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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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