FidelityConnects

40 Episodes
Subscribe

By: Fidelity Canada

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.

✂️ Clip this podcast
FOCUS2026 | The long and short of fixed income – Peter Khan, Olivier Simon-Vermot
#1820
Yesterday at 4:00 PM

Peter Khan and Olivier Simon-Vermot identify opportunities across fixed-income markets and consider the role of long/short strategies as conditions change.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth ye...


The ETF Roundup with Étienne Joncas-Bouchard – October 2026
#1823
Yesterday at 11:00 AM

Join Étienne Joncas-Bouchard, Fidelity Director of ETF and Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-In-One ETFs and ETF product lineup.   Recorded on October 14, 2026.  

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

F...


FOCUS2026 | Value in focus: Opportunities in volatile markets – Dan Dupont
#1819
Last Monday at 4:00 PM

Dan Dupont discusses where he’s finding attractive valuations and opportunities amid market volatility.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Inve...


Advisor advantage: Leveraging AI effectively (Part 1) – Jonathan Milne
#1821
Last Monday at 11:00 AM

Artificial intelligence (AI) is no longer a future concept. It's a tool advisors can use today to work smarter, save time and better support clients.

Join Jonathan Milne, VP of AI Services at Demand Spring, for the first installment of a four-part series exploring how advisors can put AI to work in their practice. Jonathan will go beyond the basics of AI prompts, sharing practical ways advisors can integrate AI into their daily workflows. Learn which tools are gaining traction, how to enhance what you already know or build on your existing skill set, and where AI...


FOCUS2026 | Q4 asset allocation playbook – David Wolf, David Tulk, Ilan Kolet
#1818
Last Sunday at 4:00 PM

David Wolf, David Tulk and Ilan Kolet outline the key themes shaping markets and offer asset allocation insights for the quarter ahead.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fi...


FOCUS2026 | Emerging markets opportunities: A new perspective – John Dance
#1817
Last Saturday at 4:00 PM

John Dance assesses evolving opportunities across emerging markets and the factors shaping their long-term growth potential.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by...


Advanced estate planning: Tax strategies to maximize your legacy (part 3) – Michelle Munro and Jacqueline Power
#1816
Last Saturday at 11:00 AM

Estate planning doesn't end with wills and estate structures. For many clients, the biggest determinant of what beneficiaries ultimately receive is how effectively taxes are managed.

Join Michelle Munro and Jacqueline Power for the third and final installment of FidelityConnects' Estate Planning Series as they explore the advanced planning strategies that can help preserve wealth and maximize a client's legacy.

This session examines the tax implications that arise at death and how proactive planning can significantly influence outcomes for families, business owners and future generations.

Recorded on September 25, 2026.  

At Fidelity, our mission is t...


FOCUS2026 | Decades of growth, lasting principles – Will Danoff, Nidhi Gupta, Matt Drukker and Michael Hickey
#1814
Last Friday at 4:00 PM

Will Danoff, Nidhi Gupta and Matt Drukker are joined by Michael Hickey to discuss the enduring principles that have guided portfolio performance across changing markets.

Recorded on October 6, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

...


Structuring your estate: Key decisions and common pitfalls (part 2) – Michelle Munro and Jacqueline Power
#1815
Last Friday at 11:00 AM

Having an estate plan is one thing. Ensuring it works as intended is another.

Join Michelle Munro and Jacqueline Power for the second installment of FidelityConnects' three-part Estate Planning Series, where we'll move from estate planning fundamentals to the practical decisions that can have a significant impact on outcomes for clients and their families.

Whether dealing with family cottages, joint ownership arrangements, digital assets or unequal inheritances, advisors will gain practical insights to help clients make more informed estate planning decisions.

Recorded on September 18, 2026.  

At Fidelity, our mission is to build a better f...


Consumer Discretionary: Signals beneath the spending – David Cochrane
#1813
Last Thursday at 7:06 PM

Consumer spending remains a key driver of economic growth, but where are the strongest opportunities emerging? Join David Cochrane as he examines the latest trends in travel, leisure and consumer behaviour, and discusses what shifting demand patterns may reveal about the outlook for the Consumer Discretionary sector.   Recorded on October 2, 2026.  

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working wi...


FOCUS2026 | Finding opportunities in alternative equity – David Way
#1812
Last Thursday at 4:00 PM

David Way explains how alternative equity strategies can provide differentiated sources of return and diversification.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fi...


