in-home care, retirement homes and long-term-care homes is a patchwork mix of public and private services, so navigating it can be tricky.
October 24, 2024
A fresh look at financial literacy
Building a strong financial foundation can have its challenges, but “future you” will thank you for developing strong financial acumen. Here are some tips to get you started.
October 24, 2024
Financial to-dos if you're headed for a divorce or separation
No matter how it happened, whether you knew it was coming or not, if you find yourself suddenly single, it's important to understand your new financial reality. Follow this financial empowerment checklist, especially if you weren't the lead money manager in the relationship.
October 24, 2024
FidelityConnects: Bank of Canada reaction – Live with economist Don Drummond
Join us for a special interview with former TD Bank Chief Economist Don Drummond as he breaks down what the latest Bank of Canada decision means for inflation, industry trends and financial markets.  
Don Drummond
Canadian Economist
October 24, 2024
VISION 2024: Dividend investing and downside protection – Ramona Persaud
Ramona Persaud takes the stage at VISION to talk about dividend investing and downside protection.
Ramona Persaud
October 23, 2024
VISION 2024: Fixed income now – Jeff Moore and Michael Plage
Jeff Moore and Michael Plage take the stage at VISION to talk about how fixed income fits into investor portfolios.
Jeff Moore
October 23, 2024
VISION 2024: Virtual show: Extended break
Extended break for the VISION virtual show.
October 23, 2024
VISION 2024: State of the market – Jurrien Timmer
Jurrien Timmer takes the stage at VISION to share his thoughts on the state of the market.
Jurrien Timmer
Director of Global Macro
October 23, 2024
VISION 2024: Thinking big with small caps – Connor Gordon
Connor Gordon takes the stage at VISION to talk about how investors can think big with small caps.
Connor Gordon
Portfolio manager
October 23, 2024
VISION 2024: Global asset allocation outlook – David Wolf, David Tulk and Ilan Kolet
David Wolf, David Tulk and Ilan Kolet take the stage at VISION to talk about their global asset allocation outlook.
Fidelity's Global Asset Allocation team
October 23, 2024
VISION 2024: Virtual show: Afternoon break #1
First afternoon break for the VISION virtual show.
October 23, 2024
VISION 2024: Virtual show: Pre-show segment
Emily and Andrew kick off the VISION pre-show.
October 23, 2024
VISION 2024: Virtual show: Morning break
Morning break for the VISION virtual show.
October 23, 2024
VISION 2024: Virtual show: Afternoon break #2
Second afternoon break for the VISION virtual show.
October 23, 2024
VISION 2024: Diversifying your equity strategy with Global Equity+ – Dan Dupont, Mark Schmehl and Hugo Lavallée
Dan Dupont and Hugo Lavallée take the stage at VISION and are joined by Mark Schmehl to talk about how investors can diversify their equity strategy with Fidelity Global Equity+ Fund.
Daniel Dupont
Portfolio manager
October 23, 2024
VISION 2024: A CIO perspective and market outlook – Andrew Marchese
Andrew Marchese takes the stage at VISION to share his perspective and outlook on the market.
Andrew Marchese
October 23, 2024
VISION 2024: Lessons learned – Will Danoff
Will Danoff takes the stage at VISION to share the lessons he’s learned.
Will Danoff
October 23, 2024
FidelityConnects: Fidelity True North® Fund with Maxime Lemieux
Join Maxime Lemieux, Portfolio Manager, for a discussion about Canadian equity markets and an update on Fidelity True North® Fund.
Maxime Lemieux
October 22, 2024
Navigating the fourth quarter and beyond
Jurrien Timmer’s global macro view – October 21, 2024. Jurrien Timmer, Fidelity’s Director of Global Macro shares his insights on earnings, interests and liquidity and their potential impact on market dynamics.
October 21, 2024
10 ways married couples can financially prepare for retirement
Retirement planning can be especially tricky for married couples. This is because they may have varying ideas about spending their golden years but also have additional expenses, income considerations, and social security benefits to consider.
October 21, 2024
FidelityConnects: Jurrien Timmer: The global macro view – October 21st, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
October 21, 2024
Get over your fear of retirement
If the idea of retirement both excites you and fills you with dread, you're not alone. One of the best ways to conquer fear of any kind is to face it head on. Here's how.
October 21, 2024
3 Tips to Make Buying a Home a Reality
For many people, buying a home is not just a financial goal, but also a personal dream. November is Financial Literacy Month, so here are three tips to help you focus on your finances ahead of buying a house.
October 18, 2024
Income investment strategies: Key approaches for investors
Learn how to balance risk and reward to meet your income needs and investment goals. Explore the essentials of income-focused investing strategies, which aim to generate steady cash flow from investments.
October 18, 2024
FidelityConnects: In focus – Insurance and real estate sectors
Join Connor MacGrath, Equity Research Associate, as he breaks down the latest trends and opportunities in Canada’s evolving insurance and real estate sectors.
Connor MacGrath
Equity Research Associate
October 18, 2024
It's Financial Literacy Month. Here's How to Protect Yourself From Predatory Lenders
Like many people, you may need to borrow money sooner or later. This could be to buy a home or a car, to start your own small business, or to get some work done on your house. Whatever the reason, you don't want to fall victim to a predatory lender. November is Financial Literacy Month, so let's take a look at a few ways to ensure you're dealing with an above-board lender.
October 18, 2024
Understanding the current market landscape: Opportunities and trends
Weekly insight from Denise Chisholm, Director of Qunatitative Market Strategy from her latest FidelityConnects Sector Watch on October 17, 2024.
Denise Chisholm
Director of Quantitative Market Strategy
October 17, 2024
Why financial literacy starts at home and school
Annamaria Lusardi is senior fellow at the Stanford Institute for Economic Policy Research and coauthor, with Tim Kaiser, of the new study “Financial Literacy and Financial Education: An Overview.” I spoke with her about the results of her study.
October 17, 2024
FidelityConnects: Denise Chisholm: Sector watch – October 17, 2024
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
October 17, 2024
The Upside – Invested in wellness with Jessie Sarafian – October 16, 2024
The hips are an area where we commonly hold a lot of tension and emotion. Through gentle targeted stretches, we will work on opening the hips and increase mobility to find relief and peace.
October 16, 2024
FidelityConnects: Hidden gems: Finding opportunities in global small caps
Join Chris Maludzinski and Connor Gordon for an update on Fidelity Global Small Cap Opportunities Fund and the benefits of adding small-cap equity exposure to your clients’ portfolios.
Chris Maludzinski
October 16, 2024
FidelityConnects: Live with Ontario Finance Minister Peter Bethlenfalvy
Join us for an exclusive conversation with Ontario Finance Minister Peter Bethlenfalvy. Hear from one of Canada’s key economic policy makers on the markets, the economy and regulatory policies that may affect the financial advisor community.
Peter Bethlenfalvy
Minister of Finance for Ontario
October 15, 2024
FidelityConnects: AI: Now and the near term
Join John Dalton for an exciting discussion of the latest developments in artificial intelligence and the implications for advisors and the financial services industry.
John Dalton
VP of Research, Fidelity Center for Applied Technologies (FCAT)
October 11, 2024
RESPs 101: The RESP withdrawal rules
With a new school year here and academic fees due soon, you might be budgeting for the next eight months and planning a withdrawal from your registered education savings plan (RESP). Here is your 101 guide to RESP withdrawal rules.
October 10, 2024
Here's Why You Should Invest Even When the Market Is Down
A volatile stock market can be worrisome, especially for new investors. Experienced investors know that it's important to continue investing when the market is down. In fact, it's one of the best money moves you can make.
October 10, 2024
I'm 40 With No Retirement Savings. How Do I Get on Track
If you've reached the age of 40 without any retirement savings, know this: You're certainly not the first person in history to land in that position. But also know that your situation can be salvaged. You just need to prepare to start saving immediately, invest wisely, and consider working a touch longer than you may have initially anticipated.
October 10, 2024
3 Reasons to Start Saving for Retirement in Your Early 20s
While saving for retirement as an early 20-something may not be the easiest thing, it's a thing worth doing. Here's why.
October 10, 2024
FidelityConnects: Where are we in the business cycle?
Join Cait Dourney, Research Analyst, Asset Allocation Research Team (U.S.), for a discussion of the global business cycle and how it may shape investment decisions in the months ahead.
Cait Dourney
Research Analyst
October 10, 2024
I worked in financial literacy for years, and there are 3 things I learned about money that many adults don't know
At the age of 30, I actually knew very little about money management. For something so vital to our success in this world, it's a wonder that money management remains shrouded in mystery for so many of us. Here are 3 things I learned about money that many adults don't know.
October 10, 2024
The Upside – Invested in wellness with Jessie Sarafian – October 9 2024
Join Jessie for a feel-good yoga class aimed at stretching and strengthening the muscles that support the lower back. Relieve tension, improve flexibility, and build core strength in a safe space.
October 09, 2024
FidelityConnects: Trend spotting: Third-quarter earnings season
Joe Overdevest, Portfolio Manager, joins us to discuss the market news he’s watching heading into the third-quarter earnings season.
Joe Overdevest
October 09, 2024
How to Retire at 40
Retiring at 40 is achievable but it requires a deep commitment to short-term sacrifices for long-term benefits. If you decide to take this route, the path will depend on personal factors like income and lifestyle, but anyone striving to retire early can adopt the general steps.
