FidelityConnects

Global markets and value investing – Naveed Rahman

As the financial and banking sector continues to be under pressure, we speak to Institutional Portfolio Manager Naveed Rahman about what this all means for the global markets, central banks and furthermore the benefits of value investing in this type of market environment. Rahman says the Fed’s current path is a complicated one in that it is dealing with very sensitive and fragile financial conditions, especially in the last several weeks. That being said, Rahman says the underlying components of inflation are pretty robust and well above the Fed’s target of 2 per cent. So for Rahman and his team, they think inflation will gradually grind lower but will remain higher historically. Rahman addresses investors' concerns about the latest events in the markets being similar to the financial banking crisis of 2008/2009. He says although central banks are facing similar issues since that time, banks are better equipped today. Plus they are not making the same credit mistakes and bad loans that they did in 2008. Rahman says the team’s analysis suggests it’s not going to be a repeat of that time. Rahman also speaks to host Bryan Borzkykowski about how investors might position themselves in Fidelity’s Global Intrinsic Value Class during these uncertain times. Rahman says the fund focuses on two main pillars - investing in high quality companies that are consistently profitable and investing in companies that will generate their own cash in a market environment where credit markets seize up. He says the fund tries to find that perfect intersection of high-quality companies with the benefit of a lower beta profile.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Post-pandemic retirement trends – David Cravit

A new survey from BMO finds that Canadians believe they now need a whopping $1.7 million dollars in savings to retire. This figure is up 20% from their 2020 survey, and it comes as Canadian inflation continues to run hot. With a figure that high, is the concept of retirement as we know it archaic? And how are current retirees spending their retirement in today’s high-inflation environment?

David Cravit is today’s guest, joining Bryan Borzkywoski to discuss the post-pandemic trends impacting retirees. David is the Chief Membership Officer and Chief Marketing Officer of the Canadian Association of Retired Persons, and we’ll hear today how retirement planning for boomers has become complicated. According to David, the classic definition of retirement is over. Retirees today are living longer and wanting more out of their retirement, leading to greater cash flow needs. We have CPP, but who is going to pay for the growing demand in the future? David asks what if boomers have 30 more years to live at 65, and notes on average they are not saving enough. Among other topics discussed today, David also thinks that the boomers are going to end the healthcare debate and private health insurance is going to become a major player soon.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

What does the Fed’s new move mean for you? – David Tulk

David Tulk and the Global Asset Allocation team manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. David speaks to host Pamela Ritchie about the Federal Reserve’s latest rate hike decision on the heels of a major bank takeover in Switzerland that rocked the markets this past week. David explains how the Fed’s recent rate hike of 25 basis points was tailored for the economy and that Fed Chair’s Jerome Powell’s move was all in an effort to prevent the markets from becoming unhinged. David explains at this time the GAA team is taking a defensive approach to their portfolios which means being underweight the Canadian dollar and more preference towards the US dollar.

Recorded on March 23, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Capital markets and the March 2023 FOMC update – Andrei Bruno

We’re joined today by Andrei Bruno, Director of ETF Capital Markets for a look at how the outcome of the recent Federal Open Market Committee meeting could affect the capital markets environment for ETF investors. Andrei speaks with host Pamela Ritchie today, and explains that lately more ETF flows have been going into fixed income relative to equities. And that investors are taking note of uncertainty and are allocating capital accordingly into fixed income. Andrei notes that investment grades and treasuries have done well, leading the pack in terms of sub sectors within the fixed income market. He also shares that defensive names are likely to be in favour this year, especially with the increased uncertainty around the banking sector. The banking sector is also discussed today by Andrei and Pamela, reflecting on the Silicon Valley Bank situation and other news.

Recorded on March 22, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

March 2023 state of the markets – Andrew Clee

In a recent historic deal, Switzerland’s largest bank acquired rival bank Credit Suisse. This follows on the heels of the recent collapse of U.S. lenders Silicon Valley Bank and Signature Bank. Fidelity Vice President of Product Andrew Clee breaks down what this historic deal in Switzerland means for central banks around the world and what it could mean for investors. Andrew says although the market is still digesting the news in some respect, at the same time, markets have reacted. Never before has a transaction like this benefited equity holders above debtholders. In response, the 2-year treasury yield curve shifted by 8 standard deviations, an unprecedented move never seen before. Along with rallies in the 10 year, bonds are now moving the opposite direction of stocks, which is good for the 60/40. Clee also highlights now more than ever in this type of market environment, financial advice has never been more crucial. Investors should stay defensive and diversification is critical. 

