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
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Privacy Policy

We believe that treating your personal information with the highest degree of respect is integral to our relationship with you.

What information do we collect and what do we do with it?

We collect information to better serve you. The type of information depends on the service we provide and is necessary to provide you with investment management services, to keep records, to prevent error and fraud or to respond to inquiries.

We may share your information with our affiliates or government organizations. Where information is shared, we do so on a strictly limited basis in order to complete transactions on your behalf, to provide you with services or to meet legal obligations such as tax reporting. We might be required to disclose personal information to regulators. A regulator may, in turn, disclose your personal information to other regulatory or government organizations.

 

HOW DO WE COLLECT INFORMATION?

Personal information is collected from our interactions with you. We might interact with you directly, or we might interact with you indirectly, such as through a consultant. No matter how we collect your personal information, we try to ensure its accuracy and completeness to the extent required for our use of the information. In order to maintain the accuracy of your information, please make sure we know about any changes as soon as possible.

 

HOW DO WE PROTECT YOUR PERSONAL INFORMATION?

We have always considered the protection of sensitive information to be a foundation of customer trust and a sound business practice. We employ extensive physical, electronic and procedural controls in keeping with industry standards and practices, and we regularly adapt these controls to determine whether they need to be adapted to respond to changing requirements and advances in technology. Within FIC and among our service providers, we aim to restrict access to personal information to those who need it to provide products and services to you.

 

WHAT PROTECTION DO YOU HAVE ONLINE?

Privacy, security and service in our online operations are just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices.

We use a variety of protections designed to maintain the security of your online session. For example, we make extensive use of firewall barriers, encryption techniques and authentication procedures.

When you visit our Internet sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our websites. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our web design and functionality.

 

COOKIES AND SIMILAR TECHNOLOGIES

We use cookies and similar technologies to support the operation of this website. Cookies are small amounts of data that a website sends to a Web browser on a visitor’s computer. Our cookies help us to collect information about visitors to this website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on this website, or if you delete cookies, you may experience some inconvenience in your use of this website. For example, you we may not be able to recognize you, your device or your online preferences.

 

WHAT PRIVACY RIGHTS DO YOU HAVE?

You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it.

You may withdraw all or part of your consent for us to use your personal information within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we provide to you. Please contact us to learn more.

 

HOW DO YOU CONTACT US ABOUT PRIVACY?

We welcome your privacy questions.

Chief Privacy Officer

privacy@fidelity.ca

 

or by mail at:

Attention Chief Privacy Officer

Fidelity Investments Canada ULC

483 Bay Street, Suite 300

Toronto, ON

M5G 2N7