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TitreDateDurée
Ticker talk with EJB: Ep. 1 with Sébastien Faucher03 Jul 202500:35:08

Elevate your investing IQ with Fidelity’s newest podcast, The Upside: Ticker talk with Étienne Joncas-Bouchard.

Tune into the premier show for expert insights on ETFs, market trends and investing in your 20s and 30s.

In today's episode, Étienne introduces the show's reoccurring segments looking at industry news and answering questions from the internet, and sits down with Sébastien Faucher, ETF Strategist. 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: June's top stories and highlights30 Jun 202500:29:58

Catch up on the key moments and big stories from June, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings. Connects is live daily for advisors, and then available on replay for all as a video podcast.

Recorded on June 27, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: April's top stories and highlights01 May 202500:32:40

We're now into May, and April had no shortage of headlines with several major stories playing out globally. Tariffs and trade wars continue to be top of mind, as was an election for us Canadians. This episode will be reflecting on the month of April featuring top clips from our Fidelity Connects and Upside webcasts, as well as a new interview with Michelle Munro, Director, Tax and Retirement Research, on the tax implications of the federal election.

Recorded on April 29, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Bank of Canada and your wallet: April 2025 – Ilan Kolet17 Apr 202500:19:35

Join Ilan Kolet, Institutional Portfolio Manager, as he breaks down the latest Bank of Canada decision to hold the key lending rate at 2.75%, and its impact on inflation, mortgages and your wallet. Ilan, a former Bank of Canada analyst, will also explore how the upcoming federal election could affect Canadians’ finances, and the latest developments in tariff and trade troubles with our southern neighbours.

Recorded on April 17, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

How a written financial plan now can pay off later – Michelle Munro and Jacqueline Power19 Jun 202500:17:22

2025 marks the 20th edition of the Fidelity Retirement Report. Trends in Canadians’ retirement preparations have changed, but the value of advice and the benefit of having a written financial plan have remained consistent. Michelle Munro and Jacqueline Power join host Emily Anonuevo to highlight key takeaways of the 2025 report and offer next steps for savers regardless of age or life stage.

Recorded on June 13, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Themes driving global markets in June 2025 – Denise Chisholm12 Jun 202500:21:38

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On today's episode, Denise shares the sectors, trends and underlying indicators moving markets in June 2025 that investors should be looking at to evaluate the strength of the market.

Recorded on June 9, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Bank of Canada and your wallet: June 2025 – Ilan Kolet05 Jun 202500:19:06

Today's guest is Ilan Kolet, institutional portfolio manager and member of Fidelity's Global Asset Allocation team. Ilan helps manage billions of dollars on behalf of Canadians. He discusses the latest Bank of Canada rate decision, what it means for Canadians, and what could be next. We'll also dive into the latest tariff news and unpack the U.S. tax bill.

Recorded on June 5, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

What makes Fidelity All-in-One ETFs a popular choice? – Vince Kraljevic03 Jun 202500:15:59

The popular Fidelity All-in-One ETF suite has expanded to include two new options: conservative income and fixed income. On today's episode of The Upside, Vince Kraljevic, ETF Strategist, sits down with host Emily Anonuevo to discuss Fidelity’s larger ETF lineup, how all-in-one ETFs are designed, how they continue to resonate with investors, and the Fidelity All-in-One ETF lineup’s newest expansion.

Recorded on June 2, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: May's top stories and highlights29 May 202500:30:17

On today’s Upside, we’ll count down the top five May highlights from our FidelityConnects show. Connects is live daily for advisors, and then available on replay for all as a video podcast. Markets in May began like April, with global markets experiencing volatility. U.S. markets faced challenges due to President Trump’s trade policies, including the imposition of tariffs on imports from Canada, Mexico and China. By mid-May, the market showed signs of recovery, accelerated by eased trade tensions and investor optimism. Canadian stocks have remained stable, as have global markets, notably European and Chinese markets outperforming, driven by strong economic data and investor confidence.

