Headquarters:
483 Bay St, Suite 300, Toronto, ON M5G 2N7
Year founded:
1987
Number of employees:
1,462
Phone:
416 307 5200
Email:
HROperations@fidelity.ca
Website:
fidelity.ca
LinkedIn:
linkedin.com/company/fidelitycanada
“We have a relatively traditional benefits program, but it’s a very generous program that’s intended to fulfil the needs of all of our employees and their families”
Diana Godfrey,
Fidelity Canada
FIDELITY CANADA
Andrew Wells (he/him/his)
President and Head
Rob Strickland (he/him/his)
President, Fidelity Investments Canada
Scott MacKenzie (he/him/his)
President, Fidelity Clearing Canada
Leadership
Andrew Wells is the president and head of Fidelity Canada. He is responsible for the company’s strategic development and executive leadership. His mandate includes working to bring the best of Fidelity’s global organization to our Canadian clients, including a wide array of products, tools, and investment insights. A member of Fidelity International’s Global Operating Committee, Andrew represents the excellence developed in each of the Canadian businesses within the broader Fidelity Organization. Before assuming his current role, Andrew was Global Chief Investment Officer of Fixed Income, Solutions, and Real Estate at Fidelity International.
President and Head
Andrew Wells (he/him/his)
Rob Strickland is the president of Fidelity Investments Canada (FIC), which manages over $190 billion (as of August 5, 2022) in retail and institutional assets on behalf of Canadian investors. Rob has responsibility for FIC’s functional support areas, including sales management, product development, product management, marketing, legal and compliance, operations and technology, human resources, and finance. Rob leads FIC’s senior executive team and sits on the Boards of Directors of Fidelity Investments Canada ULC and a related company that reports to global Fidelity organizations. He joined Fidelity in 2003 as the executive vice president and head of Fidelity advisor sales. He was appointed to his current position in March 2005.
President, Fidelity Investments Canada
Rob Strickland (he/him/his)
Scott MacKenzie is the president of Fidelity Clearing Canada, a leading provider of outsourced clearing and custody services to broker dealers and portfolio managers across Canada. A business development leader with more than 20 years of experience in the financial services industry, Scott has been with the company since 2011, when he joined the firm as senior vice president, business development, with responsibility for sales, relationship management, platform strategy and marketing.
President, Fidelity Clearing Canada
Scott MacKenzie (he/him/his)
“We have a relatively traditional benefits program, but it’s a very generous program that’s intended to fulfil the needs of all of our employees and their families”
Diana Godfrey,
Fidelity Canada
“From an HR perspective, mental health and wellbeing is still top of mind for us … To build awareness and eliminate the stigma, Fidelity has been involved with CAMH and has hosted training for our employees for years”
Diana Godfrey,
Fidelity Canada
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“From an HR perspective, mental health and wellbeing is still top of mind for us … To build awareness and eliminate the stigma, Fidelity has been involved with CAMH and has hosted training for our employees for years”
Diana Godfrey,
Fidelity Canada
“We have a relatively traditional benefits program, but it’s a very generous program that’s intended to fulfil the needs of all of our employees and their families”
Diana Godfrey,
Fidelity
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Phil McDowell (he/him/his)
Senior Vice President, Finance and Chief Financial Officer
Phil McDowell is the senior vice president, finance and chief financial officer at FIC. In this role, he is responsible for management reporting, budgeting and financial analysis, strategic planning, treasury, and tax functions for Fidelity Canada. He joined Fidelity in 1998. Prior to assuming his current role, he was senior vice president and chief administrative officer for Pyramis Global Advisors. He has also served as CFO and treasurer of Fidelity Management Trust Company, Vice President of Finance for Fidelity Investments Institutional Services Company, and Vice President and CFO of Fidelity Group Pensions Canada.
Senior Vice President, Finance and Chief Financial Officer
Phil McDowell (he/him/his)
Sian Burgess (she/her/hers)
Senior Vice President, Fund Oversight
Sian Burgess is senior vice president, fund oversight for Fidelity Investments Canada ULC, a role she has held since October 2007. She is responsible for Fidelity Canada’s fund treasury, risk, legal, compliance and procurement functions and serves as corporate secretary for the Board of Directors.
Senior Vice President, Fund Oversight
Sian Burgess (she/her/hers)
For Diana Godfrey, senior vice-president, human resources and corporate affairs at Fidelity Canada, being a great place to work goes beyond brand or strategy – it all comes back to the people. Godfrey told HRD that Fidelity’s diverse mix of employees collectively fosters a culture of openness and honesty.