October 09, 2024
FidelityConnects: A tactical approach to fixed income investing
Scott Mensi, Institutional Portfolio Manager, sits down for a conversation on Fidelity Tactical High Income Fund. Learn more about the state of fixed income asset classes today and where the team is finding new investment opportunities.
October 08, 2024
FidelityConnects: Jurrien Timmer: The global macro view – October 7th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
October 07, 2024
Navigating the changing tides: Fed outlook on jobs and inflation
Jurrien Timmer’s Global Macro View - October 7, 2024. Weekly insights from Fidelity’s Director of Global Macro, Jurrien Timmer from his latest Fidelity Connects.
Jurrien Timmer
Director of Global Macro
October 07, 2024
Understanding the benefits of covered call ETFs
Unlocking the potential of call writing strategies for enhancing cash flow opportunities. Covered call ETFs utilize call writing strategies to generate additional cash flow and potentially enhance overall returns, mitigating portfolio volatility and offering potential tax efficiency.
October 07, 2024
FidelityConnects: Help your clients achieve peace of mind (Part 2)
Join Michael McElroy for an insightful conversation on the importance of peace of mind to your clients, and how advisors can shape their business to further support this goal.
Michael McElroy
Vice President, Practice Management and Consulting, Fidelity Investments (U.S.)
October 04, 2024
Creating passive income in your portfolio
Creating an investment portfolio focused on generating income has generally been associated with retirees, but income producing assets are an essential part of a balanced portfolio for investors of any age.
October 04, 2024
Plan to live to 100 when preparing for the future
As costs rise and medical advances progress, retirees and soon-to-bes are questioning if their money will last. If you previously set out a financial plan, it's time to revisit it and consider these areas vefully.
October 03, 2024
FidelityConnects: Denise Chisholm: Sector watch – October 3, 2024 (REPLAY)
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
October 03, 2024
Popular Canadian tax credits and deductions (2024)
While tax season isn't until the end of the year, there are some benefits to planning ahead so you have a clearer idea if you will receive a bill or a refund. One of the best ways to plan ahead is to be aware of the tax deductions and credits you may qualify for.
October 02, 2024
FidelityConnects: U.S. growth opportunities in the fourth quarter
Join Kyle Weaver and Rebecca Baker, portfolio managers of Fidelity U.S. Growth Opportunities Class, for an update on where they’re finding growth investment opportunities as we enter the fourth quarter.
Kyle Weaver
October 02, 2024
Three ways to protect your retirement from inflation
After a period of higher inflation, uneasy markets and higher interest rates, some are wondering if they will have to scale back their plans.
October 01, 2024
How does the Home Buyers’ Plan Work?
An overview of the Home Buyers’ Plan for first-time home owners.
October 01, 2024
FidelityConnects: Live with Dan Dupont
Dan Dupont, Portfolio Manager, gives his perspectives on today’s markets, including where he’s finding value-oriented investing opportunities, and provides a positioning update on Fidelity Canadian Large Cap Fund.
Daniel Dupont
Portfolio manager
October 01, 2024
Everything you need to know about the Tax-Free First Home Savings Account (FHSA)
The FHSA aims to make home buying easier for Canadians, find out everything you need to know in this guide.
October 01, 2024
The basic personal amount (BPA tax credit): How to maximize to reduce the taxes you owe
Everyone wants to minimize their tax hit, but some people aren’t aware of one of the most straightforward bill-reducing strategies: maximizing the federal and provincial basic personal amounts (BPA) on your tax return.
September 30, 2024
FidelityConnects: Jurrien Timmer: The global macro view – September 30th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
September 30, 2024
Back to school on a budget: How to manage your kids' expectations and get what you need for less
Nearly 75 per cent of parents can’t afford nice-to-have anything for their children this back-to-school season. If this is you, here are a few ways to keep on budget and ensure your kids aren’t royally disappointed.
September 27, 2024
FidelityConnects: Help your clients achieve peace of mind (Part 1)
Join Michael McElroy for an insightful conversation on the importance of peace of mind to your clients, and how advisors can shape their business to further support this goal.
Michael McElroy
Vice President, Practice Management and Consulting, Fidelity Investments (U.S.)
September 27, 2024
I'm 40 With $40,000 in Retirement Savings. Am I Doing All Right?
If you're 40 years old, it means you probably still have more working years ahead of you than behind you. But you may be wondering how well you're doing on the retirement savings front if you have $40,000 tucked away in your RRSP.
September 27, 2024
FidelityConnects: Introducing Fidelity Equity Premium Yield ETF
Portfolio Managers Mitch Livstone and Eric Granat, along with Fidelity’s Director of ETFs, Andrei Bruno, introduce the company’s latest fund: Fidelity Equity Premium Yield ETF. Hear about the fund’s genesis and objectives, and how it may fit into your client’s portfolio.
Andrei Bruno
Director of ETFs
September 26, 2024
FidelityConnects: Unpacking crypto and alternative investing trends
Reetu Kumra joins us for a look at cryptocurrencies and alternatives, and an update on Fidelity Canadian Long/Short Alternative Fund.
Reetu Kumra
September 25, 2024
FidelityConnects: Finding dividends in changing markets
Join Ramona Persaud, Portfolio Manager, for a conversation on today’s markets, including where she’s finding high-quality investment opportunities and an update on Fidelity U.S. Dividend Fund.
Ramona Persaud
September 24, 2024
FidelityConnects: Live from London – Bank of England decision
Tom Stevenson, Investment Director, provides his commentary and perspectives on global markets, including the latest Bank of England rate decision.
Tom Stevenson
Investment Director
September 23, 2024
An RESP for your child is a great way to set them up for college or university
Pencils, notebooks and erasers is the focus of back-to-school for the little ones, which is just around the corner. When it comes to post-secondary education, however, family discussions quickly turn to money - and do we have enough to send our child to university or college?
September 20, 2024
FidelityConnects: Denise Chisholm – Sector Watch
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
September 19, 2024
The value of financial advice
Typically, your financial journey starts by reading personal finance blogs, watching social media influencers, or talking to friends about the stock market. While getting started might be filled with excitement long-term financial success comes with emotional decisions. Investment success can be is less stressful with a professional who can help you keep your emotions in check and ensure your investments meet your financial goals.
September 19, 2024
FidelityConnects: Explore Fidelity – Chart Room and Fidelity’s Centre for Applied Technology (FCAT)
Take a trip with us to Fidelity headquarters in Boston, Massachusetts. Jurrien Timmer, Director of Global Macro, discusses the legacy of the Fidelity Chart Room and his personal story related to it. Dave Martin, Director of Prototyping, takes us on a tour of the Fidelity Centre for Applied Technology for a look at how his team is investigating tech trends of the future, including deepfakes and robots, and how they may affect financial services in the future.
Jurrien Timmer
Jurrien Timmer, Director of Global Macro
September 18, 2024
A former investment banker shares the strategies she's using to build long-term wealth, including 3 mental tricks she used to save six figures
Former investment banker Nischa Shah built six figures in savings before quitting to work for herself. She shared three psychological tricks that helped her spend less and keep more of her paycheck.
September 17, 2024
FidelityConnects: Alternatives strategies for the fourth quarter
David Way, Portfolio Manager, Fidelity Long/Short Alternative Fund, discusses Canadian equities and how to diversify your client’s portfolio with liquid alternatives.
David Way
September 17, 2024
This is how you can be a snowbird in retirement
When people begin planning for retirement, the first thing many dream about is where they want to spend their golden years. For a lot of retirees, this is somewhere warm, but what if you don’t want to spend every waking moment on the beach?
September 17, 2024
Lessons learned from three decades of investing
All investors will experience their share of success and failure. The market doesn’t play favorites. So what separates the best investors from the rest? It’s the lessons we learn along the way and how we apply them going forward. Following are some of my top takeaways from three decades of investing:
September 16, 2024
FidelityConnects: Jurrien Timmer: The global macro view – September 16th, 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
September 16, 2024
3 reasons not to stop investing during retirement
Investing your money is essential to growing wealth for retirement. In fact, if you don't invest your money at all and simply let your savings sit in cash, you might end up with a serious income shortfall.
September 16, 2024
FidelityConnects: Factor investing for the market cycle
Join Bobby Barnes for a comprehensive discussion of factor investing, including the factors that may be favourable in the marketplace in the months ahead.
Bobby Barnes
Head of Quant Index Solutions,
September 13, 2024
The Upside – Invested in wellness with Jessie Sarafian – September 11, 2024
We sit for the most part of our working day, so why not take advantage and incorporate stretches into your routine? Join Jessie for a chair yoga sequence you can do at any time throughout the day when you need a little break.
September 11, 2024
Staying off the regulator’s radar (Part 4)
Don’t miss our conversation with Ellen Bessner, a leading defence lawyer for advisors and dealers in regulatory and litigation and the best-selling author of Advisor at Risk and Communication Risk. Learn about the pitfalls advisors commonly fall into, and how to avoid them.
Ellen Bessner
Defence Lawyer and Partner, Babin Bessner Spry LLP
September 11, 2024
Jurrien Timmer: The global macro view – September 9th 2024
Jurrien Timmer, Fidelity’s Director of Global Macro, shares his thoughts on what’s moving the markets around the world, to help you be better prepared for what may be next.
Jurrien Timmer
Director of Global Macro
September 09, 2024
Analyst perspectives: Banks and the consumer
Join our analyst panel for an in-depth discussion of the banking sector and consumer health. Learn more about the major trends affecting these sectors and where new investment opportunities may be found.
