Contact Us

Institutional Sales
photo of Michael Barnett
Michael Barnett Executive Vice President, Institutional (416) 217-7773
photo of Shane Ayres
Shane Ayres Vice President, Institutional Distribution (416) 217-7758
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
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
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


Comprehensive investment solutions across core and specialty mandates.

We believe in working closely with clients to establish a deep understanding of their investment objectives and constraints. With expertise in strategic and tactical asset allocation, as well as manager selection and risk management, we offer institutional clients a broad range of one-stop investment solutions.

Our experienced teams of portfolio managers with diverse backgrounds are dedicated to assisting pension committees achieve their objectives. With solutions teams located around the world in key regions, we design and manage optimal solutions for your plan.


Customized solutions to manage pension risk

We help plan sponsors manage risk in their defined benefit plans by combining proprietary research, investment management and a rigorous risk-management framework in order to create client-focused investment solutions.


pension risk management; asset allocation analysis; discretionary capabilities; liability-driven investing pension risk management; asset allocation analysis; discretionary capabilities; liability-driven investing

Fidelity Multi-Asset Class Solutions

  • World-class investment strategies, including risk controlled and specialized mandates.
  • Global investment resources.
  • Exceptional client service.
  • Total portfolio solutions.

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