Contact the Team

Leadership
photo of Michael Barnett
Michael Barnett Executive Vice President, Institutional (416) 217-7773
Institutional Sales
photo of Catherine Dimitriadis
Catherine Dimitriadis Vice President, Institutional Sales,
Manitoba, Saskatchewan & Ontario (416) 217-7657
photo of David Shedd
David Shedd Vice President, Institutional Sales,
British Columbia, Alberta & Ontario (416) 307-5573
photo of Shane Ayres
Shane Ayres Vice President, Institutional Distribution (416) 217-7758
photo of Ian Bell
Ian Bell Director, Key Accounts (416) 217-7526
Consultant Relations
photo of Tracey Wong
Tracey Wong Vice President, Consultant Relations (416) 217-7077
photo of Enlai Lim Ubani
Enlai Lim Ubani Director, Consultant Relations (416) 217-7335
photo of Ryan Hendy
Ryan Hendy Director, Consultant Relations (514) 866-7394
photo of Imtiyaz Rajwani
Imtiyaz Rajwani Manager, Consultant Relations (416) 217-7627
photo of Anna Tran
Anna Tran Consultant Relations Manager (416) 217-5844
Client Management
photo of Rajan Burney
Rajan Burney Vice President, Institutional Client Management (416) 307-5261
photo of Lawrence Lim
Lawrence Lim Director, Institutional Client Management (416) 217-7528
photo of Jeff Poulin
Jeff Poulin Director, Institutional Client Management (514) 866-7307
photo of Vincent Yu
Vincent Yu Director, Institutional Client Management (416) 307-5246
photo of Samantha Lamon
Samantha Lamon Institutional Services Manager (416) 217-7595
Products and Marketing
photo of Craig Strachan
Craig Strachan Vice President, Institutional Products
and Marketing (416) 307-5597
photo of Adriana Meixner
Adriana Meixner Director, Institutional Products
and Solutions (416) 217-7652
photo of Laïta Le Maguer
Laïta Le Maguer Director, Institutional Marketing (416) 307-5278
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Home About Us

Who We Are

Fidelity Canada Institutional is focused on developing solutions to serve Canadian institutional investors.

We offer active and risk-controlled disciplines that include Canadian, U.S., international and global equity, fixed-income, asset allocation, alternative and custom solutions.

FIDELITY BY THE NUMBERS

Canadian institutional assets and clients

Canadian institutional assets Canadian institutional assets Canadian institutional clients Canadian institutional clients

As of December 31, 2019.

1 Canadian assets are represented in Canadian dollars. Canadian assets under administration include: $36.8B in institutional assets within defined benefit pension plans, endowments, foundations, corporate, fund of fund, sub-advised and defined contribution plans (DCIO).

400+ billion dollars in global institutional assets 400+ billion dollars in global institutional assets

2 As at December 31, 2019 in Canadian dollars.

ORIGINAL PERSPECTIVES FOR IDENTIFYING BETTER OPPORTUNITIES

Our clients have access to one of the largest investment and proprietary research organizations serving the institutional marketplace.

Global Opportunities
Select a region to discover...
Europe
 
London, England - Paris, France - Frankfurt, Germany - Munich, Germany - Milan, Italy
North America
 
Toronto, Canada - Montreal, Canada - Boston, United States - Merrimack, United States - Smithfield, United States - Denver, United States
Asia
 
Delhi, India - Mumbai, India - Singapore - Hong Kong - Shanghai, China - Dalian, China - Taipei, Taiwan - Tokyo, Japan - Seoul, South Korea
Australia
 
Sydney
South America
 
Sao Paulo, Brazil

DEDICATED EXPERTISE AND INVESTMENT CAPABILITIES ACROSS A BROAD RANGE OF ASSET CLASSES

We focus on working with you to translate your needs into tailored solutions that meet your individual investment objectives.

 

image showing sub categories underneath asset classes offered image showing sub categories underneath asset classes offered

OUR ASSET MANAGEMENT HERITAGE

 

graphical timeline starting from 1946 to present day, showing milestone years from the history of Fidelity Canada Institutional graphical timeline starting from 1946 to present day, showing milestone years from the history of Fidelity Canada Institutional

1 Fidelity’s assets under management as of December 31, 2019 in U.S. dollars.

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