FidelityConnects

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 ca...

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 li...

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. F...

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 cl...

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...

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, joi...

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 fu...

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. Fidelit...

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. Fid...

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 off...

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...

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 id...

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 p...

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 institutio...

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 h...

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 in...

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...

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...

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. A...

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 financ...

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 fina...

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...

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...

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 re...

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 li...