September 06, 2024
FidelityConnects: The Fed decision – Impact on markets – September 5, 2024 (REPLAY)
Join David Tulk, Portfolio Manager, for a discussion of the latest Federal Reserve rate announcement and his asset allocation perspectives on the global economy.
David Tulk
September 05, 2024
The Upside – Invested in wellness with Jessie Sarafian – September 4, 2024
Join Jessie for a feel-good yoga flow aimed at detoxifying and cleansing the body. She will guide you through various twisting postures to release any blockages in the body and stimulate new blood flow. Let’s start our day with a clean slate! We believe that healthy finances go hand in hand with mental and physical well-being. Join Fidelity’s Jessie Sarafian weekly for an engaging wellness series that will help you stay ahead by exploring topics like yoga, nutrition, meditation and much more.
September 04, 2024
FidelityConnects: Hugo Lavallée – Contrarian investing
Hugo Lavallée, Portfolio Manager, shares his contrarian investing perspectives on Canadian equities and the latest market movements.
Hugo Lavallée
September 04, 2024
10 key terms on your investment statement
Investors regularly receive a variety of documents from their financial advisor and fund companies that manage their investments. The most important one? The investment statement, which Fidelity calls the FIC Statement, gives you a look at how your portfolio has performed.
September 03, 2024
FidelityConnects: CIO perspectives with Andrew Marchese
Join us for a timely update with CIO and Portfolio Manager Andrew Marchese as he shares his thoughts on recent market events. Andrew will provide his review of various sectors, market movements and investment opportunities in the current environment.
Andrew Marchese
September 03, 2024
Budgeting is vital but it doesn't having to be boring
If math and spreadsheets isn’t your strong suit, you can still be successful with managing your money. This article provides a few alternative budgeting systems that might work better for you.
August 30, 2024
Back-to-school budgeting and financial planning for the academic year ahead
Fall can be an exciting time, its typically when kids go off to university to start a new school year. Here are a few things to think about before the next semester starts.
August 30, 2024
Can you hold digital assets in your TFSA?
Canadians are captivated by the potential of cryptocurrencies, like Bitcoin or Ethereum. Indirectly holding these assets where they can grow tax-free and there’s no tax on withdrawals is possible under the Tax-Free Savings Account (TFSA).
August 30, 2024
FidelityConnects: Alternative investing strategies
Brendan Sims, Alternative Investment Strategist, makes his FidelityConnects debut discussing the opportunities among alternative investments and the range of products Fidelity offers in the marketplace.
Brendan Sims
Alternative Investment Strategist
August 30, 2024
3 Signs That You Need to Start Paying a Financial Advisor
If you've recently gone through some big changes in your financial life, hiring a financial advisor could become even more of a must-have. Here are a few tell-tale signs that you should think about hiring a financial advisor.
August 30, 2024
Unlock the power of the FHSA: Eligibility, tax savings and investments!
The FHSA, a registered investment account created in 2023 to help first-time home buyers grow their downpayment dollars more easily, combines the best features of the registered retirement savings plan (RRSP) and the tax-free savings account (TFSA).
August 29, 2024
FidelityConnects: Where are we in the business cycle?
Join Cait Dourney, Research Analyst, Asset Allocation Research Team (U.S.), for a discussion of the global business cycle and how it may shape investment decisions in the months ahead.
Cait Dourney
Research Analyst
August 29, 2024
Why you should consider a First Home Savings Account even if you can't afford a home
If a lack of extra cash is turning you off of considering a First Home Savings Account, some experts say it might still be worth opening one.
August 29, 2024
The Upside – Invested in wellness with Jessie Sarafian – August 28, 2024
Join Jessie and special guest April Cockshut, Certified Nutritional Practitioner and psychotherapist for an engaging discussion on keeping the summer vibes rolling as students go back to school, and how to support our body during this transitional time. We will explore nutrition, stress management, movement and immunity-building techniques.
August 28, 2024
RRIF withholding tax rates: how much should I receive from my RRIF?
Most Canadians know the Registered Retirement Savings Plan (RRSP) well, but these accounts don’t last forever. In the year you turn 71, the most common option is to convert your RRSP into a Registered Retirement Income Fund (RRIF), here’s how it works.
August 28, 2024
FidelityConnects: Bonds – Global high-yield perspectives
Peter Khan makes his FidelityConnects debut discussing the latest in global bonds. Hear where he’s finding opportunities around the world, and his market outlook as we close out the third quarter.
Peter Khan
Portfolio Manager
August 28, 2024
3 Investing myths that could cost you
When you're ready to start investing, the whole process can be kind of mysterious. What kind of account should I open? How do I choose a stock broker? And wait, why am I doing this again!? If you're new to this space, you might assume the following investing myths are facts.
August 28, 2024
Forget budgeting: Here's a better way to meet your savings goals
When do you need to budget? It can certainly be helpful but it's not the only solution. So if you've tried it and it doesn't work for you, you should know that there may be a better way to work toward your goals.
August 27, 2024
FidelityConnects: What rate cuts mean for bond markets
Join us for an informative interview with Canadian cybersecurity expert Imran Ahmad as he shares some of the latest developments in cybersecurity, AI, and privacy. Learn more about safeguarding client information and navigating the evolving digital landscape.
Imran Ahmad
Partner, Canadian Head of Technology, Co-Head of Information Governance, Privacy and Cybersecurity, Norton Rose Fulbright Canada
August 27, 2024
What is the ideal age to retire?
Identifying when you want to retire can bring clarity to your retirement planning by helping you figure out how much to save and knowing the optimal time to access retirement benefits, like the Canada Pension Plan (CPP).
August 27, 2024
Embrace mindful spending with no-spend month
A no-spend month has become a popular trend for those looking to curb their spending and gain control over their finances. The challenge involves not spending money on non-essential items for a specific period, usually a month. Participants commit to cutting off subscriptions, limiting nights out, pulling back on online shopping, and holding off on big, spontaneous purchases.
August 26, 2024
FidelityConnects: Global real estate amid cooling inflation
Steve Buller, Portfolio Manager, Fidelity Global Real Estate Fund, discusses his market outlook and where he is finding investment opportunities.
Steve J. Buller
August 26, 2024
FidelityConnects: What rate cuts mean for bond markets
Sri Tella, Portfolio Manager, Fidelity Canadian Short Term Bond Fund, discusses the back-to-back rate cuts from the Bank of Canada, and how cooling inflation is affecting bond markets.
Sri Tella
August 23, 2024
How to eat like you're rich when you travel, even if you're on a budget
It’s not exactly a secret that one of the best parts of going on vacation is sampling the local cuisine at your destination. This is particularly true when you travel to a city known for its five-star restaurants. Of course, those multicourse meals prepared by Michelin-star chefs aren’t without consequence — particularly when it comes to your bank account.
August 23, 2024
FidelityConnects: Canada’s future – AI, aging and remote work
Canadian economist Linda Nazareth delves into how advancements in AI, an aging population and a shift to remote work may shape Canada’s economic future, and what it means for investors.
Linda Nazareth
Economist
August 22, 2024
The Upside – Invested in wellness with Jessie Sarafian – August 21, 2024
Join Jessie as she guides you through the basics of yoga: foundational poses, proper alignment and breath awareness. Have the confidence and strength in your practice to move in a safe space. Together we will move with intention. This class is for all levels.
August 21, 2024
FidelityConnects: Consumer check-in – Global spending patterns
Aneta Wynimko, Portfolio Manager, Fidelity Global Consumer Industries Fund, discusses the latest global consumer spending patterns and where she is finding investment opportunities in the second half of 2024.
Aneta Wynimko
August 21, 2024
FidelityConnects: Exploring fixed income markets
Portfolio managers Jeff Moore and Michael Plage provide their perspectives on today’s fixed income markets, and share an update on Fidelity Multi-Sector Bond Fund.
Jeff Moore
August 20, 2024
Should you try a 'no-spend' month?
Amid rising costs and record high levels of consumer debt, the idea of hitting pause on spending, at least for a little while, seems to be gaining traction. Recently, the no-spend month — essentially a month-long period where you don't spend at all, outside of the essentials — has become "the latest money-saving trend taking over" on TikTok, said CNBC.
August 20, 2024
How much money does the government contribute to an RESP?
Did you know that the Canadian government will match a percentage of your RESP contributions? Plus, there are federal and provincial grants available for lower-income families, and these can really add up. Here’s what you need to know.
August 19, 2024
FidelityConnects: Analyst insights: U.S. aerospace and transports
Payton Liske, Equity Research Analyst, makes his FidelityConnects debut unpacking U.S. aerospace and transports earnings. Hear where he is finding opportunities in these industries, and the industry trends on his radar.
Payton Liske
Equity Research Analyst
August 16, 2024
Retirement planning vs. retirement income planning: What's the difference?
It may be an uncomfortable topic, but you must be certain that you’ll be able to save money and generate the income you’ll need during retirement – regardless of market fluctuations that could impact your finances. Here are some tips to accomplish this:
August 16, 2024
FidelityConnects: Value investing in today’s markets
Naveed Rahman, Institutional Portfolio Manager, shares his perspectives on global markets and value investing, and provides an update on Fidelity Global Intrinsic Value Class.
Naveed Rahman
Institutional Portfolio Manager
August 15, 2024
FidelityConnects: How to keep off your compliance officer’s radar
Paige Wadden, one of Fidelity Canada’s Chief Compliance Officers, highlights how advisors can remain in good standing with compliance regulations and avoid common pitfalls.