“We pride ourselves on having a culture where people are free to speak up,” she explained. “When people feel empowered to voice their opinions, it allows us to adapt our practices and meet the needs of the business as a whole.”
While Godfrey always knew her employees at Fidelity were one of a kind, the pandemic highlighted the dedication of the entire organization through their unbreakable sense of community, despite operating through unprecedented times.
“From an HR perspective, mental health and wellbeing is still top of mind for us … To build awareness and eliminate the stigma, Fidelity has been involved with CAMH and has hosted training for our employees for years”
Diana Godfrey,
Fidelity Canada
Andrew Marchese (he/him/his)
Chief Investment Officer and Portfolio Manager
Cameron Murray
Senior Vice President, Client Services and Chief Information Officer
Diana Godfrey (she/her/hers)
Senior Vice President, Human Resources and Corporate Affairs
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Andrew Marchese is the chief investment officer and portfolio manager at Fidelity Investments Canada ULC. He leads a team of portfolio managers and equity research professionals responsible for managing several institutional strategies and mutual funds, primarily for the Canadian market. In addition, he oversees Fidelity Canada Investment Management. He joined Fidelity in 1998 and was appointed chief investment officer in January 2014. In 2007, he was the director of research, and in 2009, he was appointed head of Canadian equities at the firm.
Chief Investment Officer and Portfolio Manager
Andrew Marchese (he/him/his)
Cameron Murray is the senior vice president, client services and CIO for Fidelity Investments Canada ULC. In this capacity, he oversees both technology and operations for the organization in Canada. He joined Fidelity in December 1999 as Vice President, Systems Operations. He currently serves as a member of the board of directors for FundSERV, where he has been an executive committee and board member since 2002. He is also on the board of directors for Fidelity Investments Canada ULC.
Senior Vice President, Client Services and Chief Information Officer
Cameron Murray
Diana Godfrey joined Fidelity in 1995, and is currently the senior vice-president, human resources and corporate affairs. She has 27 years of industry experience and has driven innovation and transformative changes to employee benefits, talent development, charitable and diversity and inclusion programs, which have strengthened Fidelity Canada’s position as a top caring employer. She championed the implementation of Fidelity Canada’s value proposition, committed to improving the employee experience to meet their individual needs and the community at large. Fidelity Canada has been recognized with multiple employer awards and designations, which celebrate its work culture and atmosphere, corporate philanthropic initiatives, and health and benefits, to name just a few.
Senior Vice President, Human Resources and Corporate Affairs
Diana Godfrey (she/her/hers)
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Andrew Marchese (he/him/his)
Chief Investment Officer and Portfolio Manager
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Diana Godfrey (she/her/hers)
Senior Vice President, Human Resources and Corporate Affairs
Cameron Murray
Senior Vice President, Client Services and Chief Information Officer
Andrew Marchese is the chief investment officer and portfolio manager at Fidelity Investments Canada ULC. He leads a team of portfolio managers and equity research professionals responsible for managing several institutional strategies and mutual funds, primarily for the Canadian market. In addition, he oversees Fidelity Canada Investment Management. He joined Fidelity in 1998 and was appointed chief investment officer in January 2014. In 2007, he was the director of research, and in 2009, he was appointed head of Canadian equities at the firm.
Chief Investment Officer and Portfolio Manager
Andrew Marchese (he/him/his)
Cameron Murray is the senior vice president, client services and CIO for Fidelity Investments Canada ULC. In this capacity, he oversees both technology and operations for the organization in Canada. He joined Fidelity in December 1999 as Vice President, Systems Operations. He currently serves as a member of the board of directors for FundSERV, where he has been an executive committee and board member since 2002. He is also on the board of directors for Fidelity Investments Canada ULC.
Senior Vice President, Client Services and Chief Information Officer
Cameron Murray
Diana Godfrey joined Fidelity in 1995, and is currently the senior vice-president, human resources and corporate affairs. She has 27 years of industry experience and has driven innovation and transformative changes to employee benefits, talent development, charitable and diversity and inclusion programs, which have strengthened Fidelity Canada’s position as a top caring employer. She championed the implementation of Fidelity Canada’s value proposition, committed to improving the employee experience to meet their individual needs and the community at large. Fidelity Canada has been recognized with multiple employer awards and designations, which celebrate its work culture and atmosphere, corporate philanthropic initiatives, and health and benefits, to name just a few.
