We offer a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.

Target date investment options are a key component of our DC offering

  • Fidelity ClearPath® Portfolios are designed to help Canadian investors solve the challenge of investing through retirement.
  • Shaped by key drivers of long-term outcomes, our unique glide path reflects actual behaviours of Canadian plan members.

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Why Fidelity for defined contribution?


Dedicated Resources and Support

  • Comprehensive DC leadership and platform support.
  • Global and local market expertise.
  • Integrated Business Development and Consultant Relations teams.
  • Regionally-aligned institutional relationship managers providing coordinated support to DC and DB plan sponsors.

Retirement and Investment Expertise

  • Full access to Fidelity’s depth and breadth of retirement research and thought leadership.
  • Experienced insights across equities, fixed income and asset allocation.

Product Line

  • Broad array of mutual funds and institutional pools across asset classes, market caps and sectors.
  • Comprehensive and rigorous approach to investment and risk management.
  • Representation on all major recordkeeping platforms.

A great partnership

Fidelity mutual funds and institutional pools are available on all major record keeping platforms. Please contact us for assistance in finding a solution that best fits your needs.