Paige Wadden
Chief Compliance Officer and VP, Compliance
August 14, 2024
Inheritance planning: When equal and fair aren’t the same thing
Dividing your estate equally among your loved ones may seem like the simplest way to keep everyone happy, but what might seem fair to one family member might not to another.
August 14, 2024
FidelityConnects: Investing in innovation through founder-led companies
Join Dan Kelley, Portfolio Manager, Fidelity Founders® Class, for a discussion of the value of investing in founder-led companies in today’s markets, and where he is finding new opportunities for the portfolio.
Daniel Kelley
August 13, 2024
What’s the difference between a HISA and a TFSA?
To be a good investor, it helps to have a solid understanding of the various tools you can access and when to use them. But that’s easier said than done, especially when investments and accounts all start to sound the same.
August 12, 2024
It's not too late to travel for cheap this summer with credit card rewards
A summer vacation can provide a much-needed escape, but travel costs can quickly add up. I have good news if you want to take a last-minute summer getaway without going broke.
August 12, 2024
3-year versus 5-year mortgage: How to choose your term
Choosing between a three-year and five-year mortgage can feel like a big decision. While there are pros and cons to both, recent economic turbulence means the stakes are a little higher—and interest rates a lot higher. But things are settling down now. Inflation has finally cooled and the Bank of Canada (BoC) made its first rate cut in four years on June 5. That means we can all breathe a sigh of relief.
August 09, 2024
FidelityConnects: Engaging the next generation of investors
Join Kelly Lannan for an insightful conversation on the growing financial needs of young investors and how advisors can build stronger connections with this next generation of clients.
Kelly Lannan
Senior Vice President, Emerging Customers, Fidelity Investments U.S.
August 09, 2024
How to save money on summer vacations
Samantha Brown recently partnered with Klarna on a 2024 Summer Travel Trends Report, which found that 56% of people say their budget is vital when planning trips. With increasing airfare prices and the rise of luxury travel, it's no wonder why more and more people feel like their dream trips are out of reach. But it doesn't have to be that way.
August 09, 2024
FidelityConnects: Denise Chisholm – Sector Watch
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
August 08, 2024
The Upside – Invested in wellness with Jessie Sarafian – August 7th 2024
Join Jessie on location at Eagles Nest Golf Club, where she guides you through a series of stretches using a golf club. Perfect for warming up before a round, while you are waiting or cooling down afterwards, these exercises will improve your flexibility, improve your swing and reduce the risk of injury. Get ready to play your best game this season!
August 07, 2024
FidelityConnects: Yen and Now - The Carry Trade with Salim Hart
Salim Hart, Portfolio Manager, joins FidelityConnects for a timely discussion on global markets, the Japanese Yen carry trade, and how he and the Global Intrinsic Value team are positioning their portfolios for the months ahead.
Salim Hart
August 07, 2024
FidelityConnects: Third-quarter capital markets playbook
Join Andrei Bruno, Director of ETFs, for a comprehensive discussion of the latest news affecting financial markets and trends in the ETF space.
Andrei Bruno
Director, ETFs
August 06, 2024
FidelityConnects: Industrials and materials – Earnings season takeaways
Join Fidelity Equity Research Analysts Robert Reynolds and Claire Fleming for a discussion of industrials and materials second-quarter earnings and what the results might mean for the sectors for the remainder of 2024 and beyond.
Robert Reynolds
Equity Research Analyst
August 02, 2024
How to afford moving out as a student or young adult
Whether you’re a graduating student or are just starting your career, moving out of your parents’ house is a significant milestone. But with rising rents and increased costs of living, there are various financial aspects to consider before you make this big decision. Here’s a 10-step plan to help you assess if the time is right for you to break out on your own—without breaking the bank.
August 01, 2024
FidelityConnects: What the Fed’s rate decision means for markets
Join Ilan Kolet, Institutional Portfolio Manager, for a reaction to and analysis of the U.S. Federal Reserve’s most recent rate decision and what it means for markets.
Ilan Kolet
Institutional Portfolio Manager, Global Asset Allocation Team
August 01, 2024
The Upside – Invested in wellness with Jessie Sarafian – July 31, 2024
Join Jessie for a dynamic and invigorating yoga class designed to strengthen and tone your core muscles. Get ready to build a strong, stable and resilient core. This class is perfect for all levels.
July 31, 2024
FidelityConnects: Under Construction: Building Resilient Client Portfolios
Join Paul Ma, Vice President and Lead Portfolio Strategist, as he explores where we are in the business cycle and what that means for portfolio construction for the remainder of 2024.
Paul Ma
Vice President and Lead Portfolio Strategist
July 31, 2024
How to tackle summer child care costs
This article will provide parents with things I learned along the way, including how to plan and budget for a fun summer for you and your young children.
July 31, 2024
Students benefit from filing a tax return even if they don't make a lot of money
Lower income doesn’t mean lower priority when it comes to filing a tax return. Students in particular might skip filing a return if they earned little to no income last year, or are swamped with assignments and exams — but that means missing out on a number of benefits.
July 30, 2024
Traveling abroad this summer? Don't make these three costly money mistakes
While you're getting travel ready, it's also a good idea to get financially ready. There are a few common money mistakes that people make when they travel abroad. By preparing ahead of time, you can make sure you avoid them.
July 30, 2024
FidelityConnects: What’s next for U.S. Growth Opportunities
Join Institutional Portfolio Manager Tom Rollins for an update on Fidelity U.S. Growth Opportunities Class and the growth areas driving investment decisions for the fund.
Tom Rollins
Institutional Portfolio Manager
July 30, 2024
FidelityConnects: Exploring fixed income
Join Institutional Portfolio Manager Beau Coash as he shares his views on today’s fixed income markets and what clients should be keeping a close eye on for the remainder of 2024.
Beau Coash
Institutional Portfolio Manager
July 26, 2024
FidelityConnects: Bank of Canada reaction – Live with economist Don Drummond
Join us for a special interview with former TD Bank Chief Economist Don Drummond as he breaks down what the latest Bank of Canada decision means for inflation, consumers and financial markets.
Don Drummond
Former TD Bank Chief Economist
July 25, 2024
The Upside – Invested in wellness with Jessie Sarafian – July 24, 2024
Join us for part three of our Refresh, restore and cleanse for summer series! Today we are joined by April Cockshutt, clinical herbalist and certified nutritional practitioner, for an engaging discussion of intermittent fasting and mental recharging.
July 24, 2024
FidelityConnects: U.S. presidential election – What it means for Canada – July 24, 2024
Join David MacNaughton, former Canadian ambassador to the U.S., for an in-depth conversation on the U.S. presidential election and its potential impact on Canada and the global economy.
David MacNaughton
Former Canadian ambassador to the U.S.
July 24, 2024
FidelityConnects: Know your client: Risk profile update
Join us for a conversation with Nancy Mehrad, Founder, CEO and securities lawyer at Registrant Law. Nancy will discuss the latest KYC risk profile updates for advisors.
July 23, 2024
FidelityConnects: Tech talk – Harnessing the benefits of artificial intelligence
Join John Bradley, Director, Emerging Technologies, for an informative conversation on the latest developments in artificial intelligence and how advisors can adopt these technologies to further support their clients.
John Bradley
Director, Emerging Technologies
July 19, 2024
FidelityConnects: Third-quarter dividend investing outlook
Don Newman, Portfolio Manager, Fidelity Dividend Fund, joins us to discuss his outlook on dividend-paying equities in the months ahead and where he’s finding attractive buying opportunities in today’s markets.
Don Newman
July 18, 2024
The Upside – Invested in wellness with Jessie Sarafian – July 17, 2024
A Vinyasa flow is a dynamic and invigorating yoga practice that links movements with breath. Join Jessie for a series of poses synced with our inhales and exhales that will allow for a rhythmic and meditative experience. The focus is on building strength, flexibility and mindfulness.
July 17, 2024
FidelityConnects: Investing with conviction – Fidelity U.S. Focused Stock Fund
Stephen DuFour, Portfolio Manager, Fidelity U.S. Focused Stock Fund, provides his perspectives on U.S. equities and explains where he is finding high-conviction investment ideas for the Fund.
Stephen DuFour
July 17, 2024
From overwhelmed to empowered: How to improve your financial confidence
Financial confidence isn’t just for the financial elite—it’s a must for everyone, no matter the size of your paycheck or the complexity of your financial situation. Imagine a scenario where your financial decisions are deliberate, your goals have substance, and success isn’t a distant dream but a tangible reality.
July 17, 2024
FidelityConnects: Global asset allocation perspectives
Join Ilan Kolet, Institutional Portfolio Manager, as he shares the latest insights from the Global Asset Allocation team, including the state of the Canadian economy and FMP fund positioning in today’s market environment.
Ilan Kolet
Institutional Portfolio Manager
July 16, 2024
Beyond Stocks and Bonds: Diversify Your Portfolio with Alternative Investments
Are traditional stocks and bonds all you need in your portfolio? For a growing number of investors, the answer is no. Although equities and fixed income will always be the foundation of any diversified investment strategy, some investors are adding alternative investment classes to minimize volatility and manage risk.
July 12, 2024
FidelityConnects: Emerging markets – Key drivers for the second half
Abhijeet Singh, Institutional Portfolio Manager, takes us through emerging markets across the world and discusses the investment themes shaping Fidelity Emerging Markets Fund for the months ahead.