Recorded on March 20, 2023. 

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Consumer spending trends to watch in 2023 – Aneta Wynimko

Between buying clothes via TikTok, Instagram and other apps, or flying to Europe to purchase a luxury handbag, the way consumers shop has greatly evolved. It’s not just how consumers purchase their products, but what they are purchasing and why that can offer insight into the state of the global economy. In today’s market environment, how are consumers spending their time and their money? And are higher interest rates impacting the consumer how we might think they are? Aneta Wynimko, portfolio manager of Fidelity Global Consumer Industries Fund, joins host Bryan Borzykowski today to discuss where she is seeing opportunities in consumer brands. Aneta shares how she looks for companies with strong brands that have been built over decades or even centuries. Currently, she favours companies that sell directly to a consumer. As we’re living in a world where there is a lot of noise, a lot of new products and companies, well-known brands can cut through that noise. And as consumer sentiment shifts, Aneta comments on the changes that have impacted how people spend, noting consumers are resilient and lately have increased their focus on sustainability, wellness, mental health and physical health. Aneta is also paying attention to companies who control their own inventory and also strengthen the relationship with their consumers through their own sites, and apps, and taking feedback. Also today Aneta and Bryan discuss inflation, the affordability of credit, travelling, brand loyalty, trends in China, and if there are still supply chain concerns, among other topics.

Recorded on March 17. 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Finding hidden gems in global small caps – Connor Gordon

Joining the show today is portfolio manager Connor Gordon. Today's uncertain marketplace has highlighted the importance of investing in high-quality names. Late last year, Fidelity launched Global Small Cap Opportunities Fund, which aims to uncover value by identifying high quality companies that are mispriced. Could a position in this space be what investors need during a time of market volatility? Connor joins host Bryan Borzykowski to discuss all of this and more, including an update on the fund and explaining why investors should be looking at small caps. From a long-term perspective, Connor is a believer in market leadership and given that the last 12 years have been led by U.S. large cap and tech stocks, a favour to global small caps could be favourable. Short term, small caps are attractively valued currently with a wide valuation spread relative to large caps. He’ll also touch on the complimentary approach achieved by Connor and co-portfolio manager Chris Maludzinski, bringing a diversity of experience from their sector coverage and Fidelity career experience. Also, the funds sell discipline and where they are finding investment opportunities globally, among other topics.

Recorded on March 16, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Examining the Silicon Valley Bank situation and global bond markets news – Jurrien Timmer and Jeff Moore

It’s been a big week for market news, and in today’s FidelityConnects podcast we’re bringing you some quick insights on the big topics of the week. Jordan Chevalier, communications manager, spoke with both Jurrien Timmer, director of global macro, and Jeff Moore, fixed-income portfolio manager. Jurrien unpacks the developing Silicon Valley Bank situation, and Jeff reflects on the latest action in both U.S. and global bond markets, as well as the latest European Central Bank rate hike.These are evolving situations, please note that Jurrien’s comments are as of March 13, and Jeff was recorded on March 17, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Global real estate outlook in a high-inflation environment – Steve Buller

It’s been a rocky start to the year for real estate markets as volatility persists. A stronger job market in the U.S. and a complete return-to-office in most Asian countries are just some of the factors driving real estate. Could we see a boom in rental demand, and if so, in which sector? And what strategy is today’s guest using to be best positioned for an interest rate pivot? Steve Buller, portfolio manager of Fidelity Global Real Estate fund joins us today to discuss how he’s navigating today’s global real estate market landscape, and where he’s finding opportunities. Steve shares with host Pamela Ritchie how he takes a balanced approach to his portfolio, balancing growthy and defensive with risk-on and value. Among other topics, Steve also unpacks office real estate being affected by hybrid working. Also, trends he is seeing in leisure, lodging and business travel in both North America and internationally. As well as patterns in malls and retail real estate.

