Contact Us

Institutional Sales
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Michael Barnett Executive Vice President, Institutional (416) 217-7773
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Shane Ayres Vice President, Institutional Distribution (416) 217-7758
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Gary Chateram Vice President, Institutional Sales,
Quebec, Eastern Canada & Ottawa
(514) 866-7320
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Catherine Dimitriadis Vice President, Institutional Sales,
Manitoba, Saskatchewan & Ontario
(416) 217-7657
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David Shedd Vice President, Institutional Sales,
British Columbia, Alberta & Ontario
(416) 307-5573
Consultant Relations
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Tracey Wong Vice President, Consultant Relations (416) 217-7077
photo of Enlai Lim Ubani
Enlai Lim Ubani Director, Consultant Relations (416) 217-7335
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Ryan Hendy Director, Consultant Relations (514) 866-7394
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Imtiyaz Rajwani Director, Consultant Relations (416) 217-7627
photo of Anna Tran
Anna Tran Manager, Consultant Relations (416) 217-5844
Client Management
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Rajan Burney Vice President, Institutional Client Management (416) 307-5261
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Lawrence Lim Director, Institutional Client Management (416) 217-7528
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Jeff Poulin Director, Institutional Client Management (514) 866-7307
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Vincent Yu Director, Institutional Client Management (416) 307-5246
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Fidelity Clearpath® Portfolios

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 $300 billion in target date assets in North America.*

A market leader committed to ongoing innovation to improve retirement outcomes for plan members.
A pioneer of target date strategies, launching our first solution in 1996.

One of the largest asset managers, with over $300 billion in target date assets in North America.*

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

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:

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. 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 brochure cover image
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.

 

MEET THE INVESTMENT TEAM

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Angelo Manioudakis Chief Investment Officer, Global Asset Allocation
Angelo Manioudakis is Chief Investment Officer of Global Asset Allocation at Fidelity Investments. In this role, he leads the group’s investment team, and is responsible for overall fund performance and the expansion of product capabilities.

Before joining Fidelity in 2013, Mr. Manioudakis was head of public fixed income and derivatives at Sun Life Financial and chief investment officer of fixed income at OFI Institutional Asset Management. He has been in the investments industry since 1988.
 
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Andrew Dierdorf Portfolio 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.
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Brett Sumsion Portfolio 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.
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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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