Recorded on May 27, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

An inside look at how young Canadians are investing – Kelly Lannan, Sarah Mocherniak and Audrey Kim22 May 202500:15:59

Young Canadians are already taking steps to save, invest and build a strong financial future. On today’s episode, join our panel of Fidelity experts to unpack a recent IPSOS study on young Canadian investing trends. Host Emily Anonuevo sits down with Kelly Lannan, Sarah Mocherniak and Audrey Kim to discuss what platforms young investors are using, who they are looking to for advice and what investing products are resonating with them.

Recorded on April 28, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Themes driving global markets in May 2025 – Denise Chisholm15 May 202500:15:25

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in May 2025 that investors should looking at to evaluate the strength of the market.

Recorded on April 28, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

What does a top portfolio manager look for in dividend-paying companies? – Ramona Persaud08 May 202500:14:52

Dividend-focused portfolio manager Ramona Persaud was rated by Morningstar as one of 2024’s top ten female portfolio managers, based on risk-adjusted returns. For Canadian investors, Ramona manages both U.S. and global funds. In this episode of The Upside, she will share what she looks for in a dividend-paying company. Ramona will also reflect on 2025 so far and provide her U.S. and global outlook for the remainder of the year.

Recorded on April 28, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

An inside look at Canada's tech sector: AI, chips, robotics, and more – Joe Overdevest and Vishal Chopra07 Jul 202500:25:03

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Joe Overdevest, Portfolio Manager, and Vishal Chopra, Equity Research Associate.

Recorded on June 10, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: August's top stories and highlights28 Aug 202500:30:28

Catch up on the key moments and big stories from August, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings.

Recorded on August 25, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Themes driving global markets in August 2025 – Denise Chisholm25 Aug 202500:19:43

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in August 2025 that investors should be looking at to evaluate the strength of the market.

Recorded on August 21, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Global markets in 2025: Economic trends, geopolitical concerns and stories making headlines – Tom Stevenson10 Jul 202500:27:32

Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year.

Recorded on July 2, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Smart money moves: Making ETFs work for you – Michelle Munro and Étienne Joncas-Bouchard22 Aug 202500:22:33

Heard about ETFs but don’t know where to start? Today's episode features in-depth conversations about the rise of the ETF era and their role in planning for life after work. Fidelity retirement and ETF experts Michelle Munro and Étienne Joncas-Bouchard speak with host Emily Anonuevo.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: March's top stories and highlights31 Mar 202500:38:18

Catch up on the key moments in March and discover the investment stories that should be on your radar. Tune in to Fidelity’s portfolio managers and subject-matter experts as they share their latest market insights and where they are finding opportunities to protect and grow your hard-earned savings.

Recorded on March 27, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Reddit asked, we answered: Tax and estate planning highlights – Jacqueline Power and Giselle de Sousa20 Mar 202500:20:08

On today's show, Fidelity Canada’s tax and estate planning experts unpack the Q&A from their recent Reddit AMA (Ask Me Anything). Are you looking to leverage a registered account such as an RRSP, TFSA or FHSA to your advantage? Purchasing your first home? Have elderly people in your life and need to consider an estate plan? Or maybe you want to get ahead and set your family up for success? Now is the perfect time to start thinking about smart financial decisions for yourself and loved ones.

Recorded on February 28, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Reddit asked, we answered: Our take on ETFs – Audrey Kim13 Aug 202500:18:36

Reddit asked, we answered. Join us for The Upside with Audrey Kim, Senior Investment Analyst, ETF Capital Markets, as she re-addresses and dives deeper into some of our top-asked questions from past Reddit AMAs focused on ETFs and early investing journeys.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Upside: Ticker talk with EJB: Ep. 2 with Andrei Bruno07 Aug 202500:34:01

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Fidelity’s Director of ETFs, Andrei Bruno, about the growth in popularity of ETFs among Canadian investors, how active ETF listings are outpacing passive, whether precious metals or bitcoin ETFs are worth adding to a core portfolio and so much more!