Abhijeet Singh
Institutional Portfolio Manager
July 12, 2024
Retirement for two: Unlocking the tax-saving power of a spousal RRSP
Living your life with a loved one has its financial perks. Some are obvious, like sharing expenses and pooling income, but others, like the spousal Registered Retirement Savings Plan (SRRSP), can be easily overlooked. Don’t miss out on this opportunity to save and lower your household tax bill.
July 12, 2024
FidelityConnects: Denise Chisholm – Sector Watch
Denise Chisholm, Director of Quantitative Market Strategy , brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
July 11, 2024
The Upside – Invested in wellness with Jessie Sarafian – July 10, 2024
Join us for part two of our Refresh, restore and cleanse for summer series! Today we are joined by April Cockshutt, clinical herbalist and certified nutritional practitioner, for an engaging discussion of superfoods and supplements to support a summer cleanse. We will learn about the most effective key nutrients to add to your weekly intake that will leave your body feeling energized and ready for all that summer has to offer!
July 10, 2024
FidelityConnects: How to respond to changing investor needs
Join Michael McElroy for an insightful conversation on the changing investor needs influencing the wealth management space, and how advisors can respond to provide additional value to their clients.
Michael McElroy
Vice President, Practice Management and Consulting, Fidelity Investments (U.S.)
July 10, 2024
FidelityConnects: Uncovering hidden gems: Value investing in focus
Morgen Peck, Portfolio Manager, dives into value investing themes for the second half of the year.
Morgen Peck
July 09, 2024
FidelityConnects: U.K. election results: Impact on markets
Tom Stevenson, Investment Director, provides his commentary on and reaction to the U.K. general election results, including how they may affect global markets.
Tom Stevenson
Investment Director
July 05, 2024
FidelityConnects: Alternatives strategies for the third quarter
David Way, Portfolio Manager, Fidelity Long/Short Alternative Fund, discusses Canadian equities and how liquid alternatives may fit into a client’s portfolio as we head into the second half of the year.
David Way
July 04, 2024
The Upside – Invested in wellness with Jessie Sarafian – July 3rd, 2024
In this class, heat up your practice with an energizing full-circle flow that will have you travelling 360° around your mat to wake up your entire body, ensuring you’re ready to take on your day! We believe that healthy finances go hand in hand with mental and physical well-being.
July 03, 2024
FidelityConnects: Mid-year report – Canadian wealth management trends
Carlos Cardone, Senior Managing Director, Investor Economics, discusses the trends shaping the Canadian wealth management industry this year.
Carlos Cardone
Senior Managing Director, Investor Economics
July 03, 2024
What is the average retirement income in Canada?
It may sound cliché, but there’s never a wrong time to think about retirement. Getting a sense of the average Canadian’s retirement income can help you determine if you’re on the right track or if you need to make changes to your financial plan.
July 02, 2024
FidelityConnects: Third-quarter capital markets playbook
Andrei Bruno, Director of ETFs, joins us to kick off the third quarter with a comprehensive discussion of the latest news affecting financial markets and trends in the ETF space.
Andrei Bruno
Director, ETFs
July 02, 2024
FidelityConnects: ETFs – Third-quarter trends to watch
Raghav Mehta, Fidelity ETF Strategist, discusses the ETF landscape, industry trends and portfolio construction ideas shaping the quarter ahead.
Raghav Mehta
ETF Strategist
June 28, 2024
FidelityConnects: Denise Chisholm – Sector Watch
Denise Chisholm, Director of Quantitative Market Strategy , brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
June 27, 2024
The Upside – Invested in wellness with Jessie Sarafian – June 26, 2024
Join us for part one of our Refresh, restore and cleanse for summer series! Today we are joined by April Cockshutt, clinical herbalist and certified nutritional practitioner, for an engaging discussion of nutrition, movement and key habits to support our body so we can thrive this summer.
June 26, 2024
How to ensure you hit your TFSA limit every year
Many things in life compete for your attention – and your money. Finding time and energy to do it all can be challenging, but maxing out your Tax-Free Savings Account (TFSA) so you can enjoy all the other things doesn’t have to be.
June 26, 2024
Your FHSA contribution limit: avoid these 5 common mistakes
While there are a few programs to help first-time homeowners save for a down payment, most aren’t as attractive as the new Tax-Free First Home Savings Account (FHSA). This new account – launched in April 2023 – combines the more attractive features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA), creating a powerful tool to help your down payment dollars grow.
June 25, 2024
FidelityConnects: Canada’s economy – Opportunities, challenges and capital gains
Join us for a special interview with Canadian economist Jack Mintz for a wide-ranging discussion of Canada’s economic path ahead, including the unintended consequences of capital gains changes.
Jack Mintz
Economist and President’s Fellow, School of Public Policy, University of Calgary
June 25, 2024
I write about finances for a living. Here's why I still pay a financial advisor
I write about personal finance and investing for a living. So I'm no stranger to picking stocks, and I know all about things like retirement savings and emergency funds. Despite this, I choose to pay a financial advisor to oversee my long-term investments and help me work toward my long-term goals. Here's why.
June 25, 2024
Home prices dip in Canada as buyers await lower mortgage rates
Canadian home sales were basically flat and prices dipped in March, a sluggish beginning to a spring market that some analysts believe will pick up soon as the Bank of Canada moves closer to cutting interest rates.
June 24, 2024
Three important reasons you have trouble sticking to your budget
People tend to overlook the fact that sticking to a budget isn’t just a practical concept. A lot of spending is about mindset, emotions and environment. There are a few reasons you’re not sticking to your budget, and just being aware of them can help you make changes, to bring your lifestyle back in line with your finances.
Wealthtender
June 24, 2024
How these 5 psychological tricks can save you money
Let's take a closer look at some psychological tricks that are all about keeping more of that hard-earned cash right where it belongs -- in your bank account.
June 21, 2024
Are you and your partner financially compatible? Ask these 5 questions to find out
Compatibility with a partner is a multifaceted issue. You want to make sure you enjoy each other's company and respect each other's values. And if you're building a life together, you also want to be on the same page about your personal finances.
June 21, 2024
FidelityConnects: Eye on Europe – Consumer trends to watch
Aneta Wynimko, Portfolio Manager, discusses the latest global consumer spending patterns and where she is finding investment opportunities following the most recent Euro Area Consumer Confidence flash.
Aneta Wynimko
June 21, 2024
Buying a home? Ask this question before making an offer
There’s an important detail you'll want to cover before making an offer on a home. It could spare you from landing in a situation where your homeownership costs rise substantially year after year after year.
Maurie Backman
June 21, 2024
Four things you need to build wealth, that are nothing to do with money
There’s a lot of talk about what you need to build wealth, from a purely financial point of view: things like a solid savings habit and a great investment plan. But there are also things that are nothing to do with money itself, that can really help when you’re trying to build wealth.
June 20, 2024
Can I afford to help my child buy a home?
To help make that dream a reality, parents are increasingly looking for ways to help their kids get into the real estate market. Fortunately, there are more than a few ways to help the kids get a leg-up on the housing market.
June 20, 2024
FidelityConnects: Hidden gems – Finding opportunities in global small caps
Join Chris Maludzinski and Connor Gordon for an update on Fidelity Global Small Cap Opportunities Fund and the benefits of adding small-cap equity exposure to your clients’ portfolios.
Chris Maludzinski
June 20, 2024
Tax changes you need to know about this year, from home offices to house flipping
Taxes may well be a certainty of life, but they can morph and multiply by the year, including some big changes this filing season. Here are the new rules you should know about.
June 20, 2024
Most searched financial questions (with answers)
We’re here to answer some of the personal finance questions that have been trending higher among Canadians this year.
June 20, 2024
Are you planning on using your inheritance for your retirement plan?
If an adult child feels their going to receive some sort of inheritance from their parents that wealth transfers not guaranteed. A survey from IPSOS found that 86% of Canadian seniors aren’t planning on leaving money to the next generation. That shouldn’t be a surprise, as more people need their money to live longer, but they’re also using their cash on travel, health care and more during their lifetimes.
June 19, 2024
The Upside – Invested in wellness with Jessie Sarafian – June 19, 2024
Get ready to work your arms! In this class, Jessie will take you through movements to wake up the upper body and give you the length and strength to tackle your day with open arms.
June 19, 2024
FidelityConnects: Money on the mind – What matters to young Canadians
Robin Taub, personal finance expert, award-winning author and Chartered Professional Accountant, joins FidelityConnects to discuss the money topics that are top of mind for young Canadians, and how advisors can kick-start conversations with the next generation of investors.
Robin Taub
CPA, CA, Bestselling Author and Keynote Speaker
June 19, 2024
FidelityConnects: Finding quality at the right price
Join Ramona Persaud, portfolio manager, for a conversation on today’s markets and where she’s finding high-quality investment opportunities, and an update on Fidelity U.S. Dividend Fund.
Ramona Persaud
June 18, 2024
3 Simple tips to stay out of credit card debt for good
Credit card debt is extremely expensive, with the average interest rate on credit cards coming in at 23%. If you're spending a fortune in interest because you're carrying a balance on your cards, you'll make it harder to accomplish your own money goals. You can follow these simple tips to stay out of credit card debt for good.
June 17, 2024
From dreams to reality: Achieving financial goals as a woman
Financial goals, particularly for women, carry profound significance amidst challenges like the gender pay gap and caregiving responsibilities. Setting clear objectives empowers women to make informed decisions, prioritize spending, and stay motivated. Be it saving for education, a home, starting a business, or retiring comfortably, a well-defined plan aids in overcoming obstacles.
