Defined contribution

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 behaviour of Canadian plan members.

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Why Fidelity for defined contribution?

Retirement and investment expertise

More than 25 years of experience working with retirement plans
Proprietary insights gained from analysis of 34.5k+ Fidelity globally record-kept DC plans and 29.5M+ Fidelity globally record kept DC plan members¹
Experienced insights across all asset classes
Global and local market expertise

Dedicated resources and support

Comprehensive DC leadership and platform support
Integrated Business Development and Consultant Relations teams
Regionally-aligned Institutional Relationship Managers providing coordinated support to DC and DB plan sponsors

Comprehensive product lineup and investment solutions

Wide array of mutual funds and institutional pools across asset classes, market caps and sectors
Dedicated institutional vehicles, single strategy and multi-asset class solutions
Comprehensive and rigorous approach to investment and risk management

¹ As at December 31, 2022

A great partnership

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

Meet the team

Shane Ayres

Vice President, Institutional Distribution

shane.ayres@fidelity.ca

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) and also oversees the client onboarding team.

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.

Konnor Stoker

Institutional Services Manager

konnor.stoker@fidelity.ca

Konnor Stoker is Institutional Services Manager at Fidelity Canada Institutional. In this role, he is responsible for managing service for our clients in the defined contribution, sub advised, packaged program and insurance segment of Fidelity’s institutional business. He is also responsible for leading key projects on behalf of the firm’s Platform Businesses team.

Mr. Stoker joined Fidelity’s institutional division in 2020 and has held roles as an Institutional Service Analyst supporting client transitions and as an Investment Associate covering U.S., international, global and emerging markets equity strategies.