A wealth management service, designed to help advisors navigate succession planning, and ensure a seamless transition for their clients.

We work with affluent individuals and families across Canada to design customized and integrated wealth plans that help turn their vision into reality. Meet our team · Complaint process · Our services

20 июн. 2024 г. · Fidelity Wealth ULC. is admitted to membership in the Canadian Investment Regulatory Organization, as both an investment dealer and a mutual fund dealer.

20 июн. 2024 г. · Fidelity Wealth will offer financial advisors and their clients choice and access to a suite of investment and wealth management services.

20 июн. 2024 г. · The asset manager will create Fidelity Wealth, a dual-licensed investment dealer approved to sell both securities and mutual-fund investment ...

20 июн. 2024 г. · Asset management giant Fidelity Investments Canada ULC is launching Fidelity Wealth ULC, a new wealth management platform targeted at advisors thinking about ...

Fidelity Investments is a leading global investment management, retirement planning, and wealth management company.

20 июн. 2024 г. · Fidelity Wealth will offer financial advisors and their clients choice and access to a suite of investment and wealth management services.

21 июн. 2024 г. · A new wealth management business designed to support financial advisors with their succession planning and transition to retirement.

Fidelity Investments Canada ULC is one of Canada's top investment management firms managing a total of $135 billion in mutual fund, ETF and institutional ...