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

 

The Bank of Canada and your wallet: July 2025 – David Tulk31 Jul 202500:16:21

Both the Bank of Canada and the Federal Reserve announced on July 30 that interest rates would remain unchanged. In Canada that means it's key lending rate stays put at 2.75%, and in the U.S. at 4.25%. This is the fifth straight time the U.S. has held it's rate. And in Canada, the bank says the decision to hold came with a clear consensus. So as we have passed the mid-way point of the year, with the rate steady, inflation sticky, and tariff uncertainty still an issue, what does this all mean to the average investor, their investments, and their wallets? Portfolio manager David Tulk joins the Upside today.

Recorded on July 31, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: July's top stories and highlights29 Jul 202500:30:33

Catch up on the key moments and big stories from July, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings.

Recorded on July 28, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Meet the head of Fidelity’s mind-blowing quantitative research team – Neil Constable25 Jul 202500:19:40

Systematic models, data and algorithms continue to define the future of investing. Neil Constable, Head of Quantitative Research and Investments, breaks down how the Quantitative Research and Investments division fits within the broader Fidelity ecosystem and explains how data-driven ETFs and mutual funds may be worth including in your investments.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Themes driving global markets in July 2025 – Denise Chisholm17 Jul 202500:18:59

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in July 2025 that investors should be looking at to evaluate the strength of the market.

Recorded on July 14, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Summer ready: Tax and estate planning strategies for cottages – Jacqueline Power, Giselle de Sousa and Paul W. Taylor14 Jul 202500:26:56

Summer is finally here! And cottagers are getting ready for some fun-filled months. But what do investors need to know about their cottage property in terms of estate planning? What should go into a cottage succession plan? And what potential tax implications and planning strategies should investors consider? Join Fidelity’s Giselle de Sousa and Jacqueline Power on the Upside+ as we unpack all these questions and more. We’ll also be joined by Paul W. Taylor,  Partner at Borden Ladner Gervais, who specializes in estate and trust administration, including planning for individuals with high value and complex assets. This episode will also cover information about key roles like executors and beneficiaries and transferring or protecting assets for future generations. 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

This just in: What the Bank of Canada & Fed moves mean for investors – Ilan Kolet30 Jan 202600:18:08

Wondering what last week’s Bank of Canada interest rate announcement means for your wallet? Join Fidelity Institutional Portfolio Manager Ilan Kolet as he breaks down the latest move from the BoC and the Fed—and what it could signal for markets in 2026. 

Recorded January 29, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: January’s must-watch moments28 Jan 202600:28:02

New year, new opportunities? Catch up on the key moments and big stories from January, including what trending investing topics should be on your radar this year.  Host Kyle Cheropita counts down the top five FidelityConnects moments from January—featuring portfolio managers, analysts and subject-matter experts sharing actionable insights on market trends and where they see opportunities to help you protect and grow your hard-earned savings. 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Fund in focus: Unpacking Fidelity North American Equity Class – Madeleine Kaminski23 Dec 202500:10:28

Join Madeleine Kaminski, Investment Associate, as she takes you inside Fidelity North American Equity Class, managed by Portfolio Manager Darren Lekkerkerker. This fund is designed to give investors exposure to both U.S. and Canadian markets, targeting strong companies with solid fundamentals and long-term growth potential. Madeleine covers this fund closely and will share unique insights into Darren's disciplined approach – how he uncovers opportunities across sectors and why this strategy could be a smart way to diversify and grow your portfolio.

Recorded on December 9. 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Why ETFs may be the ultimate power move for investors – Adam Dickson19 Dec 202500:16:21

ETFs are changing the way investors access markets, offering a range of options for different investment styles and time horizons – even if you’re just starting out. Join Adam Dickson, ETF Strategist, for an inside look at what’s fuelling ETF adoption, how ETFs are shaping market trends and where innovation is headed next. Plus, what does this mean for investors looking to stay ahead of the curve? Take a listen to find out!