June 17, 2024
What is portfolio income?
Income can be basically broken down into three types: • Earned income • Passive income • Portfolio income
June 14, 2024
FidelityConnects: Factors in focus – Third-quarter trends to watch
Join Bobby Barnes for a comprehensive discussion of factor investing, including the factors that may be favourable in the marketplace in the months ahead.
Bobby Barnes
Head of Quant Index Solutions, Fidelity Investments (U.S.)
June 14, 2024
FidelityConnects: Denise Chisholm – Sector Watch
Denise Chisholm, Director of Quantitative Market Strategy , brings her unique insights and perspectives on the sectors to watch in global markets.
Denise Chisholm
Director of Quantitative Market Strategy
June 13, 2024
The Upside – Invested in wellness with Jessie Sarafian – June 12, 2024
Build the strength in your foundation with this strong lower body flow. Jessie will guide you through movements to strengthen your glutes, hamstrings and quads and have you feeling energized and empowered.
June 12, 2024
FidelityConnects: Finding the best businesses in Fortress North America
Join Darren Lekkerkerker, portfolio manager, for an in-depth conversation on North American equity markets and an update on Fidelity North American Equity Class.
Darren Lekkerkerker
June 12, 2024
FidelityConnects: Half-time report – Andrew Marchese on the markets
Join Andrew Marchese for a comprehensive discussion of the markets, including a summary of the first half of the year and possible investment opportunities ahead.
Andrew Marchese
June 06, 2024
Five financial goals to achieve this year
Do you ever wish there was a cheat code that could immediately improve your financial situation? Tap a few buttons and, poof, you’re financially secure. Sadly, short of winning the lottery, there is no effortless way to magically improve your finances, but setting these five goals might be the next closest thing.
June 03, 2024
What are the average incomes in Canada?
It’s also not just where you live. The type of job you have, your age and your gender can also distort your view of what is average and how well you’re really doing. Here are some of the key figures you’ll need if you want to benchmark your income and earning potential.
May 17, 2024
Your 2024 financial check-in: A step-by-step guide to keeping your finances on track
While you can’t control the uncertainties of the economy, you can create a well-structured plan to help achieve your financial goals. Here are the steps to take to help set your finances on the right track for the new year.
May 15, 2024
This is what happens when you fall behind on your credit card payments
The average Canadian has a credit card balance of $4,265. With inflation still elevated and the cost of nearly everything being more expensive than it was just a few years ago, it's no surprise that many consumers are reaching for their credit cards. If you're having trouble paying your credit card balance, here are a few things you should know and some suggestions on how to get back on track.
May 15, 2024
5 Ways successful women manage their finances
Women of all ages are taking charge of their finances. If you're a woman looking to make life-changing money moves, you may seek advice on managing your finances to live a more comfortable and secure life. Making small financial changes can benefit your wallet and improve your life. Here are a few ways that successful women manage their finances.
May 15, 2024
Are you secretly doing better with your money than you think? Here are some signs you're financially healthy
Many people worry about their finances, stressing over whether they’re saving enough, spending too much or heading toward a debt crisis. But several often-overlooked signs may indicate that you're in better financial shape than you realize
May 14, 2024
How to discuss estate planning with your family
When it comes to topics every family needs to be able to discuss, estate planning is one of the most critical and delicate. Getting past the hurdle and figuring out how to discuss estate planning with your family is an essential part of ensuring that what you want will be accomplished when you're gone.
May 13, 2024
Building a strong money mindset in 2024
When financial stress is amplified, as is so for an extremely high number of Canadians at the moment, it's even harder to shift out of the fight or flight part of our brains and use our frontal lobes (the part of our brains responsible for rational thinking) to process information about our emotions and make better money decisions.
May 06, 2024
All in the family: What couples should know about shared bank accounts
A relationship is all about sharing, but when it comes to finances it can get complicated. Take shared bank accounts. Evidence suggests couples benefit from fully merged finances, but younger people are increasingly moving away from the practice, and many financial experts recommend against it.
April 30, 2024
How to give your kid allowance like a child psychologist
Some hope to teach their children fiscal responsibility or reward positive actions such as chores or success in school. Others are simply worn down by the constant demands for cash. But can allowance actually teach responsibility, or are we all doing it wrong?
April 29, 2024
Investing for women: Take control of your financial future
Let’s explore various investment options and strategies that women can use to start building their investment portfolios!
April 29, 2024
How to apply for CPP in 2024 and how much will I get?
If you want to get the most out of the CPP, it’s important to know how the benefit works so you can factor it into your overall retirement plan.
April 23, 2024
FOCUS2024: Jurrien Timmer - The global macro view
Jurrien Timmer takes the stage at FOCUS Beverly Hills to talk about global macro.
Jurrien Timmer
Director, Global Macro
April 19, 2024
FOCUS2024: Mark Schmehl - Taking advantage of positive change
Mark Schmehl takes the stage at FOCUS Beverly Hills to share how he’s taking advantage of positive change.
Mark Schmehl
April 19, 2024
FOCUS2024: Andrew Marchese, Reetu Kumra - Canadian Long/Short Alternative Fund: Leveraging the full scope of research
Andrew Marchese joins Reetu Kumra on stage at FOCUS Beverly Hills to talk about Fidelity Canadian Long/Short Alternative Fund and how they’re leveraging the full scope of research.
Andrew Marchese
April 19, 2024
FOCUS2024: David Wolf, David Tulk, Ilan Kolet - Global asset allocation outlook
David Wolf, David Tulk and Ilan Kolet take the stage at FOCUS Beverly Hills to talk about their global asset allocation outlook.
David D. Wolf
April 19, 2024
FOCUS2024: Andrea Rigobon - Regulatory update
Andrea Rigobon takes the stage at FOCUS Beverly Hills to provide a regulatory update for advisors.
Andrea Rigobon
Director, Procurement, Senior Legal Counsel and Chief Privacy Officer
April 18, 2024
FOCUS2024: Hugo Lavallée - The power and potential of contrarian investing
Hugo Lavallee takes the stage at FOCUS Beverly Hills to talk about the power and potential of contrarian investing.
Hugo Lavallée
April 18, 2024
FOCUS2024: Connor Gordon - Thinking big with small caps
Connor Gordon takes the stage at FOCUS Beverly Hills to talk about how investors can think big with small caps.
Connor Gordon
Portfolio manager
April 18, 2024
FOCUS2024: Dan Dupont - Turning volatility into opportunity
Dan Dupont takes the stage at FOCUS Beverly Hills to talk about how he turns volatility into opportunity.
Daniel Dupont
Portfolio manager
April 18, 2024
FOCUS2024: Salim Hart - Uncovering hidden gems: Intrinsic value investing
Salim Hart takes the stage at FOCUS Beverly Hills to talk about his process of uncovering the hidden gems of intrinsic value investing.
Salim Hart
April 18, 2024
FOCUS2024: David Way - An alternative perspective
David Way takes the stage at FOCUS Beverly Hills to talk about an alternative perspective with alternative investments.
David Way
April 18, 2024
FOCUS2024: Ramona Persaud - Dividend investing and downside protection
Ramona Persaud takes the stage at FOCUS Beverly Hills to talk about dividend investing and downside protection.
Ramona Persaud
April 18, 2024
FOCUS2024: Andrew Marchese - CIO insights: The evolving market landscape
Andrew Marchese takes the stage at FOCUS Beverly Hills to talk about the evolving market landscape.
Andrew Marchese
April 18, 2024
Your 2023 tax return checklist
Keep this handy list of the most common forms, receipts and numbers close by when you prepare your 2023 income tax return. Doing your 2023 tax return could be faster (and potentially be more rewarding) if you have all your information and documentation ready in advance
April 17, 2024
FidelityConnects: Staying off the regulator’s radar (Part 3)
Don’t miss our conversation with Ellen Bessner, a leading defence lawyer for advisors and dealers in regulatory matters and litigation and the best-selling author of Advisor at Risk and Communication Risk. Learn the common pitfalls advisors commonly fall into, and how to avoid them.
April 16, 2024
What is the minimum credit score needed for a mortgage in Canada?
Among the many questions on the minds of aspiring homeowners, two questions that are particularly important to consider are: What credit score do I need to secure a mortgage, and how can I improve my rating if it’s too low?
April 08, 2024
Breaking free from the Joneses: Why it’s time to reset your financial benchmark
One of the big questions many people have before retirement is whether they’re going to have enough money to get them through their golden years. While determining the right number takes some work with a financial advisor, covering your costs may not be as challenging as you think. That’s because you can tap into several income sources to help keep your coffers full.
April 05, 2024
Defined benefit vs. defined contribution pension plans: which is better and how much will I receive?
Do you dream of one day being able to put your feet up and still collect a paycheque? If you work with a company that offers an employer-sponsored pension plan, you don’t have to dream. A pension is like getting a reward from an employer after years of service, providing a steady income when you’re ready to step away from work.
April 05, 2024
Fraud in Canada: How to recognize and report financial fraud
Scammers are coming off a record year, making off with more than $531 million dollars in Canada – the last thing anyone needs is a fraudster trying to swindle their cash. Yet, financial crime is on the rise.
April 05, 2024
If inflation is not a problem, why are interest rates so high?
" Until not too long ago, many economists and financiers believed the Bank would start dropping interest rates in April. Now, they are reconsidering this forecast since year-over-year inflation rose to 3.4 per cent in December from 3.1 per cent the previous month. And, although for a reason other than persistent inflation, now they are right believing that, at the earliest, the Bank will start lowering interest rates in June.”
