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Investments Investor education Tools & calculators Insights For advisors
Investments overview
ETFs

Look at our mix of exchange-traded funds (ETFs) for various investment goals,
even if you’re just starting to invest.

Mutual funds

Explore the wide spectrum of available Fidelity mutual funds across different
regions, sectors and asset classes.

Portfolios & investment solutions

Explore our diverse investment solutions, such as managed portfolios,
alternatives and tax-efficient investments.

Price & performance

View a complete list of funds and find performance summaries, Fund Facts,
distributions and more. 

Sustainable investments

Browse our selection of sustainable investment mutual funds and ETFs available
to Canadian investors.

Investment accounts

Find information on FHSA, RRSPs, TFSAs, RESPs, and non‑registered accounts.

How to invest with Fidelity

Find out how to buy Fidelity mutual funds and ETFs. 

Independent Review Committee

Annual reports to investors from an independent committee.

Investor education overview
Investing for beginners

We’ll help you understand the basics of investing.

What are my investment goals?

There are many reasons to invest: education, retirement, vacation, large
purchases and more. What are yours?

How do I start investing?

Are you ready to start investing? We can help answer your important questions.

How do I become a better investor?

Move to the next level with topics such as analyzing your portfolio, tax-smart
investing and managing volatility and risk. 

Investing guides

Learn how to manage your wealth and help meet your personal financial goals.

Tools & calculators overview
Savings calculator

Plan your savings — whether for education, retirement, or every moment in
between.

Growth calculator

Find out how much your savings will grow over time by making regular
investments.

Investment Finder

Search through our products using a wide range of filters and criteria.

Tax calculator

Estimate your year-end tax balance and see your tax savings when you change your
RRSP contribution.

Tax-Smart calculator

Determine how much monthly cash flow you could receive from your Fidelity
Tax-Smart CashFlow™ investment.

Retirement calculator

Discover how much you need to retire — and whether you're heading in the right
direction. 

Volatility toolbox

Try our 4 interactive tools for understanding the markets.

Advisor toolkits

Access tools such as portfolio intelligence, fund switch validator, Fidelity
ClearPlan® Custom Fund Portfolios and more.

Insights overview
Articles, webcasts & podcasts

Check out our articles, webcast, podcasts and more for our latest insights. 

Webcast registration

Our live, interactive webcasts give you insights and information from Fidelity
subject-matter experts. 

Market updates

Gain market insights from Fidelity experts. 

Awards

When we win, so do you.

Morningstar five-star rated funds

Dozens of five-star rated funds. Thousands of happy investors.

For advisors overview
Fund codes

View the complete list of Fidelity Fund and ticker codes.

Fund Facts & ETF Facts

Search for Fund Fact documents for all Fidelity mutual funds or ETFs.

Administration, fees, forms

Find all related forms, information about compensation, fees and investment
loans.

Regulatory updates

Related tools and information to help you with know-your-product requirements
and other regulatory updates.

Advisor toolkits

Access tools such as portfolio intelligence, fund switch validator, Fidelity
ClearPlan® Custom Fund Portfolios and more.

Events & seminars

Check here for the dates of upcoming sessions.

CE credits

View online courses and earn continuing education credits.

Family Office and Private Counsel Services

Support your family office or private counsel business with access to Fidelity's
global network. 


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INVESTOR EDUCATION


FEATURED CONTENT YOU MIGHT LIKE


2024 CANADIAN INCOME TAX BRACKETS

Check out this easy-to-understand refresher on how the Canadian tax system
works, featuring 2024 Canadian income tax brackets, rates, and dates.

video-player


Canadian inheritance tax: Is there such a thing?
Tom Drake


video-player


How much do Canadians need to save per year for retirement?

video-player


What is the average retirement income in Canada?

TFSA Basics

Regardless of what you’re saving for, a TFSA is a great way to reach any
financial goal.


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Mutual funds and ETFs

What’s the difference between a mutual fund and an ETF? Learn the basics of
each.


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RRSPs 101

You can reduce tax on your current income when you save for future. Here are six
RRSP tips.


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Maximize an RESP

Make the most of government grants and pick the right investments for a child’s
education.


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Read more investor insights

 


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Source: Fidelity Investments Canada ULC, as at October 4, 2024

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Commissions, fees and expenses may be associated with investment funds. Read a
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investors may experience a gain or loss.  Past performance may not be repeated.

Read our privacy policy.  By using or logging in to this website, you consent to
the use of cookies as described in our privacy policy.

This site is for persons in Canada only.  Mutual funds and ETFs sponsored by
Fidelity Investments Canada ULC are only qualified for sale in the provinces and
territories of Canada.

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FIDELITY INVESTMENTS CANADA ULC

© 2024 Fidelity Investments Canada
ULC. All rights reserved. Fidelity Investments is a registered trademark of
Fidelity Investments Canada ULC.


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Toronto, Ontario
M5G 2N7

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