Michael Barnett is Executive Vice President at Fidelity Canada Institutional. In this role, he is responsible for leading the firm’s institutional business. He is a member of Fidelity Canada’s Senior Executive team.

Mr. Barnett joined Fidelity in 1999 and has over 30 years’ industry experience, having held numerous senior leadership roles within Fidelity Investments. Mr. Barnett first became head of Fidelity Canada’s Institutional business in 2006, relocating to the U.S. as head of North American sales in 2010, before returning to Canada as head of Fidelity Canada Institutional in 2012.

Rajan Burney is Vice President, Institutional Client Management, at Fidelity Canada Institutional. In this role, he leads the Canadian team responsible for the investment servicing primarily of Defined Benefit, Defined Contribution, endowment, foundation and taxable corporate asset clients, as well as banks and insurance companies.

Mr. Burney joined Fidelity as a Senior Fund Analyst in 1999. In this role, he was responsible for communicating the Fidelity investment story to plan sponsors, conducting fund analysis and managing the FundsNet program of external managers and funds. Before joining Fidelity, Mr. Burney was an analyst with SEI Investments’ asset consulting practice in Toronto, where he was responsible for the analysis of pension, endowment and foundation assets of plan sponsors and portfolios managed primarily by institutional investment managers. 

Lawrence Lim is a Director, Institutional Client Management, at Fidelity Canada Institutional. In this role, he is responsible for investment servicing of defined benefit, defined contribution, endowment, foundation and taxable corporate asset accounts.

Mr. Lim joined the firm in 2013 and has over 20 years’ industry experience. Before taking his current role, he served as Vice President of institutional client services at investment management firm Standard Life Investments Inc.

Jeffrey Poulin is a Director, Institutional Client Management, at Fidelity Canada Institutional. In this role, he is responsible for the investment servicing of defined benefit, defined contribution, endowment, foundation and taxable corporate asset accounts, primarily in Quebec and the Maritimes.

Mr. Poulin joined Fidelity in 2012 and has over 35 years’ industry experience, having worked in client relations and business development, as well as researching, monitoring and recommending investment managers to the institutional investment platform.

Vincent Yu is Director, Institutional Client Management, at Fidelity Canada Institutional. In this role, he is responsible for the investment servicing of defined benefit, defined contribution, endowment, foundation and taxable corporate asset accounts.

Mr. Yu joined Fidelity in 2015 and has over ten years’ industry experience. Before assuming his current role, he was an Investment Analyst on Fidelity’s Institutional Products and Marketing team, covering Canadian and U.S. equity strategies.

Vanessa Yankey is Institutional Services Manager at Fidelity Canada Institutional. In this role, she is responsible for supporting the Institutional Client Management team in developing and servicing strong relationships with our plan sponsor client base. She is also responsible for leading key projects on behalf of the Institutional Client Management team.

 

With over 15 years’ of industry experience, Vanessa joined Fidelity in 2006, and has a wealth of experience working in a number of different areas, including as National Account Specialist, Institutional Account Coordinator and Institutional Account Analyst responsible for managing service for our clients in the defined contribution, sub advised, packaged program and insurance segment of the Fidelity’s institutional business.

Catherine Dimitriadis is Vice President, Institutional Sales, at Fidelity Canada Institutional. In this role, she is responsible for institutional investment management sales, focusing on the defined benefit, foundation and endowment marketplace in Manitoba, Saskatchewan and parts of Central Ontario.

Ms. Dimitriadis joined Fidelity in January 2017, and has extensive experience in institutional equity sales, having developed and maintained client relationships with leading financial institutions in Canada in her previous role.

Philippe Potvin is Vice President, Institutional Sales, at Fidelity Canada Institutional™. In this role, he is responsible for institutional investment management sales focusing on the defined benefit, foundation and endowment marketplace in Quebec, Eastern Canada and Ottawa.

 

Hailing from the village of Saint-Sauveur in the heart of the Laurentians, Mr. Potvin joined Fidelity in 2008 in advisor sales, as a business development manager in the Toronto office, initially covering the downtown Toronto core, and then the Quebec region. In 2010 he moved to Edmonton as District Vice President, where he successfully serviced and grew Fidelity’s market share in Northern Alberta. During this time, Mr. Potvin also partnered with the institutional team, developing opportunities through his advisor contacts that led to new institutional relationships. As a multiple Awards of Distinction winner, he has been a strong leader on the Western Canada team.

David Shedd is Vice President, Institutional Sales, at Fidelity Canada Institutional. In this role, he is responsible for institutional investment management sales, focusing on the Defined Contribution (DC) and Defined Benefit (DB) pension, foundation, and endowment marketplace in British Columbia, Alberta and Ontario.

Before joining Fidelity’s Toronto office in 2001, he worked in the banking industry in London, U.K., and New York, as well as in international sales for a U.S. manufacturer.

