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.
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.
Comprehensive
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.