Contact the Team

Leadership
photo of Michael Barnett
Michael Barnett Executive Vice President, Institutional (416) 217-7773
Institutional Sales
photo of Gary Chateram
Gary Chateram Vice President, Institutional Sales,
Quebec, Eastern Canada & Ottawa
(514) 866-7320
photo of Catherine Dimitriadis
Catherine Dimitriadis Vice President, Institutional Sales,
Manitoba, Saskatchewan & Ontario
(416) 217-7657
photo of David Shedd
David Shedd Vice President, Institutional Sales,
British Columbia, Alberta & Ontario
(416) 307-5573
photo of Shane Ayres
Shane Ayres Vice President, Institutional Distribution (416) 217-7758
photo of Ian Bell
Ian Bell Director, Key Accounts (416) 217-7526
Consultant Relations
photo of Tracey Wong
Tracey Wong Vice President, Consultant Relations (416) 217-7077
photo of Enlai Lim Ubani
Enlai Lim Ubani Director, Consultant Relations (416) 217-7335
photo of Ryan Hendy
Ryan Hendy Director, Consultant Relations (514) 866-7394
photo of Imtiyaz Rajwani
Imtiyaz Rajwani Manager, Consultant Relations (416) 217-7627
photo of Anna Tran
Anna Tran Consultant Relations Manager (416) 217-5844
Client Management
photo of Rajan Burney
Rajan Burney Vice President, Institutional Client Management (416) 307-5261
photo of Lawrence Lim
Lawrence Lim Director, Institutional Client Management (416) 217-7528
photo of Jeff Poulin
Jeff Poulin Director, Institutional Client Management (514) 866-7307
photo of Vincent Yu
Vincent Yu Director, Institutional Client Management (416) 307-5246
photo of Samantha Lamon
Samantha Lamon Institutional Services Manager (416) 217-7595
Products and Marketing
photo of Craig Strachan
Craig Strachan Vice President, Institutional Products
and Marketing
(416) 307-5597
photo of Adriana Meixner
Adriana Meixner Director, Institutional Products
and Solutions
(416) 217-7652
photo of Laïta Le Maguer
Laïta Le Maguer Director, Institutional Marketing (416) 307-5278
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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 behaviours of Canadian plan members.

WHY FIDELITY FOR DEFINED CONTRIBUTION?

 

strategic plan design info graphic detailing: Investment Solutions, Plan Member Behaviour, Plan Member Behaviour and Experience strategic plan design info graphic detailing: Investment Solutions, Plan Member Behaviour, Plan Member Behaviour and Experience

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 recordkeeping platforms and provide access to the following asset classes:

Target Date
  • ClearPath Portfolios are conveniently available in five-year increments in either mutual fund or institutional portfolios

Learn more about our Target Date solutions 

Fixed Income
MUTUAL FUNDS
INSTITUTIONAL POOLS
Fidelity Canadian Bond Fund Canadian Bond
Fidelity Short Term Bond Fund Canadian Long Bond
Fidelity Dividend Fund Canadian Bond Core Plus
Fidelity Monthly Income Fund
Balanced
 MUTUAL FUNDS
INSTITUTIONAL POOLS
Strategic Balanced
Canadian Equity
U.S. Equity
MUTUAL FUNDS
INSTITUTIONAL POOLS
U.S. Low Volatility
Money Market
MUTUAL FUNDS
INSTITUTIONAL POOLS

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