Recorded on March 16, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Long/short strategies for 2023 – Brett Dley

The constant tug-of-war between rising interest rates and the related strength of global economies means that investors are still wondering how 2023 will shape up. Regardless of which side of the narrative resonates most with you, the potential for volatility and uncertainty remains a common agreement among many market participants. Here to discuss how he’s navigating this environment within the context of a liquid alternative strategy is Brett Dley, Portfolio Manager. Today Brett joins host Rory Poole, Director, Alternatives, to share more about his fund, Fidelity Market Neutral Alternative Fund, and how his strategy fairs in today’s market environment. He also explains what a pair trade looks like for his fund, using an example from the industrial factor. Brett also explains how his investments are one dollar long and one dollar short for a net exposure of zero, and if dividends factor into his investment decisions, among other topics today.

Recorded on March 14, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Understanding the new First Home Savings Account – David Daladouire

Whether you or someone you know is planning to buy a new home, or if owning your own home is a dream of yours down the road, the first home savings account or an FHSA, allows you to save up to $40,000 tax-free towards the purchase of your first home. The Federal government recently announced this new tax-free account for first-time homebuyers. To tell us all about this new initiative is David Daladouire, Director of Operations in Client Services. David discusses with host Emily Anonuevo the details of an FHSA and how it can help investors save for their first home. He also breaks down the nitty-gritty details of an account, such as the tax benefits of signing up and how long you can keep your account… which is longer than you might think!

Recorded on March 2nd, 2023.

Boost your down payment! You could win $8,000 and put it toward your first home. Learn more and enter here: https://go.fidelity.ca/FHSA-Contest

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Denise Chisholm’s sector and factor perspectives – March 14, 2023

The fallout from Silicon Valley Bank continues to send shockwaves through the markets. The U.S. banking sector has been hit the hardest, and as we continue to assess and digest the news, we ask what lessons can be learned from the collapse of SVB. Joining us today is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. With host Pamela Ritchie, Denise looks at if the SVB situation means potential opportunities for active managers. And, how this could impact central banks and their path to fight inflation, or lead to more regulatory efforts to ensure financial stability. Denise looks at how the collapse could affect other sectors and explains the differences from the 2008 financial crisis. Denise unpacks this and more including focusing on global macro variables, and the key sectors and factors to keep an eye on currently, all from her quant perspective.

Recorded on March 14, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – March 13, 2023

The fall of Silicon Valley Bank has shocked investors and the markets. SVB is the second largest bank failure since 2008, and it was quickly overtaken by U.S. and Canadian regulators. What effect will the collapse of Silicon Valley Bank have on the financial sector? And in light of this situation, is a Fed rate hike off the table? Joining us today to discuss the broader impact SVB may pose to markets, and some of the other key market drivers this week is Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien also looks at the upcoming CPI report, the recent action in the bond market, and if the SVB situation could affect Canadian banks, among other topics.

Recorded on March 13, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Factor investing trends for Q2 2023 and beyond – Bobby Barnes

Canada’s economy added twice as many jobs in February - 21,800 to be exact. This is versus the estimated 10,000. The U.S. economy added more than 300,000 jobs in February vs. the estimated 225,000. This jobs data comes after the Bank of Canada hit its first-rate pause in a year, and follows Fed Chair Jerome Powell’s hawkish comments last week on capitol hill. Amid this key economic data, what could this signal for the Fed in two weeks’ time? And is this moment a key driver for considering a factor investing strategy? Joining host Bryan Borzykowski today to discuss all this and more is the Head of Quantitative Index Solutions, Bobby Barnes. Also today, Bobby outlines which factors he’s looking to watch in the late cycle, including High Quality, Low Vol and Momentum, and how dividends fit. They also discuss the developing story surrounding Silicon Valley Bank.

Recorded on March 10, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Second-quarter outlook for Canadian bonds – Sri Tella

Today on the program, we welcome portfolio manager Sri Tella. Sri is based out of Fidelity’s fixed income headquarters in Merrimack, New Hampshire, and for Canadian investors is involved with 12 Fidelity funds, including Fidelity Canadian Bond Fund, Corporate Bond Fund, and the fixed income subportfolio of Fidelity Inflation-Focused Fund. Sri comments on the Bank of Canada’s latest interest rate announcement calling it marginally hawkish. The BoC seemed to emphasize that rates could go higher depending on inflation. Sri says the Bank of Canada clearly remains data-dependent and it will most likely stay like that. With the announcement, there was marginal outperformance in the Canadian fixed-income rates versus the US. The overall bond market outlook shows a risk in the near term that rates continue to drift up, but Sri says fixed income will generally be attractive in this environment.

