The Upside

The Upside: Ticker Talk is back with a very special guest: Valerie Grimba, Director Institutional ETF Sales & Strategy at RBC Capital Markets! Tune in for her conversation with Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy, all about how the ETF industry has changed throughout her career, Niche ETFs and their place in the Canadian market, and the most common questions her te...

Join us for a mid-year market update with Andrew Marchese, Chief Investment Officer. Andrew shares his latest perspective on the forces shaping markets, how portfolios are positioned and what investors should be watching in the months ahead. Recorded on June 18, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and instit...

What’s driving markets in the UK and Europe right now—and what could it mean for investors? Host Nicole Correale sits down with Tom Stevenson, Investment Director, for his latest views from London. Tune in for his thoughts on what Prime Minister Keir Starmer’s resignation could signal for the UK, a look at Brexit 10 years on, and what it all means for markets as we head into Q3. Recorded on June 2...

June’s market story has been unfolding and Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio. Recorded on June 11, 2026 At Fidelity, our mission is to bu...

Join host Emily Anonuevo for Upside+ Rapid Recap, a fast, focused breakdown of the latest Upside episodes. From retirement planning and AI to ETF basics and all-in-one solutions, we’ll pull out the key ideas and what they could mean for you. Recorded on June 04, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and instit...

In a world full of investment choices, alternative investments bring something different to the table. Join host Lauren Gardy, Fidelity’s Strategic Partnerships VP, and special guests Rory Poole, Director, Alternatives, and Brendan Sims, Alternative Strategist, as they reflect on key developments from Q1 and look ahead to what may shape the rest of Q2.  From liquid and less liquid strategies to di...

As retirement continues to evolve, having a clear view of what lies ahead has never been more important. Join Michelle Munro, Director of Tax and Retirement Research, as she breaks down the key findings from Fidelity Canada’s newly released 2026 Retirement Report, the latest in a series we’ve delivered for over two decades. From shifting savings habits to changing expectations in retirement, disco...

What makes some companies stand the test of time – and continue to grow through changing markets? Who’s behind the wheel, and how much does leadership really matter? Join Fidelity Portfolio Manager Thomas Williams as he explores the thinking behind Fidelity Founders Class and why founder led businesses can play an important role in long term investing. Tom joins host Kyle Cheropita. Recorded on Ap...

Catch up on the key moments and big stories from May, including which trending investing topics should be on your radar this year. Host Kyle Cheropita counts down the top FidelityConnects moments from May – featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-earned sav...

Fidelity Director of Quantitative Market Strategy, Denise Chisholm, joins host Nicole Correale on The Upside for a live conversation driven by your questions. From confusing market moments to those late‑night “wait, what?” thoughts, Denise tackles the topics you’re most curious about, straight from the audience! Recorded on May 14, 2026. At Fidelity, our mission is to build a better future for Can...

Introduced in 2023, the First Home Savings Account (FHSA) is a newer savings option designed to help Canadians plan for a first home. Join us on The Upside for a conversation focused on how it can help you build toward homeownership more efficiently. We’ll walk through how the FHSA works, how it compares to other savings options and where it may fit into a first home plan. Recorded on May 19, 2026...

Join Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy, on the latest episode of The Upside: Ticker Talk filmed on location from our latest FOCUS event. Tune in to hear market updates and insights from a flurry of incredible guests including Mark Verrilli, ETF Strategist, Dan Dupont, Portfolio Manager, Hugo Lavallée, Portfolio Manager and Ilan Kolet, Institutional Portfolio Manager....

Life after retirement: what does it really look like today? What’s shaping the modern retiree experience? And how can Canadians not just survive but truly thrive in retirement?  In this session, we share five ways Canadians can make the most of their retirement chapter, including how to adapt their lifestyle, finances and expectations in today’s market environment.  Recorded on April 13, 2026. At...

Catch up on the key moments and big stories from April, including which trending investing topics should be on your radar this year.  Host Kyle Cheropita counts down the top FidelityConnects moments from April – featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-earne...

Join Investment Analyst Marianne Lando as she takes you inside the Fidelity Canadian Large Cap Fund, managed by Portfolio Manager Dan Dupont, who’s celebrating 15 years with Fidelity. The Fidelity Canadian Large Cap Fund invests in well-known, established companies, with a focus on finding good businesses that may be undervalued. The approach is designed to hold up across different market conditio...

Wondering what the April 29 Bank of Canada (BoC) interest rate announcement means for your wallet? Join Fidelity Institutional Portfolio Manager Ilan Kolet on as he breaks down the latest move from the BoC and what it could signal for markets in 2026.  Recorded on April 30, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investor...

Join Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy on the latest episode of The Upside: Ticker Talk for an “Answering the Internet” special featuring questions from the  r/JustBuyFEQT community. r/JustBuyFEQT moderators Anthony and Régis Holstein will moderate a discussion with Étienne all about how FEQT differentiates itself from its competitors, how tax-efficient FEQT is for C...

Planning for retirement? Higher income from investments — often referred to as higher yield — is creating new opportunities for investors looking to build stability and cash flow. In this conversation, Institutional Portfolio Manager Christine Thorpe breaks down ways investors can make the most of higher yields and adapt their approach in today's changing markets. Recorded on April 15, 2026. At Fi...

As sustainable investing becomes more common, investors may be looking for clarity on how it fits into portfolios. Join Julianna Martino, Manager, Corporate Sustainability, as she explores how sustainable investing is changing, what trends are shaping the space, and how investors are thinking about sustainability alongside long-term financial goals.  Recorded on April 8, 2026. At Fidelity, our mis...

April’s market story has been unfolding — and Fidelity’s Director of Quantitative Market Strategy Denise Chisholm joins The Upside to reveal the sector trends, historical patterns and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention — and why it could matter for your portfolio. Recorded on April 10, 2026. At Fidelity, our mission is...

Knowing your investments is important — but so is knowing you. That’s where Know Your Client (or KYC) comes in. KYC is a foundational part of your relationship with a financial advisor. It helps ensure the investments you hold align with your goals, time horizon, comfort with risk and overall financial situation. Take a listen to this episode with Andrea Rigobon, Director, Procurement and Senior L...

Dividend investing has long been a cornerstone for investors seeking income and resilience – but how does it stack up in today’s evolving market?  Join Don Newman, Portfolio Manager as he shares how he’s navigating shifting market conditions, what he’s seeing across dividend-paying companies today, and how dividends can play a role in building more resilient portfolios – whether markets are calm o...

Catch up on the key moments and big stories from March, including which trending investing topics should be on your radar this year.  Host Kyle Cheropita counts down the top five FidelityConnects moments from March – featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-...

Join John Bradley, Director of Emerging Technologies, for a practical focused conversation on the emerging technologies shaping both our daily lives, and how businesses operate today.   John speaks with host Kyle Cheropita on his day-to-day work and close view of the industry from attending conferences to gain boots-on-the-ground knowledge. He will share real-world use cases, where innovation is g...

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Frederic Viger, Managing Director, Co-Head of Institutional Sales at National Bank, on the latest episode of The Upside: Ticker Talk to learn more about the evolving role of market makers in the Canadian ETF industry, the catalysts that have contributed to the industry’s success, the themes that Frederic is kee...