Contact the Team

Leadership

Michael Barnett Executive Vice President, Institutional (416) 217-7773 michael.barnett@fidelity.ca

Institutional Sales

Catherine Dimitriadis Vice President, Institutional Sales,
Manitoba, Saskatchewan & Ontario (416) 217-7657 catherine.dimitriadis@fidelity.ca

David Shedd Vice President, Institutional Sales,
British Columbia, Alberta & Ontario (416) 307-5573 david.shedd@fidelity.ca

Shane Ayres Vice President, Institutional Distribution (416) 217-7758 shane.ayres@fidelity.ca

Ian Bell Director, Key Accounts (416) 217-7526 ian.bell@fidelity.ca

Consultant Relations

Tracey Wong Vice President, Consultant Relations (416) 217-7077 tracey.wong@fidelity.ca

Enlai Lim Ubani Director, Consultant Relations (416) 217-7335 enlai.lim@fidelity.ca

Ryan Hendy Director, Consultant Relations (514) 866-7394 ryan.hendy@fidelity.ca

Imtiyaz Rajwani Manager, Consultant Relations (416) 217-7627 imtiyaz.rajwani@fidelity.ca

Anna Tran Consultant Relations Manager (416) 217-5844 anna.tran@fidelity.ca

Client Management

Rajan Burney Vice President, Institutional Client Management (416) 307-5261 rajan.burney@fidelity.ca

Lawrence Lim Director, Institutional Client Management (416) 217-7528 lawrence.lim@fidelity.ca

Jeff Poulin Director, Institutional Client Management (514) 866-7307 jeff.poulin@fidelity.ca

Vincent Yu Director, Institutional Client Management (416) 307-5246 vincent.yu@fidelity.ca

Samantha Lamon Institutional Services Manager (416) 217-7595 samantha.lamon@fidelity.ca

Products and Marketing

Craig Strachan Vice President, Institutional Products
and Marketing (416) 307-5597 craig.strachan@fidelity.ca

Adriana Meixner Director, Institutional Products
and Solutions (416) 217-7652 adriana.meixner@fidelity.ca

Laïta Le Maguer Director, Institutional Marketing (416) 307-5278 laita.lemaguer@fidelity.ca

Fidelity ClearPath^® Portfolios are designed to help Canadian plan members achieve income replacement in retirement so that they can maintain their desired lifestyle.

Our approach is powered by glide path design and a balanced approach to risk.

20 YEARS OF INNOVATION

A pioneer of target date strategies, launching our first solution in 1996.

One of the largest asset managers, with over $400 billion in target date assets in North America.*

A market leader committed to ongoing innovation to improve retirement outcomes for plan members.

¹As at December 31, 2019.

A RETIREMENT SOLUTION DESIGNED FOR CANADIANS

Fidelity ClearPath Portfolios are designed for Canadian investors. Shaped by key drivers of long-term outcomes, our unique glide path reflects actual behaviours of Canadian plan members.

Glide path design is informed by research in three critical areas:

Capital market insights

photo showing view of mountain with snow, with lake and evergreen trees in foreground

Long-term historical and forward-looking perspective on expected return, risk and correlations over a 20-year period.

Investor behaviour

photo showing two people with bikes, in nature trail in the autumn (season implied by yellow leaves on trees and on the ground)

Working with Canadian recordkeepers, as well as Statistics Canada, we analyze the characteristics and investment behaviour of over one million Canadian retirement savers.

Balance of risk and reward

photo showing two people behind a red umbrella, sitting on park bench in the fall (season implied by brown colour of leaves on trees and leaves on the ground)

Detailed analysis and modelling to ensure that asset allocation and structure for the portfolios balance return needs with appropriate risk management.

DESIGNED FOR INCOME

With many Canadians depending on defined contribution plans as their primary source of retirement income, plan sponsors can design their plans to target specific income replacement goals, helping members maintain their standard of living in retirement.

It is important to recognize that savings alone may not provide an adequate level of income replacement throughout a retirement that could last 25–30 years.

Working years: Savings - Contributions accumulate throughout an employee’s career.

Retirement years: Savings Alone - Savings alone will provide some years of retirement income.

Retirement years: Investment Returns - Additional income throughout retirement is generated by investment returns.

Designed to achieve better outcomes

Fidelity ClearPath Portfolios are designed to help Canadian investors solve the challenge of investing through retirement.

Reduce the risk of outliving savings

We believe the greatest risk for an investor saving for retirement is experiencing a shortfall in retirement income.

Our glide path is designed to provide members with active asset allocation, with the goal of delivering additional income to last through retirement.

Active where it counts

The investment process for our target date strategies is designed to be flexible in order to navigate changes in capital markets and to adapt to meet the evolving needs of plan members.

Fidelity offers two differentiated target date solutions, providing plan sponsors with choice in selecting a solution that is right for their plan members:

A blended institutional pool solution, which uses a combination of actively managed institutional pools and index strategies as the building blocks
A fully active mutual fund solution

ClearPath Portfolios

Learn more about how ClearPath Portfolios can benefit your plan members.

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Target Date Insights

Get insights on our target date strategies.

Fidelity Target Date Strategies

Learn more about how they work

Meet the Fidelity Target Date Team

Hear from our portfolio managers as they discuss their investment approach

MEET THE INVESTMENT TEAM

Andrew Dierdorf Lead portfolio co-manager

Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, he is responsible for co-managing Fidelity’s U.S. and Canadian target date portfolios.

Before joining Fidelity in 2004, Andrew worked as an actuary at CIGNA and held actuarial roles at Provident Mutual Life Insurance Company. He has been in the financial services industry since 1993.

Brett Sumsion Lead portfolio co-manager

Brett Sumsion is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, he is responsible for co-managing Fidelity’s U.S. and Canadian target date portfolios.

Before joining Fidelity in 2014, Mr. Sumsion held various positions at DuPont Capital Management, Inc., including that of managing director of asset allocation and portfolio manager. Previously, Mr. Sumsion worked at Strategis Financial Group, Inc., where he was chief executive officer and vice-president of asset allocation research. He has been in the investments industry since 2001.

Bruno Weinberg Crocco Portfolio co-manager

Bruno Weinberg Crocco is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Mr. Crocco co-manages Fidelity Canada’s ClearPath retirement portfolios.

Prior to assuming his current position in February 2019, Mr. Crocco was responsible for providing research support to the portfolio managers of Global Institutional Solutions (GIS) and U.S. and Canada Retail Solutions Groups. Additionally, Mr. Crocco was responsible for researching active asset allocation investment signals and disseminating his findings across GAA. Previously, Mr. Crocco was a manager in the Financial Markets Group where he was responsible for monitoring global financial markets for trends and risks that might impact Fidelity’s mutual funds and businesses.

He has been in the investments industry since joining Fidelity in 2010.

Ruthann Pritchard Institutional Portfolio Manager

Ruthann Pritchard is an institutional portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role, she serves as a member of the investment management team and is also a principal liaison for portfolio management to a broad range of current and prospective clients. Ms. Pritchard’s focus is on target date strategies.

Ms. Pritchard joined Fidelity in 2006 as Vice-President, Investment Consultant, in Personal Workplace Investments (PWI). Before joining Fidelity, she was vice-president at JPMorgan Asset Management and JPMorgan Retirement Plan Services. She has been in the investment industry since 1984.

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