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Explore the wide spectrum of available Fidelity mutual funds across different regions, sectors and asset classes.
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Browse our selection of sustainable investment mutual funds and ETFs available to Canadian investors.
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When we win, so do you.
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Support your family office or private counsel business with access to Fidelity's global network.
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.
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.
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.
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:
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:
FCC’s depth of expertise across a broad range of asset classes allows it to develop client-driven and customized strategies.
Please visit Fidelity Clearing Canada to learn more about the services they offer.
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
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.