April 02, 2024
FidelityConnects: Navigating conflict: Ensuring clients’ best interests
Join us for an informative conversation with esteemed defence litigators John Fabello and Gillian Dingle from Torys LLP for a look at how financial advisors can help mitigate potential client conflict and serve their best interests.
John Fabello
Partner, Torys LLP
March 20, 2024
Retirement planning: The top 7 sources of retirement income in Canada
One of the big questions many people have before retirement is whether they’re going to have enough money to get them through their golden years. While determining the right number takes some work with a financial advisor, covering your costs may not be as challenging as you think. That’s because you can tap into several income sources to help keep your coffers full.
March 12, 2024
What makes bonds different than GICs?
Bonds are considered to be less risky than stocks and can provide a source of steady, predictable income in the form of interest, or coupon payments.
March 11, 2024
Do I qualify for free money toward my child’s education? The Canada Learning Bond explained
RESPs offer several perks, including the Canada Learning Bond (CLB), which is a grant that helps families save up for their child’s education. Here is how it works.
March 08, 2024
5 tips for a smooth transition into retirement
The decisions you make today will help you enjoy a worry-free retirement. Here are five ways to ensure you have a smooth transition into your life after work.
March 01, 2024
How pre-authorized contribution plans (PAC) can help you reach your financial goals
Saving money every month can feel like a chore, but as life gets busier – and more costly – putting money away is a must. But how can you save regularly when you can barely find the time to do all the other things you need to do in your life? The solution to this challenge might be easier than you think.
February 22, 2024
2024 Canadian income tax brackets
Check out this easy-to-understand refresher on how the Canadian tax system works, featuring 2024 Canadian income tax brackets, rates, and dates.
February 15, 2024
What happens if I overcontribute to my RRSP or TFSA?
Being an overachiever can be an asset, but overcontributing to your registed investment accounts isn’t the time to get ahead. The Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) and Tax-Free First Home Savings Account (FHSA) were created with one goal in mind – encouraging saving and investing.
February 14, 2024
Are you guilty of 'spaving'? Here's how to spot the toxic spending habit
"Spavers" are easily tempted by a good deal. Impulse buying. Paying bills late. Emotional spending. It’s clear why these financial habits are bad. But other practices are more sneakily harmful – like “spaving.”
February 08, 2024
VISION: Jurrien Timmer: State of the market
January 31, 2024
VISION: Connor Gordon: Thinking big with small caps
January 31, 2024
VISION: Will Danoff: Lessons learned
January 31, 2024
VISION: David Wolf, David Tulk, Ilan Kolet: Global asset allocation outlook
January 31, 2024
VISION: Andrew Marchese: A CIO perspective and market outlook
January 31, 2024
VISION: Mark Schmehl, Dan Dupont, Hugo Lavallée: Diversifying your equity strategy with Global Equity+
January 31, 2024
VISION: Jeff Moore and Stacie Ware: Fixed income now
January 31, 2024
VISION: Ramona Persaud: Dividend investing and downside protection
January 31, 2024
There’s been a ‘power surge’ of new women investors. But there still aren’t enough
There has been a new “power surge” of women investors in recent years, a new report finds. But while women are making financial gains, more can be done to ensure they are financially prepared for the future. Sixty-eight percent of women are currently saving for retirement, compared with 66% in 2019, according to a new report from Fidelity Investments. The finance giant added 48% more female clients in 2023 compared with 2019, including 99% more Gen Z women.
January 29, 2024
FidelityConnects: Staying off the Regulator’s Radar (Part 2)
Don’t miss our conversation with Ellen Bessner, a leading defence lawyer for advisors and dealers in regulatory and litigation and the best-selling author of Advisor at Risk and Communication Risk. Learn how to stay off the regulator’s radar and avoid litigation when working with vulnerable or older clients.
January 23, 2024
Why do a financial fast after the holidays
Overdoing it during the holiday season is normal (for a lot of us, anyway). It feels great to enjoy the food, shop for gifts, attend parties, buy outfits, visit with loved ones, and create a festive atmosphere at home. Those experiences are wonderful because we don't get to have them all the time. And it's a good thing we don't, because they're almost all expenses that would be outside your regular budget.
January 22, 2024
Investing lessons we learned in 2023
It’s been said that adversity is one of life’s greatest teachers. If that’s the case, then investors sure learned a lot in what was an eventful 2023.
January 20, 2024
What is debt consolidation?
Take a look at what debt consolidation is, the pros and cons to consider and how to choose an option that best fits your needs.
January 16, 2024
Forget budgeting. Here's a better way to meet your 2024 financial goals
Let's face it, though. Budgeting can be boring. And it might eat up more time than you want to give up. So, if you just can't stomach the idea of budgeting but you want to meet your 2024 goals, here are some things you can do instead.
January 16, 2024
Are RESP contributions tax-deductible?
At year-end and during tax season, parents and grandparents may have questions about registered education savings plans (RESPs) and their impact on taxes in Canada: Are RESP contributions tax-deductible? Who pays the taxes on RESP withdrawals?
January 08, 2024
Five ways to give your retirement purpose
A purpose-driven retirement is all about finding meaning and fulfillment in your post-work years. It is more than just relaxing and enjoying leisure time; instead, it involves actively seeking activities and interests that align with your values and passions.
December 28, 2023
Tips for managing risk in crypto investments
Cryptocurrency investments have gained significant popularity recently, attracting many investors seeking lucrative opportunities. However, with this increasing popularity comes inherent risks that must be effectively managed.
December 27, 2023
5 reasons new investors should consider All-in-One ETFs
With built-in diversification, lower fees and automatic rebalancing, an All-in-One ETF is ideal for younger Canadians who would rather build their careers than build a portfolio.
December 27, 2023
4 of the biggest Christmas shopping traps to avoid
Whether you're ready to embrace the holiday season or not, here's a reality check. At this point, many stores are already blasting Christmas music and adorning their aisles with tinsel. And so like it or not, the holiday shopping season has officially kicked off.
December 24, 2023
How some investors lost money on a fund that averaged 30 percent returns annually
The action bias tells us it is better to look like you are doing something, even if it is counterproductive, than to stand still. This same bias plays a role in investor behaviour, showing underperformance for the most frequent traders.
December 21, 2023
Year-end tax tips for 2023
December is a time for family, relaxation and the chance to indulge in a few too many sweets. Taxes, that’s an April problem – right? Sure, that is, if you’re willing to risk overpaying on your taxes. If you want to avoid the crunch in the Spring and find opportunities to minimize your 2023 tax bill at the same time, then there are a few smart moves you may consider doing before the curtain comes down on another year.
December 15, 2023
Can debt consolidation help with Canadian student loans?
If you’re worrying about taking on student debt you're definitely not alone. It is difficult to estimate the total costs of post-secondary education as there are many factors to consider- find them here.
December 12, 2023
Need to withdraw from your RRSP early? How much tax will you pay? Plus, ways to avoid the RRSP withholding tax.
Here’s how early RRSP withdrawals work – and some ideas of other sources of funds you may want to consider before dipping into your retirement savings.
December 06, 2023
Unlocking the power of compound growth
We all want to live in a cleaner, more sustainable and economically stable world, but addressing climate change can feel like an impossible task.
December 01, 2023
Should you pay off student debt before investing?
Recent graduates and other young people face competing financial priorities. Once you join the workforce, it’s understandable if you want to shed the student lifestyle and live a little. But at some point, you’ll need to decide what to do with extra cash flow: invest or pay back student loans.
November 30, 2023
New to investing? Here are some tips before getting started
If you’re new to investing, it can seem overwhelming and leave many wondering where to start. You may hear about friends investing or trying to buy a rental property or hear about employer retirement plans at work. Then you go looking and realize the number of options out there seem endless. How do you even choose?
November 30, 2023
Head into shopping season ready to manage spending and debt
Retailers once again have begun their bid for consumers' attention with big sales early in fall. A longer holiday shopping season lets you spread out expenses, but it also could lead to overspending.
November 29, 2023
These were the 4 smartest money moves I made in my 30s
Now that I have just a few months left in my 30s (gulp), I've been looking back at all I've seen and accomplished in this decade. This includes reviewing my financial decisions, which have had major impacts on my entire life. Here are four smart money moves I made in my 30s, along with how they improved my finances.
Ashley Maready
November 06, 2023
Is Your Money Mindset Unhealthy? You Can Change It
The first step to improve your money mindset is to identify the healthy beliefs you want to keep and the unhealthy ones that no longer serve you.
November 02, 2023
Where to get help if you’re struggling financially (and mentally)
Has worrying about debt or paying your bills kept you up at night? You’re not alone. Nearly half of Canadians (48%) are so stressed about their finances that they are losing sleep over it, according to FP Canada’s Financial Stress Index. In February 2023, a Scotiabank poll found that Canadians spend an average of 15 hours per week worrying about their finances (that’s the time equivalent of a part-time job), up from 10 hours last year.
November 01, 2023
Here's what happens when you meet with a financial advisor
If you're not rich (and hey, how many of us are?), it's easy to think that you don't need help managing your personal finances. But if you're struggling with managing debt payoff, learning to invest, or even just plain old budgeting, a financial advisor can offer helpful advice and reduce your stress levels. Let's take a look at what to expect when you meet with one.
November 01, 2023
Three signs you really need a financial advisor
A financial advisor can help you meet goals like these, which is just one good reason to hire one. But if these signs apply to you, your need for a financial advisor may be even more urgent.