Recorded on March 9, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Find alpha in U.S. equities – Ramona Persaud

Today on the program, portfolio manager Ramona Persaud joins us, as she discusses how she’s positioning herself in today’s sensitive market environment and where she is finding opportunities, specifically alpha in US equities. Ramona manages Fidelity U.S. Dividend Fund, which includes Private Pool and Registered versions, and also sub-manages several income mandates. Ramona speaks about valuations from a global perspective. She says one thing that’s stayed true is inside developed markets. The US has done extremely well so US valuations are much richer. Ramona talks about areas of potential for alpha in discretionary. She says discretionary is a middle ground zero and has been in this very inflationary time. For her, they are really interesting valuations and valuation dispersion inside of discretionary. In terms of where she is seeing discretionary opportunities, she points to the US and the UK. But she notes that when you can buy the business at a compelling valuation, a lot of those risks are already priced in. So you’re not trying to buy the stock for six months, you’re buying it for two, three plus years.

Recorded on March 7, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer’s global macro view – March 6, 2023

The U.S. Fed and jobs data is in focus this week. We’re joined today by Jurrien Timmer, Director of Global Macro, who reflects on this new data and the biggest market movers he’s seeing right now. With host Pamela Ritchie, Jurrien unpacks how good news is now bad news on the economy. Good news means the Fed must go further in raising rates, being more likely to overtighten, and we likely get a recession. Among other topics today, Jurrien also looks at market leadership shifting, U.S. mortgages, consumer debt levels, what’s next for fixed-income, and how the overall economy has proven very resilient. Per usual, Jurrien will be sharing charts, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on March 6, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

The Fidelity ETF Exchange: An Asset Allocator’s perspective with David Tulk

In this episode of the Fidelity ETF Exchange - powered by FidelityConnects, host Étienne Joncas Bouchard welcomes Fidelity Global Asset Allocation Portfolio Manager David Tulk to the show. David and the Global Asset Allocation Team manage approximately $80B in assets for Canadian Investors across more than 20 funds. This episode focuses on investing through the eyes of an asset allocator. The panel recaps a challenging 2022 as well as discusses some of the main risks and opportunities for 2023. Given the ETF focused nature of the show, David also shares the way his team incorporates ETFs into their funds as well as their approach to managing Fidelity’s Monthly High Income ETFs.

Recorded on March 2, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Celebrating women in asset management: Career journeys at Fidelity – Reetu Kumra and Claire Fleming

Today we are celebrating International Women’s Day - an annual global celebration focusing on women's successes, rights and advocacy. And in recognition of this special day, we are sharing two incredible and inspiring stories from Fidelity.

Today, host Emily Anonuevo sits down with two outstanding Fidelity employees, Claire Fleming an equity research analyst and Reetu Kumra, a 15-year veteran in the financial industry, director of research, and portfolio manager. Claire and Reetu share their career journeys and what it is like to work within the financial industry. They discuss the obstacles they face as a woman in finance and the career advice they would give their younger selves. They also share what it is like working at Fidelity and what makes a career here at Fidelity unique.

For more, please check out the podcast we released earlier today featuring Michelle Munro and Kathryn Black looking at research and trends regarding women and their finances, addressing the gaps in women and wealth.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Women and wealth: Addressing the gaps – Michelle Munro and Kathryn Black

Today on the show, Michelle Munro, Director of Tax and Retirement Research, speaks about how Fidelity Investments Canada champions women issues and highlights research and trends regarding women and their finances. This is all in celebration of International Women’s Day recognized worldwide every March. Michelle is responsible for evaluating and communicating the latest tax and retirement research to financial advisors and investors. Her expertise focuese on estate planning, women and investing and of course retirement. But she also educates advisors on how to connect with female investors and how to strengthen those relationships. Michelle notes changing trends in education, work and earnings. She says changes in women in the workforce also go beyond gender diversity and extends into ethnic diversity, too.

Recorded on March 2, 2023.

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 the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.