Personal finance

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

COUPLE LIVING ROOM COUPLE LIVING ROOM
Year-end tax strategies and tips for Canadian investors

Fidelity Investments Canada tax and retirement experts Peter Bowen and Michelle Munro outline tax strategies investors may consider acting on before the new year. 

Quick links
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.

family with dog in a field family with dog in a field
Retirement 20/20

Fidelity retirement survey 2018

multicoloured piggy banks multicoloured piggy banks
Four reasons to consolidate accounts

Here are four things that may help simplify your financial life if you decide to consolidate your financial accounts into one place. 

2 hands - one holding a piggy bank and one holding a house 2 hands - one holding a piggy bank and one holding a house
7 good reasons you might not want to buy a house

Learn here why you should potentially reconsider buying a home.

stack of coins stack of coins
How currency impacts your investments

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

father and daughter discussing something on the computer father and daughter discussing something on the computer
Eight tips: Talking money with adult kids
Here’s how parents and young adults can benefit from being more frank about finances. 
older couple sitting on a staircase older couple sitting on a staircase
How to manage inflation
Explore why inflation warrants prudent risk management, and how it may be a concern for certain retirees.
stack of file folders stack of file folders
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.

Growth vs Value Investing header image, showing hand with paper and pen Growth vs Value Investing header image, showing hand with paper and pen
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.

young adults having a meeting at coffee shop young adults having a meeting at coffee shop
Secrets of young super savers

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

business woman walking outside while speaking on cell phone business woman walking outside while speaking on cell phone
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.

senior couples strolling senior couples strolling
Eldercare

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

two people at a computer two people at a computer
Five habits of successful investors

Planning, consistency and sound fundamentals can improve results.

piggy bank under a carpet piggy bank under a carpet
Planning for retirement income

Five key risks

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

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.

812753.1.0