Personal finance

Get resources to understand key concepts and work with your advisor to develop a plan.

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Retirement 20/20

Fidelity retirement survey 2018

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Market updates

Get information and expert opinions on a variety of current financial, investment and economic issues.

Product updates

View Fidelity’s range of mutual funds, lifecycle funds, wraps and pools, and tax-efficient services.

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7 good reasons you might not want to buy a house

Learn here why you should potentially reconsider buying a home.

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How currency impacts your investments

Currency fluctuations are an everyday part of life – and they can also affect your investments.

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Eight tips: Talking money with adult kids
Here’s how parents and young adults can benefit from being more frank about finances. 
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Retirement 20/20
Our annual survey focuses on how Canadians are approaching retirement.
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How to manage inflation
Explore why inflation warrants prudent risk management, and how it may be a concern for certain retirees.
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Update on private corporation tax proposals

November 2017 – Read an update on the tax measures proposed by the federal government to address the tax-planning strategies the government believes are unfair.

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Growth vs. value investing

September 2017 – Both types of funds seek to provide the best possible returns. The difference is in the approach they take, the way they pick stocks, and the types of markets for which they are best suited.

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Secrets of young super savers

Young super savers do things a little differently from other savers. Here are some of their secrets.

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Women and wealth

Many women today are balancing several priorities, which means that investing often gets lost in the shuffle. Here’s some inspiration to get your finances back on track.

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Eldercare

It’s critical to think, talk and plan for the decisions that may be around the corner for you and your family.

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Five habits of successful investors

Planning, consistency and sound fundamentals can improve results.

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