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Fidelity Investments Canada Family Office and Private Counsel Services


Access Fidelity’s global network of investment expertise to support your family office or private investment counsel business.

The Fidelity Investments organization has helped hundreds of family offices across the United States meet their objectives and optimize the value they bring to ultra-high net worth families. Let one of Canada’s leading asset management firms do the same for your family office or private investment counsel business.

We are dedicated to bringing customized asset management solutions to Single Family Offices, Multi-Family Offices, and Private Investment Counsel businesses.



Who we serve

 
 

Single Family Offices

Thought leadership on family-related and office-related issues for SFO executives and family members.

 

 
 

Multi-Family Offices

A variety of unique investment approaches and alternatives, tailored to support the diverse needs of your multi-family office.

 

 
 

Private Investment Counsel Business

An enviable range of investment strategies offered through investment funds, pooled funds1 and separate accounts2.

 


 

A true consultative partner

Our approach is to partner with you and leverage the experience of Fidelity’s global network of investment professionals servicing family offices and private investment counsel businesses. Our consultative approach connects family offices and their portfolio managers with valuable research, best practices, and each other.

Our affiliate, Fidelity Clearing Canada (FCC), is also an option for you if you require clearing and custody services.
 

 

How can we support your family office or private investment counsel business?


Dedicated Research

We believe better research drives long-term performance. Building on fundamental, bottom-up research, we seek to create the competitive advantage and intelligent insight needed to deliver positive long-term outcomes for our clients. Through family office webcasts and thought leadership papers, you can benefit from:

  • Macro and technical research
  • Asset allocation perspectives and strategies
  • Sector research on quantitative market strategy
  • Advanced portfolio analysis 



Insights and Connections

Providing leading asset management since 1946, the Fidelity Investments organization has built a global network with access to a variety of products, tools and insights that we can bring to your family office. Through thought leadership materials, you can access:

  • Competitive insights into family office investment behaviours and best practices
  • A wide range of family office related issues
  • Research from experts on investment strategy, asset allocation and capital markets
  • Guidance on portfolio management trends and best practices

Clearing and Custody Services is available through our affiliate, Fidelity Clearing Canada

FCC’s depth of expertise across a broad range of asset classes allows it to develop client-driven and customized strategies.

  • Comprehensive custody platforms, exceptional brokerage services, trading capabilities and consultative services
  • Expert offerings in clearing, settlement, trading, banking and treasury, compliance and risk
  • Dedicated support through strategic account management and personalized service
  • Effortless organization of your business through FCC’s advanced digital automation technology
  • Access to a wide range of global trading solutions and asset classes to support the diverse needs of every family and investment counsel

Please visit Fidelity Clearing Canada to learn more about the services they offer.


Family offices are evolving.

We can help you navigate these changes with confidence.

 
 

Adaptability
Helpful tools to seek to ensure your office is equipped to handle changes and remain on track toward meeting investment goals

 

Talent
Insights and best practices on recruiting and retaining talent for your office 
 

 
 

Risks
Identify possible future risks and develop mitigation strategies
 

 

Technology
Thought leadership on sourcing vendors that will best support your office
 



Much like you, we hold ourselves to the highest standards, and pride ourselves on helping family offices and private investment counsel businesses achieve their investment goals. We look forward to providing you with a solid foundation for a relationship we can grow and nurture together.

      - Alex Gabrini, VP Family Office and Private Counsel
 


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Product offerings

Your client’s investment portfolios reflect their individual and diverse needs. Fidelity offers a wide range of product offerings and solutions to compliment a variety of portfolios.

The Fidelity Factor®  

 

A wide range of outcome-oriented equity factor ETFs. Active in design, passive in execution.

Fixed Income ETFs

 

A suite of systematic and actively managed  Fixed Income ETFs; including short duration and multi-sector.

Sustainability

 

Sustainability solutions, including Fidelity Sustainable World ETF, a proprietary quantitative multi-factor ETF strategy, and Climate Leadership Solutions.

Liquid Alts

 

Liquid alternatives including Market Neutral and Long/Short funds.

Specialized Strategies

 

A suite of specialized strategies in specific asset classes, offered through investment funds, pooled funds1 and separate accounts2

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