Senior Vice President, Human Resources and Corporate Affairs
Diana Godfrey (she/her/hers)
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Andrew Marchese (he/him/his)
Chief Investment Officer and Portfolio Manager
Diana Godfrey (she/her/hers)
Senior Vice President, Human Resources and Corporate Affairs
Cameron Murray
Senior Vice President, Client Services and Chief Information Officer
Anthony Dippolito
Chief Wellness Officer
Andrew Marchese is the chief investment officer and portfolio manager at Fidelity Investments Canada ULC. He leads a team of portfolio managers and equity research professionals responsible for managing several institutional strategies and mutual funds, primarily for the Canadian market. In addition, he oversees Fidelity Canada Investment Management. He joined Fidelity in 1998 and was appointed chief investment officer in January 2014. In 2007, he was the director of research, and in 2009, he was appointed head of Canadian equities at the firm.
Chief Investment Officer and Portfolio Manager
Andrew Marchese (he/him/his)
Cameron Murray is the senior vice president, client services and CIO for Fidelity Investments Canada ULC. In this capacity, he oversees both technology and operations for the organization in Canada. He joined Fidelity in December 1999 as Vice President, Systems Operations. He currently serves as a member of the board of directors for FundSERV, where he has been an executive committee and board member since 2002. He is also on the board of directors for Fidelity Investments Canada ULC.
Senior Vice President, Client Services and Chief Information Officer
Cameron Murray
Diana Godfrey joined Fidelity in 1995, and is currently the senior vice-president, human resources and corporate affairs. She has 27 years of industry experience and has driven innovation and transformative changes to employee benefits, talent development, charitable and diversity and inclusion programs, which have strengthened Fidelity Canada’s position as a top caring employer. She championed the implementation of Fidelity Canada’s value proposition, committed to improving the employee experience to meet their individual needs and the community at large. Fidelity Canada has been recognized with multiple employer awards and designations, which celebrate its work culture and atmosphere, corporate philanthropic initiatives, and health and benefits, to name just a few.
Senior Vice President, Human Resources and Corporate Affairs
Diana Godfrey (she/her/hers)
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
“We really want to make sure that our programs are the best ones for our employees,” she explained. “As such, we have a relatively traditional benefits program, but it’s a very generous program that’s intended to fulfil the needs of all of our employees and their families. That, in and of itself, can be challenging – so, we’ve added a flexible component, so that if it’s not covered in our program, there’s some spending that’s available to our people.”
From flash draws for concerts and sporting events, to two treat days per week, Fidelity is all about people coming together to encourage collaboration and, ultimately, fun. Looking ahead to the rest of 2022 and beyond, Godfrey revealed that she’ll be taking a core focus on mental health – as well as supporting their people back to dynamic working, Fidelity Canada’s flexible working program.
“From an HR perspective, mental health and wellbeing is still top of mind for us,” she said. “The challenges people have experienced aren’t going away – and while we probably had a lot of them before, we really weren’t as cognizant of them as we needed to be. Nowadays, we’re all just more in tune to it. To build awareness and eliminate the stigma, Fidelity has been involved with CAMH and has hosted training for our employees for years. I’m proud that we’re recognizing that and making changes. At Fidelity, our programs will continue to develop, we always strive to look for best practices, learning from our colleagues, the inspirational organizations out there, and the industry as a whole.”
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“The level of commitment that employees have shown to our clients, to each other, and to the organization throughout the pandemic has been exceptional,” she added. “And because of that, we really went above and beyond in supporting them too. While the pandemic was disruptive, it also allowed us to better know and understand our people. We saw them continually giving 100% in remote work – balancing their families and their responsibilities with their commitment to the company. That was pretty inspiring to see.”
At Fidelity, their unique set of perks are as generous as they are personalized. Godfrey told HRD that even if their packages don’t include a specific type of benefit, there are additional funds that employees can dip in to from time to time.
“The level of commitment that employees have shown to our clients, to each other, and to the organization throughout the pandemic has been exceptional,” she added. “And because of that, we really went above and beyond in supporting them too. While the pandemic was disruptive, it also allowed us to better know and understand our people. We saw them continually giving 100% in remote work – balancing their families and their responsibilities with their commitment to the company. That was pretty inspiring to see.”
At Fidelity, their unique set of perks are as generous as they are personalized. Godfrey told HRD that even if their packages don’t include a specific type of benefit, there are additional funds that employees can dip in to from time to time.