FOCUS2026 | A high-conviction approach to U.S. equities – Stephen DuFour
#1811
10/14/2026

Stephen DuFour explains how he identifies high-conviction opportunities while navigating a changing U.S. equity landscape.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by...


The road to the U.S. midterm elections: Why Canada should pay attention – Valérie Beaudoin
#1810
10/14/2026

Join Valérie Beaudoin, one of Canada's most respected commentators on U.S. politics, for a discussion on the potential policy outcomes in Washington, the implications for Canada-U.S. relations, trade, economic growth and investors on both sides of the border.

Recorded on September 30, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a f...


FOCUS2026 | Going global with long/short – Nic Bellemare, Max Adelson
#1809
10/08/2026

Nic Bellemare and Max Adelson examine opportunities across global markets and show how a long/short approach can help identify investments in a range of market environments.

Recorded on October 5, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more in...


Introducing Fidelity Global Quant Equity ETF & Fund – Anna Lester and Bryan Anderson
#1808
10/07/2026

Looking for a core global equity allocation that offers more than market-cap-weighted index exposure?

Join Anna Lester, Portfolio Manager, and Bryan Anderson, Investment Director, as they introduce Fidelity Global Quant Equity ETF & Fund, an actively managed global equity solution designed to serve as a core portfolio holding. Learn how Fidelity's multi-factor quantitative approach seeks to identify opportunities across global markets, offering the potential to enhance returns beyond traditional index investing while maintaining broad diversification and disciplined risk management.

Recorded on October 1, 2026.

At Fidelity, our mission is to build a better future for Canadian...


Estate Planning essentials: Why it matters and where to start (part 1) – Michelle Munro and Jacqueline Power
#1807
10/05/2026

Estate planning is about more than drafting a will. It's about ensuring wealth is transferred according to a client's wishes, minimizing potential complications and protecting the people and causes that matter most.

Join Michelle Munro and Jacqueline Power for the first installment of FidelityConnects' three-part Estate Planning Series. In this podcast, they'll explore the fundamentals of estate planning, including the key components of an estate plan, the role of wills and trusts, wealth transfer considerations and common mistakes that can create unintended consequences.

Recorded on August 18, 2026.

At Fidelity, our mission is to build...


Canada’s market frontier with Hugo Lavallée
#1806
10/04/2026

Hugo Lavallée, Portfolio Manager, breaks down the latest market movements and reveals where his contrarian lens is spotting unexpected opportunities in Canadian equities — offering you and your clients an edge in today’s environment.

Recorded on September 1, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online broke...


Jurrien Timmer's global macro view – September 28, 2026
#1805
10/03/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on September 28, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howto...


Driving alpha through dividends – Ramona Persaud
#1804
10/02/2026

Join Ramona Persaud, Portfolio Manager, for a conversation on today’s markets and where she’s finding high-quality investment opportunities, as well as an update on Fidelity U.S. Dividend Fund.

Recorded on September 29, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/ho...


VISION2026 | An All-in-One approach to portfolio construction – Étienne Joncas Bouchard
#1801
10/01/2026

Étienne Joncas Bouchard discusses how an All-in-One approach can help simplify portfolio construction while providing diversified exposure.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, Fid...


VISION2026 | Alpha in focus: Global long/short opportunities – Nic Bellemare
#1800
09/30/2026

Nic Bellemare explores opportunities across global markets, sharing how a long/short approach can help uncover potential sources of alpha.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in...


Market and product trends: The signals shaping portfolios – Andrew Clee
#1803
09/30/2026

From mutual funds and ETFs to alternative strategies and digital assets, join Andrew Clee, Vice President, Product, as he breaks down the latest trends in the investment industry and how Fidelity’s product lineup is evolving to meet investor needs. Gain practical insights to help you navigate the growing ETF landscape and strengthen your conversations with clients.

Recorded on September 8, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach th...


VISION2026 | Capturing value now – Dan Dupont
#1799
09/29/2026

Dan Dupont discusses where he is finding attractive valuations today and the disciplined approach he uses to uncover overlooked opportunities.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in...


Denise Chisholm's sector and factor perspectives – September 3, 2026
#1802
09/29/2026

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.

Recorded on September 3, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth...


VISION2026 | Where growth is headed next: The impact of innovation – Evan Zehnal
#1798
09/28/2026

Evan Zehnal looks beyond today’s headlines to uncover how innovation is reshaping industries and creating tomorrow’s growth opportunities.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a r...


VISION2026 | Positioning for what’s next: Asset allocation outlook – David Wolf, David Tulk, Ilan Kolet
#1797
09/27/2026

David Wolf, David Tulk and Ilan Kolet explore the forces shaping markets and discuss allocation ideas designed to help investors navigate an evolving investment landscape

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

...