Shane Ayres is Vice President, Institutional Distribution, at Fidelity Canada Institutional™. In this role, he leads the firm’s Platform Businesses (Defined Contribution, Sub Advised, Package Programs and Insurance). He was appointed to this position in February 2012.

Mr. Ayres joined Fidelity in 2004 and has over 20 years’ industry experience. Before taking his current role, Mr. Ayres was Manager, DC Program Development, and was responsible for several major initiatives to advance the firm’s DC business. He was subsequently promoted to Director, Institutional Sales and Service, responsible for overseeing divisional strategic initiatives and client onboarding, as well as the day-to-day operations of the business.

Tracey Wong is Vice President, Consultant Relations, at Fidelity Canada Institutional. In this role, she is responsible for establishing and expanding the firm’s relationships with institutional investment consultants, as well as managing the Canadian Consultant Relations and RFP teams.

Ms. Wong joined Fidelity in 1998 as an Institutional Fund Analyst and was promoted to Vice President, Consultant Relations, in 2009, having held various management positions on the Consultant Relations team since 2003.

Enlai Lim is Director, Consultant Relations, at Fidelity Canada Institutional. In this role, she is responsible for maintaining relationships with the pension consultant community in Ontario and Western Canada, communicating Fidelity’s asset management capabilities and partnering with consultants to help provide solutions for their clients.

With over 15 years’ industry experience, Ms. Lim joined Fidelity as a Manager, Consultant Relations, in 2011, responsible for providing support for the Consultant Relations team, maintaining Fidelity’s presence in consultants’ databases and managing the RFP team.

Jeffrey Peyer is Director, Consultant Relations, at Fidelity Canada Institutional. In this role, he is responsible for maintaining relationships with the pension consultant community in Quebec and Eastern Canada, communicating Fidelity’s asset management capabilities and partnering with consultants to help provide solutions for their clients.

Mr. Peyer joined Fidelity in 2010 and has over 11 years of industry experience. Before taking his current role, Mr. Peyer was a Senior Product Solutions Analyst in Fidelity’s Retail Product Development team and was responsible for assisting with the development and launch of Fidelity’s retail mutual fund products and solutions. He also chairs Fidelity Sustainable Investing committee and has played an important role in driving Fidelity’s sustainable investing initiatives in recent years.  

Samantha Lamon is Manager, Consultant Relations at Fidelity Canada Institutional. In this role, she is responsible for working with consultants to provide information on Fidelity’s products and services and leading Fidelity’s RFP team.

Samantha joined Fidelity’s institutional business in 2001 and has a wealth of experience working in a number of different areas, including Supervisor, Sales Support, Sales Analyst and most recently as a Senior Institutional Services Manager responsible for managing relationships with Ontario clients and leading key projects on behalf of the Institutional Client Management team.

Kika Boujnane is a bilingual Client Transitions Manager at Fidelity Canada Institutional. In this role, she is responsible for managing client transitions for Defined Benefit and Defined Contribution pension, endowment, foundation and corporate clients, as well as banks and insurance companies.

Ms. Boujnane has over 20 years’ industry experience and was previously responsible for account administration in the private investment and institutional operations area. She also has experience providing retirement services to pension plan sponsors and their employees.

Craig Strachan is Vice President, Institutional Products and Marketing, at Fidelity Canada Institutional. In this role, he leads the team responsible for institutional product development, institutional product management and institutional marketing.

Mr. Strachan joined Fidelity in 2005 and has over 20 years’ industry experience. Before assuming his current position, he was Vice President, Head of Product, overseeing the development and management of Fidelity’s retail and institutional product offerings. Previously, Mr. Strachan held various roles in Products and Marketing, as well as Advisor Distribution.

Adriana Meixner is Director, Institutional Products and Solutions, at Fidelity Canada Institutional. In this role, she leads a team of investment analysts responsible for the management of Fidelity’s institutional product offerings, as well as the development of new investment products for the institutional marketplace.

Ms. Meixner joined Fidelity in 2006 as an investment analyst covering Asian equities, based in the Fidelity International Hong Kong office. She subsequently relocated to Canada as a senior investment analyst, covering the Canadian equity and balanced product range of both mutual funds and institutional portfolios. Before assuming her current role in 2018, she was Director, Market Research, for seven years, and has 20 years’ industry experience.

Laïta Le Maguer is Director, Institutional Marketing, at Fidelity Canada Institutional. In this role, she leads the firm’s marketing efforts in support of driving awareness of Fidelity’s solutions among Canadian institutional investors.

Ms. Le Maguer has over 20 years’ industry experience. Before taking her current role, she held a number of roles of increasing seniority, including as an implementation manager in Fidelity Canada’s recordkeeping business. Before joining Fidelity, she worked at Trimark (now Invesco), providing retirement services to pension plan sponsors and their employees.