Recorded on December 11, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Budgeting, saving and investing 101 – Daniela Florea and Julianna Martino17 Dec 202500:16:36

Join Alternatives Investment Analyst Daniela Florea and Sustainable Investment Specialist Julianna Martino as they break down the basics of personal finance. From common myths to smart tools and realistic timelines, this episode is your crash course in getting financially confident this Financial Literacy Month!

Recorded on November 27, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

December market moves with Denise Chisholm16 Dec 202500:15:26

December’s market story is unfolding – and Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns and market correlations that could shape investor decisions this month. Take a listen to find out what’s catching attention – why it could matter for your portfolio as we approach year-end.

Recorded on December 10, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Funds in focus: Hugo Lavallée's contrarian strategies – Marianne Lando15 Dec 202500:10:32

Join Marianne Lando, Investment Associate, as she explores the unique strategies behind Hugo Lavallée’s approach to managing the Fidelity Canadian Opportunities Fund and the Fidelity Greater Canada Fund. Known for his contrarian style, Hugo seeks value in companies that others overlook – out-of-favour stocks with strong fundamentals and long-term potential. In this session, Marianne will break down how Hugo’s disciplined, against-the-grain philosophy aims to uncover hidden opportunities in the Canadian market and why these strategies may appeal to investors looking for differentiated growth. 

Recorded on December 2, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

AI’s impact on Software & Semiconductors: What investors should know – Ben Holton and Jonathan Tseng05 Dec 202500:21:46

Curious about the future of chips, cloud or code? AI is accelerating across enterprise platforms and changing the way we interact with everyday applications. Join Analyst and Portfolio Manager Ben Holton and Research Analyst Jonathan Tseng as they explore AI’s transformative impact, zeroing in on the Software & Semiconductor sectors. Plus, they unpack how AI is reshaping industries, driving innovation, and emerging as a powerful investable theme.

Recorded on October 29, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Upside: Ticker talk with EJB: Ep. 6 with Mark Verrilli04 Dec 202500:37:18

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Mark Verrilli, ETF Strategist, as they ring in the year’s last episode of The Upside: Ticker Talk with a discussion about the biggest surprises in the ETF markets this year and their 2026 ETF predictions. 

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: November's top stories and highlights02 Dec 202500:30:52

Catch up on the key moments and big stories from November, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings.

Recorded on November 27, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

November market moves with “Quant Boss” Denise Chisholm19 Nov 202500:17:28

November’s market story is unfolding — and Fidelity’s Director of Quantitative Market Strategy Denise Chisholm, aka the “Quant Boss,” joins The Upside to reveal the sector trends, historical patterns, and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio heading into year-end.

Recorded on November 10, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

All-In-One ETFs: The hype, the strategy and what it means for markets – Mark Verrilli and Adam Dickson12 Nov 202500:15:05

All-in-One ETFs are gaining traction, but what’s driving their popularity right now? In this episode of The Upside, we break down how these diversified, low-maintenance investment vehicles are performing in today’s market – and explore the role they could play in helping investors build resilient portfolios. ETF Strategists Mark Verrilli and Adam Dickson share their insights.

Recorded on October 24, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

You asked, Denise Chisholm answered! January's market moves27 Jan 202600:15:15

Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy joins The Upside for a viewer‑powered conversation. From confusing market moments to those late‑night “wait, what?” questions, Denise tackles the topics you’re most curious about - all driven by questions submitted by you! 

Recorded January 20, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Emerging tech: Trends, shifts, and why you should care – John Bradley07 Nov 202500:18:18

Join John Bradley, Director, Emerging Technologies, to dive into all things AI and technology. John joins host Tamara Radocaj to discuss how AI is evolving in our society, including within the financial services industry, and at Fidelity specifically. What should you be watching for in this dynamic space? Take a listen to find out.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

ICYMI: October's top stories and highlights05 Nov 202500:29:40

Catch up on the key moments and big stories from October, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings.