October 30, 2023
How young professionals can develop a wealth-building mindset
As a young professional in your 20s or 30s, the choices you make now potentially have multimillion-dollar implications for your future self. In my experience working with financial planning clients from all walks of life, I’ve learned that one of the key elements to building wealth is developing a wealth-oriented frame of mind.
October 30, 2023
How to manage money as a student
Let’s face it—life as a student can be challenging. You have to pay for tuition and textbooks (and housing, food and more for those not living at home); combine that with not having a full-time income, and the need for extra money is real. If you don’t want to feel constantly strapped for cash, consider these tips to make some dough, keep spending in control, crush your savings goals and tackle student loan debt early.
October 27, 2023
Should you financially support adult kids?
Some parents will tell you firsthand there’s no expiration date on this raising kids gig. For some, that means they extend financial help to their kids into adulthood.
October 25, 2023
FidelityConnects: Regulatory Dos and Don’ts for Advisors
Don’t miss our conversation with Ellen Bessner, a leading defense lawyer for advisors and dealers in regulatory and litigation and best-selling author of Advisor at Risk and Communication Risk. Learn more about regulatory and compliance best practices and how to have more effective conversations with your clients.
October 24, 2023
What Is compound interest? how it works, benefits, and how to calculate
Compound interest is a powerful financial concept that plays a critical role in growing your wealth over time. Compounding refers to the interest that's calculated on top of the interest you've already earned in a savings account or investment. When you combine the benefits of compounding with time, the results can lead to exponential growth, with your investments accumulating faster as time goes on.
October 20, 2023
How do I teach my kid to save an allowance?
My toxic trait is thinking I need to buy a coffee every time I leave the house. It’s a meme I truly identify with. And apparently the double latte doesn’t fall far from the tree because it seems my 10-year-old, Matilda, has developed a beverage-focused impulse spending habit, too.
October 17, 2023
Money Gains: Making it count
Become an investing pro at any age.
October 03, 2023
Dollar-cost averaging: what it means, and will it help me through market volatility?
Dollar-cost averaging is a proven strategy that helps investors buy more shares of a company when they get cheaper, and fewer when they get more expensive, helping them ultimately purchase more stock at lower overall cost.
October 03, 2023
‘Ask a lot of questions’ before deciding what to do with your tax refund: experts
With tax season upon us, experts say it’s best to take a hard look at your finances before deciding what to do with your tax refund — and they emphasize there is no one-size-fits-all approach for everyone to take.
September 27, 2023
FidelityConnects: Expert insights – Canadian cybersecurity trends
Join us for an informative interview with Canadian cybersecurity expert Imran Ahmad as he shares some of the latest developments in the space and explains why advisors are well positioned to protect clients from these situations.
Imran Ahmad
Partner, Canadian Head of Technology, Co-Head of Information Governance, Privacy and Cybersecurity, Norton Rose Fulbright Canada
September 22, 2023
FidelityConnects: Crunching the numbers – U.S. financials
Join Lee Sotos for a look at how the U.S. financials sector is faring in reaction to interest rates and global investment trends.
Lee Sotos
Assistant Portfolio Manager, Senior Cross-Asset Financials Analyst
September 20, 2023
Are you raising money-smart, entrepreneurial children? These best practices can help
It is essential to break away from the taboo surrounding money talks and educate our children about financial literacy to ensure they are equipped with the skills they need to make informed and responsible money decisions in the future.
September 11, 2023
Personal finance for beginners: what you need to know to build wealth
People who struggle with financial literacy are nearly three times as likely to be constrained by debt; three times more likely to be financially fragile; and more than four times as likely to lack emergency savings sufficient to cover one month of living expenses, according to a 2023 TIAA Institute-GFLEC Personal Finance Index.
September 08, 2023
How to prepare for a recession: plan ahead to survive and thrive
If you've listened to the news during the past year, you've no doubt heard the constant talk of an economic downturn and possible recession. But what exactly is a recession, and if it's as serious as every news anchor, analyst, and pundit makes it sound, how can you prepare for a recession if it happens?
September 08, 2023
Where do we pay income tax if we retire abroad
Question: “We’re thinking about moving to Mexico full-time when we retire. Where would we pay income tax on our monthly Canadian pensions?” Answer is here.
September 01, 2023
How becoming common-law or getting hitched changes tax-filing season
As more Canadians enter common-law relationships, experts are encouraging young couples to educate themselves on the tax implications.
August 31, 2023
Budgeting 101: How it works and helps you to manage money
One of the building blocks of personal finance is budgeting. But the word budget can be confusing or feel restrictive. Adding to that, there are many ways to budget—but what it boils down to is creating a plan for your money and tracking where it goes. Ideally, a budget creates more freedom, not less.
Melanie Lockert
August 30, 2023
The five best things you can do to prepare for a recession
The idea of an economic recession can be scary. The more steps you take to prepare for a downturn, the more peace of mind you'll give yourself. Here's how to gear up for a worsening economy.
August 09, 2023
Why Gen Z investors should consider All-in-One ETFs
As part of Gen Z, you have at least one advantage over your parents when they were at this same stage of their lives: more access to a wider selection of wealth-building tools to help you reach your goals. The All-in-One exchange-traded fund (ETF) is a prime example.
August 01, 2023
How to create a personal budget
Here’s what you should know about why and how to create a personal budget, including tips for setting goals and making your plan work.
Ashley Donohoe
August 01, 2023
Five ways to deal with money envy
If you’ve ever scrolled through social media posts only to be gripped with envy when you see a friend posing in front of their beautiful house or enjoying themselves at a luxurious resort, then you understand how easy it is to want what other people have. Financial envy is real, and sometimes it can be ugly.
July 31, 2023
Four financial habits to get your finances in order, according to experts
Building lasting wealth and getting your finances in order doesn’t happen overnight. It takes time to create consistent, positive habits that snowball into long-term financial stability and wealth.
July 03, 2023
Start the elder care conversation
If you’re a caregiver, or you are concerned that you may become a caregiver in the future or that you may someday need care yourself, it’s critical that you broach the topic with your parents or your adult children.
June 19, 2023
Investing in the stock market: A beginner's guide
While it might seem intimidating—from the alphabet soup of terms like IRAs and 401(k)s to keeping track of the latest market movements—understanding the basics can boost your confidence and help you feel comfortable getting started.
June 16, 2023
Why the Canadian banking system is world class
If you want to keep your money safe, there are few better places to put it than in the Canadian financial system. While other countries have dealt with unexpected bank failures, Canadian banks continue to withstand those pressures.
June 16, 2023
How much do Canadians need to save per year for retirement?
It’s hard enough for people to wrap their heads around saving and investing for retirement in normal economic times, so it’s no surprise how overwhelmed so many feel about their financial futures today.
June 13, 2023
FidelityConnects: New SRO Update: Regulatory issues and upcoming rules for financial advisors
Join Karen McGuinness for a conversation about the Canadian Investment Regulatory Organization (CIRO), the approved name for the new Self-Regulatory Organization.
June 08, 2023
Millennial Money: Can therapy make you richer?
Therapy can help improve your mental health, your stress levels and maybe even your relationship with your mom. It may also help improve your financial situation — a benefit many may not be aware of.
May 19, 2023
Selling stocks at a loss in a TFSA: what it means for your contribution room
To answer your question directly, you do not get additional TFSA room if you have a capital loss. Likewise, you do not lose TFSA room if you have a capital gain. But keep reading; there’s more to know.
May 17, 2023
Can money buy happiness? Financial coaches weigh in
We've long heard the phrase, "money can't buy happiness." But does this wisdom hold up in real life?
Isaac Winter
May 17, 2023
Three ways to reduce your carbon footprint
We all want to live in a cleaner, more sustainable and economically stable world, but addressing climate change can feel like an impossible task.
May 17, 2023
What is considered day trading in a TFSA
What does the CRA consider day trading in a TFSA? The CRA has previously contended that securities transactions may not always be on account of capital and may be considered income if the taxpayer is deemed to be carrying on a business. According to the CRA, “some of the factors to be considered in ascertaining whether the taxpayer’s course of conduct indicates the carrying on of a business
Jason Heath, Cfp
May 15, 2023
Ninety one percent of women think men are better investors - here's why that couldn't be more wrong
Research consistently shows that women may not only be able to keep up with men in investing, but even achieve more than them. In fact, women saw 0.4% higher returns over a 10 year period, according to a 2021 analysis from Fidelity.
May 15, 2023
How a scarcity mindset can make or break women’s retirement
Far too many women fear losing their job, their income, and their savings. It's a logical fear, but there is a way to stop feeling powerless about money and shift out of the scarcity mindset.
May 12, 2023
Twelve women share the #1 money lesson they learned from their mom
This article will take you through 12 money lessons that successful women have learned from their mothers.
May 08, 2023
How much tax is deducted from a pay stub?
If you're an employee in Canada, your take-home pay is less than your gross earnings. That's because your employer must deduct several amounts before issuing your paycheque.
Tom Drake
May 03, 2023
Burnout is impacting women's finances more than ever - here's how to avoid it
Career and financial burnout among women is increasing. Here's what it means for a woman's financial trajectory, and how to help prevent it.
Emily Peterson
April 26, 2023
Emotional investing: How to make better decisions with your money
If you’ve struggled to remove emotions from your decision making, it’s OK. I have good news: That makes you human—and that’s a very good thing for your money.
Shaun Maslyk
April 25, 2023