Make up to 2.3x MORE*

Working with a financial advisor over time can create up to 2.3x more wealth.*

This chart shows the amount of wealth that can be created by working with a financial advisor, with 1.8x at 4 to 6 years, 2.1x at 7 to 14 years and 2.3x at 15 plus years.




*Source: More on the Value of Financial Advisors, by Claude Montmarquette and Alexandre Prud’Homme, CIRANO, 2020. The average household with a financial advisor for 15 years or more had asset values 2.3x higher than an average “comparable” household without a financial advisor.


Read the video transcript pdf



Advice from an advisor adds value.
  • Personalized investment strategy for the long term.
  • Guidance on major financial decisions.
  • Encourage good financial habits.
  • Find tax-efficient solutions.
  • Support to stay on track in times of volatility.

Creating up to 2.3x more wealth starts here.*

Get the Working with a financial advisor toolkit.


Ask an advisor for Fidelity.

Fidelity Global Innovators® Class

November 1, 2017 to June 30, 2021
(Series F, net of fees)

Growth of $10,000

This chart shows Fidelity Global Innovators Class performance from November 1, 2017 to June 30, 2021 (Series F, net of fees). The ending value is $27,054.88. The Series F performance as at June 30, 2021 shows 45.2% at 1 year, 31.9% at 3 years and 31.2% since inception.

Fidelity Global Innovators® Class

November 1, 2017 to June 30, 2021
(Series B, net of fees)

Growth of $10,000

This chart shows Fidelity Global Innovators Class performance from November 1, 2017 to June 30, 2021 (Series B, net of fees). The ending value is $25,954.10. The Series B performance as at June 30, 2021 shows 43.6% at 1 year, 30.4% at 3 years and 29.7% since inception.


*Series inception date is November 1, 2017.
Source: Fidelity Investments Canada ULC. Performance greater than one year has been annualized. Performance shows annual compounded returns as at June 30, 2021 (Series F and B), net of fees, in Canadian dollars. If you buy other series of Fidelity Funds, the performance will vary, largely due to different fees and expenses. Investors who buy Series F will also pay their dealer an account fee for financial advice services in addition to the Series F management fees and expenses charged by Fidelity.


Fidelity Canadian Growth Company Fund

October 10, 2000 to June 30, 2021
(Series F, net of fees)

Growth of $10,000

This chart shows Fidelity Canadian Growth Company Fund performance from October 10, 2000 to June 30, 2021 (Series F, net of fees). The ending value is $85,787.74. The Series F performance as at June 30, 2021 shows 30.3% at 1 year, 16.3% at 3 years, 17.7% at 5 years and 17.2% at 10 years.

Fidelity Canadian Growth Company Fund

July 12, 1994 to June 30, 2021
(Series B, net of fees)

Growth of $10,000

This chart shows Fidelity Canadian Growth Company Fund performance from July 12, 1994 to June 30, 2021 (Series B, net of fees). The ending value is $215,799.12. The Series B performance as at June 30, 2021 shows 28.8% at 1 year, 14.9% at 3 years, 16.4% at 5 years and 15.9% at 10 years.


Source: Fidelity Investments Canada ULC. Performance greater than one year has been annualized. Performance shows annual compounded returns as at June 30, 2021 (Series F and B), net of fees, in Canadian dollars. Series inception date is October 10, 2000 (Series F) and July 12, 1994 (Series B).
If you buy other series of Fidelity Funds, the performance will vary, largely due to different fees and expenses. Investors who buy Series F will also pay their dealer an account fee for financial advice services in addition to the Series F management fees and expenses charged by Fidelity.


Fidelity Insights Class

January 26, 2017 to June 30, 2021
(Series F, net of fees)

Growth of $10,000

This chart shows Fidelity Insights Class performance from January 26, 2017 to June 30, 2021 (Series F, net of fees). The ending value is $21,905.69. The Series F performance as at June 30, 2021 shows 22.2% at 1 year, 16.3% at 3 years and 19.4% since inception.

Fidelity Insights Class

January 26, 2017 to June 30, 2021
(Series B, net of fees)

Growth of $10,000

This chart shows Fidelity Insights Class performance from January 26, 2017 to June 30, 2021 (Series B, net of fees). The ending value is $20,839.63. The Series B performance as at June 30, 2021 shows 20.8% at 1 year, 15.0% at 3 years and 18.0% since inception.


*Series inception date is January 26, 2017.
Source: Fidelity Investments Canada ULC. Performance greater than one year has been annualized. Performance shows annual compounded returns as at June 30, 2021 (Series F and B), net of fees, in Canadian dollars. If you buy other series of Fidelity Funds, the performance will vary, largely due to different fees and expenses. Investors who buy Series F will also pay their dealer an account fee for financial advice services in addition to the Series F management fees and expenses charged by Fidelity.


Fidelity Global Growth Portfolio

April 18, 2007 to June 30, 2021
(Series F, net of fees)

Growth of $10,000

This chart shows Fidelity Global Growth Portfolio performance from April 18, 2007 to June 30, 2021 (Series F, net of fees). The ending value is $28,364.61. The Series F performance as at June 30, 2021 shows 22.4% at 1 year, 11.3% at 3 years, 11.6% at 5 years and 11.2% at 10 years.

Fidelity Global Growth Portfolio

April 18, 2007 to June 30, 2021
(Series B, net of fees)

Growth of $10,000

This chart shows Fidelity Global Growth Portfolio performance from April 18, 2007 to June 30, 2021 (Series B, net of fees). The ending value is $24,303. The Series B performance as at June 30, 2021 shows 21.0% at 1 year, 10.1% at 3 years, 10.3% at 5 years and 10.0% at 10 years.


*Series inception date is April 18, 2007.
Source: Fidelity Investments Canada ULC. Performance greater than one year has been annualized. Performance shows annual compounded returns as at June 30, 2021 (Series F and B), net of fees, in Canadian dollars. If you buy other series of Fidelity Funds, the performance will vary, largely due to different fees and expenses. Investors who buy Series F will also pay their dealer an account fee for financial advice services in addition to the Series F management fees and expenses charged by Fidelity.


Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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