Recorded on October 29, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

BoC rate decision explained with Ilan Kolet04 Nov 202500:18:17

The Bank of Canada just made its latest rate call, and it’s already stirring up questions about the future of the economy. Investors: if you’re looking for clarity in the wake of this rate decision, this special episode with Ilan Kolet will help make sense of what’s happening and what it could mean for your investment strategy.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

 

How liquid alts can expand your diversification opportunities – David Way and Brendan Sims31 Oct 202500:15:53

Are you interested in alternative investments and don’t know where to start? On this episode of The Upside, Dave Way, Portfolio Manager, Fidelity Long/Short Alternative Fund, and Brendan Sims, Alternative Strategist, unpack how Fidelity’s liquid alternatives can complement traditional equity portfolios. They will also highlight the recently launched Fidelity Multi-Alt Equity Fund, which offers a streamlined way to access the breadth of Fidelity’s liquid alternative capabilities in a single solution.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Upside: Ticker talk with EJB: Ep. 5 with Cameron Chamberlain30 Oct 202500:41:04

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of The Upside: Ticker Talk for a discussion with Cameron Chamberlain, Director of Portfolio Solutions, about the rise of leveraged ETFs, how to become diversified with ETFs, and Cam’s top three tips for building out a portfolio with ETFs.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Themes driving global markets in October 2025 – Denise Chisholm24 Oct 202500:17:03

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in October 2025 that investors should be looking at to evaluate the strength of the market.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Making multi-strategy alt funds work for you – Rory Poole and Brendan Sims15 Oct 202500:14:15

What does “alternative investments” mean, and why do they matter now? As a follow-up to last month’s “Demystifying alternative investments: Practical insights for modern portfolios,” join Rory Poole, Director, Alternatives, and Brendan Sims, Alternatives Strategist, as they do a deep dive on different types of multi-strategy funds, including the different types of liquid alternatives, Fidelity’s advantages in this space and how they can fit into your investment plans.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Back to school: Setting your kids up for financial success – Julianna Martino13 Oct 202500:16:44

Learning how to manage your finances and save for the future can begin at any age, but getting started can feel overwhelming for many young people. Join us on the latest episode of the Upside for a candid conversation with sustainable investment specialist Julianna Martino about helping your kids build their long-term financial goals.

Host Emily Anonuevo will also speak directly with local students to learn more about their ambitions and concerns when it comes to saving and investing at the beginning of their financial journeys.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Going global: 2025's shift from U.S. market dominance – Tom Stevenson03 Oct 202500:20:54

Tom Stevenson, Investment Director at Fidelity International, shares his perspectives on what he is seeing first-hand in London, with European stock markets having outperformed U.S. markets during this turbulent year. Tom also shares what big global stories should be on your radar for the remainder of 2025 – and we'll hear his Vancouver Island summer vacation highlights.

Recorded on September 18, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

The Upside: Ticker talk with EJB: Ep. 4 with Patrick McEntyre02 Oct 202500:43:20

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Patrick McEntyre, Co-Head of Institutional Sales for ETFs, Portfolio Trading, Electronic Trading, and Equity Derivatives at National Bank, about the popularity of multi-asset ETFs, the difference between covered-call ETFs and broad market ETFs and how the work of market makers affects Canadian investors.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

Exploring alternative investing in 2026 – Rory Poole23 Jan 202600:18:29

In a world full of investment choices, alternative investments bring something different to the table. Join host Lauren Gardy, Fidelity’s Strategic Sales VP, and special guest Rory Poole, Director of Alternatives, as they recap 2025 and share what’s ahead for 2026. From liquid and less liquid strategies to diversification benefits, discover how alternatives can add extra tools to your investing toolkit and help products behave differently in certain markets. 

Recorded January 15, 2026.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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