About the Exhibitors

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.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with $239 billion in assets under management (as of April 11, 2024) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through our expansive lineup of exchange-traded funds. Fidelity has a longstanding history in quantitative investing, and we formally launched our first ETF in 2018. Ever since, our ETF lineup has been growing, adding fixed income, high income, sustainable, All-in-One and digital asset products to give investors a wide array of expertly designed investment vehicles to build their wealth. 

Fidelity Funds and ETFs are available through online brokerage accounts as well as a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

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Exhibitor Schedule
Tuesday, November 28, 2023, 12:25 pm - 12:55 pm EST
Fidelity All-in-One Portfolios: A Strategic Core Holding
Vince Kraljevic |Fidelity Investments Canada

Vince Kraljevic, an ETF Strategist at Fidelity Investments Canada discusses various investment factors and the implications of higher interest rates. In a world of constant uncertainty, diversification remains of utmost importance. Vince outlines how to build an all-weather/All-in-One ETF portfolio to help mitigate volatility, capture strategic alpha over time as well, and offer competitive pricing.

Wednesday, November 29, 2023, 10:05 am - 10:35 am EST
Fixed Income Opportunities
Raghav Mehta |Fidelity Canada

Raghav Mehta, ETF Strategist at Fidelity Investments Canada discusses the upcoming opportunities in fixed income. With global central banks embarking on simultaneous rate hike cycles, bond investors faced a challenging and volatile environment. With two consecutive years of negative returns for major bond indices and yields near decade highs, there are now various sectors of the bond market that investors should consider when building a well-diversified portfolio.

 

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