Fidelity Investments Canada ULC
Overview
Fidelity Investments Canada ULC is a Canadian investment management firm that provides a diverse array of mutual funds and investment solutions to individual and institutional investors. The firm offers products across various asset classes, including equity, fixed income, asset allocation, alternative investments, and real estate, catering to a wide range of investment objectives and risk profiles. With a strong presence in Canada, Fidelity Investments Canada ULC serves over 2.1 million Canadian investors and manages approximately $350 billion in assets as of January 5, 2026. The firm's investment strategies encompass multiple stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, Fidelity Investments Canada ULC focuses on Canada, the United States, international markets, and global opportunities. The firm invests across a broad spectrum of industries, including technology, healthcare, financial services, consumer goods, energy, utilities, materials, telecommunications, real estate, industrials, consumer services, basic materials, consumer non-durables, technology hardware, and software. Fidelity Investments Canada ULC is committed to delivering long-term performance for its clients, with portfolio manager compensation significantly weighted to the three- and five-year time periods. The firm's proprietary research drives its investment decisions, and it does not share, sell, or trade its research. This approach underscores Fidelity Investments Canada ULC's dedication to supporting and accelerating its clients' success through resourcefulness, support, and inspiring confidence in their financial futures.
Investment Focus
- Accredited Investor Status
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Fidelity Investments Canada ULC
What sectors does Fidelity Investments Canada ULC invest in?
Fidelity Investments Canada ULC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Ontario, Canada. Fidelity Investments Canada ULC is listed as a mutual fund in the ConnectSafely investor database.
What stage does Fidelity Investments Canada ULC invest at?
Fidelity Investments Canada ULC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 1B.
Which regions does Fidelity Investments Canada ULC invest in?
Fidelity Investments Canada ULC invests across United States, Canada, Global and International.
What companies has Fidelity Investments Canada ULC invested in?
Fidelity Investments Canada ULC's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
