Headquarters:

483 Bay St, Suite 300, Toronto, ON M5G 2N7

Year founded:

1987

Number of employees:

1,726

Phone:

416 307 5200

Email:

hroperations@fidelity.ca

Website:

https://www.fidelity.ca/en/

LinkedIn:

https://www.linkedin.com/company/fidelitycanada

“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”

Erica Kofie, QBE

Andrew Wells (he/him/his)

President and Head, Fidelity Canada

Rob Strickland (he/him/his)

President, Fidelity Investments Canada ULC

Scott MacKenzie (he/him/his)

President, Fidelity Clearing Canada

Leadership

Andrew Wells is the president and head of Fidelity Canada. He is responsible for Fidelity Canada’s strategic development and executive leadership. His mandate includes working to bring the best of Fidelity’s global organization to its Canadian clients, including a wide array of products, tools, and investment insights. A member of Fidelity International’s Global Operating Committee, Wells represents the excellence developed in each of the Canadian businesses within the broader Fidelity organization. Before assuming his current role, he was global chief investment officer of fixed income, solutions, and real estate at Fidelity International.

President and Head, Fidelity Canada

Andrew Wells (he/him/his)

Rob Strickland is president of Fidelity Investments Canada ULC (FIC). He joined FIC in 2003 as executive vice president and head of Fidelity Advisor Sales. He was appointed to his current position in March 2005. Strickland started in the financial services industry in 1984. Before joining Fidelity, he held a number of senior positions with TD Bank Financial Group, including president of TD Waterhouse Financial Planning, chief operating officer of Tokyo-Mitsubishi TD Waterhouse Securities in Tokyo, and president of TD Evergreen.

President, Fidelity Investments Canada ULC

Rob Strickland (he/him/his)

Scott MacKenzie is the president of Fidelity Clearing Canada (FCC), 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, MacKenzie has been with Fidelity Clearing Canada 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)

Erica Kofie, QBE

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

Phil McDowell (he/him/his)

Senior Vice President, Finance and Chief Financial Officer

Phil McDowell is the senior vice president, finance and CFO at FIC. In his current role, McDowell 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, McDowell 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, 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 joined FIC in October 2007 as senior vice president and deputy general counsel responsible for the Canadian organization’s legal, compliance, fund treasury, and risk functions. Prior to her current position, Burgess was senior vice president, general counsel, chief compliance officer, and corporate secretary for IGM Financial. Burgess became part of IGM when Power Corp. acquired Mackenzie, where she spent 16 years progressing through increasingly senior roles.

Senior Vice President, Fund Oversight

Sian Burgess (she/her/hers)

For more than 30 years, Fidelity Canada has built a compassionate, people-centred culture that delivers an employee experience where everyone feels valued, included and well supported. As a privately held company, Fidelity invests in long-term plans and initiatives for success. Their culture of listening and improving sets them apart as a top financial services provider and employer. Fidelity Canada's 2023 goals are to delight clients, improve operations, and create a great workplace culture. “Trust and integrity are our guiding values, and the foundation upon which Fidelity’s culture and business practices are built. We value authentic and honest conversations, and create programs that help our colleagues, their family members and their communities prosper,” Diana Godfrey, Senior Vice-President, Human Resources and Corporate Affairs. Fidelity’s diversity, equity and inclusion efforts are aligned with their overall business objectives and values, ensuring that all employees can thrive and contribute to the success of the business. Many of their Senior Executives support Employee Resource Groups (ERGs) by volunteering to be ERG sponsors. By assigning an executive sponsor to ERGs, these groups get support at the highest level of leadership. Fidelity has received numerous accolades for their industry leadership, including 16 Lipper Fund Awards in 2022. For 17-years straight, the Environics Advisor Perception Study ranked Fidelity Investments Canada #1 overall in the mutual fund industry. They are the only firm to hold this first-place title for a 17-year stretch. To further encourage exceptional performance and support of business objectives, the company offers three reward and recognition programs: Leadership Awards ($1,000), You Earned It Award ($150), and On the Spot Award ($25). These programs recognize both individual contributors and managers.

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

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

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Andrew Marchese is CIO and portfolio manager at Fidelity Canada Investment Management. In this role, he leads a team of portfolio managers, equity and credit research professionals, traders, and other professionals responsible for managing and supporting many retail and institutional strategies. His portfolio management responsibilities include the Fidelity Canadian Systematic Equity Institutional and Fidelity Canadian Core Equity Institutional investment strategies for institutional clients. Marchese also manages the Fidelity Canadian Disciplined Equity Fund, the Fidelity Concentrated Canadian Equity Private Pool, and the Fidelity Canadian Equity Private Pool. He was appointed CIO in January 2014. He joined Fidelity in August 1998 as an equity research associate.

Andrew Marchese (he/him/his)

Cameron Murray is the senior vice president, client services, and chief information officer for Fidelity Investments Canada. In this role, he oversees both technology and operations for the Fidelity Canada organization. Murray joined Fidelity in December 1999 as vice president, systems operations. Prior to that, he worked in operations and systems areas of RBC Dominion Securities, where he held several senior positions, including vice president and director, systems and technology.

Senior Vice President, Client Services and Chief Information Officer

Cameron Murray

As SVP for HR and corporate affairs, Diana Godfrey oversees industry-leading employee experience, employee benefits, learning, talent development, diversity and inclusion, charitable activities, future of work, communications, and market research functions and programs for the Fidelity Canada organization. Godfrey has over 27 years of industry experience. She joined FIC’s HR team in 1995. Before joining Fidelity, she was head of HR for a division of Sandvik Canada, a multinational engineering company specializing in industrial cutting tools and metal-cutting technology.

Senior Vice President, Human Resources and Corporate Affairs

Diana Godfrey (she/her/hers)

Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.

Partner

Kimi Shah

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

In addition to promoting excellence in the workplace, Fidelity Canada also recognizes the importance of giving back to the community. In 2022, Employees volunteered more than 730 hours at organizations including BGC Canada, Daily Bread Food Bank, and Rose of Sharon Services. To further support community involvement, full-time employees with six months of service receive two paid days off to volunteer each year. Fidelity recognizes that in today’s remote work environment, employees have more virtual meetings than ever before. To alleviate videoconferencing fatigue, Fidelity has implemented a policy granting employees a day off from Zoom meetings once per month, allowing them to catch up on work. As part of Fidelity’s commitment to creating an inclusive workplace, they’ve designed a new inclusive wellness centre with gender-neutral washrooms and showers, a prayer and meditation room, a first-aid room, water fountain and a mother's room. There is also a library for employees to borrow and donate books, games room, walking station and more. For those in need of a pick-me-up, the company offers complimentary gourmet coffee and other beverages from the in-office barista from Monday to Thursday. Fidelity’s hybrid work model, dynamic working, includes special treat days to celebrate reconnecting with colleagues in the office and quarterly catered lunches. Last year, Fidelity held 101 treat days across their offices in support of local vendors and businesses. Fidelity has also created an educational video series called Money Gains for high school students to learn about investing principles and the benefits of investing early. Finally, earlier this year Fidelity introduced new benefits, including coverage for gender-affirmation, erectile dysfunction drugs, and access to a personalized medicine program.

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“Trust and integrity are our guiding values, and the foundation upon which Fidelity’s culture and business practices are built. We value authentic and honest conversations, and create programs that help our colleagues, their family members and their communities prosper”

Diana Godfrey, Fidelity Canada