VISION2026 | Big picture views: What’s driving markets now – Jurrien Timmer
#1795
09/25/2026

Jurrien Timmer connects the dots across economics, policy, and market trends, offering a broader perspective on the forces shaping investment decisions today.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fi...


VISION2026 | A quantitative approach to fixed income – Leo Landes
#1794
09/24/2026

Leo Landes shares how data-driven insights can help identify opportunities and navigate changing conditions in fixed income markets.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a ro...


Jurrien Timmer's global macro view – September 21, 2026
#1796
09/24/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on September 21, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howto...


VISION2026 | Quality at work: Finding strength across global markets – Patrice Quirion
#1793
09/23/2026

Patrice Quirion brings a global perspective to equity investing, highlighting where he is finding quality companies and the opportunities they may present for investors.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Fo...


The ETF Roundup with Étienne Joncas-Bouchard – September 2026
#1792
09/22/2026

Join Étienne Joncas-Bouchard, Fidelity Director of ETF & Alternatives Strategy, for a discussion on the current ETF landscape, including an update on Fidelity’s All-In-One ETFs and ETF product lineup.

Recorded on September 16, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for...


VISION2026 | Uncovering winners across Canada and the U.S. – Darren Lekkerkerker
#1791
09/18/2026

Darren Lekkerkerker shares his perspective on identifying compelling businesses on both sides of the border and the characteristics that set long-term winners apart.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a...


VISION2026 | Income that adapts: Unlocking yield in changing markets – Adam Kramer, Scott Mensi
#1790
09/17/2026

Adam Kramer and Scott Mensi examine opportunities across income-generating assets as conditions shift.

Recorded on September 10, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fifth year in a row, FidelityConnects by Fidelity Investments Ca...


Inside Fidelity Managed Portfolios: Global allocation in action – David Wolf
#1789
09/17/2026

Join David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team, for an update on market dynamics and portfolio positioning. David will share insights into Fidelity Managed Portfolios, including recent over- and underweight exposures, and discuss how key macroeconomic themes are shaping the team’s outlook for the remainder of the year.

Recorded on September 15, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goal...


Jurrien Timmer's global macro view – September 14, 2026
#1788
09/16/2026

Join Jurrien Timmer, Fidelity’s Director of Global Macro, to better understand what’s moving the markets around the world and to be better prepared for what may be next.

Recorded on September 14, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howto...


Oil and opportunity: Canada’s resource story – Joe Overdevest
#1787
09/14/2026

Global natural resources continue to drive the economic conversation, and Canada stands as a key player in shaping the future of energy and commodities. Join Joe Overdevest for a look at how Canada’s resource sector is shaping global markets and what it means for investors today.

Recorded on September 2, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs ar...


Capital markets playbook – Andrei Bruno
#1786
09/09/2026

Kick off the trading week with Andrei Bruno, Director of ETFs, for a comprehensive discussion on the latest in capital markets, including an update on Fidelity’s All-in-One ETFs and the factors at play in today’s market cycle.

Recorded on August 31, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or t...


Diversify with Alternative Real Estate – Don Newman
#1785
09/08/2026

Join Don Newman, Fidelity Alternative Real Estate Trust Portfolio Manager, as he explores the dynamics of private and public real estate investing. From portfolio strategy to an update on the current market landscape, gain grounded insights into market factors that matter now.

Recorded on August 20, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with...


Canada's advantage: Defining our place on the global stage – Richard Fadden
#1784
09/03/2026

Join us for a timely conversation with Richard Fadden, former National Security Advisor to Canadian Prime Ministers, as he explores Canada's opportunities in an increasingly complex global landscape. Drawing on his deep expertise in national security, international relations and public policy, Richard will discuss Canada's evolving role on the world stage, the opportunities created by shifting trade dynamics and the country's strategic advantages in a changing geopolitical environment. The discussion will also examine Canada's political relationships, global partnerships and what these developments could mean for the Canadian economy and investors.

Recorded on August 27, 2026.

At Fidelity...


Q2 earnings: The consumer picture – Chase Bethel
#1783
09/02/2026

Join Chase Bethel, Fidelity Equity Research Analyst, as he unpacks the latest second-quarter earnings results from consumer staples companies across Canada and North America. He'll discuss what earnings season is revealing about consumer behaviour, the trends shaping company performance and the opportunities and challenges facing the sector today.

Recorded on August 21, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and...