Headquarters:
483 Bay St, Suite 300, Toronto, ON M5G 2N7
Year founded:
1987
Number of employees:
2,482
Phone:
416 307 5200
Email:
hroperations@fidelity.ca
Website:
fidelity.ca
LinkedIn:
linkedin.com/company/fidelitycanada
“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”
Brett Bastow, IQumulate Premium FundinG
Andrew Wells (he/him/his)
Head of Fidelity Canada
Rob Strickland (he/him/his)
President
Fidelity Investments Canada
Kevin Barber (he/him/his)
President
Fidelity Clearing Canada
Leadership
Andrew Wells is the president and head of Fidelity Canada, and the chief information officer of Fidelity International. 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 the company’s 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, Wells was global chief investment officer of fixed income, solutions, and real estate at Fidelity International.
Head of 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 industry in 1984. Before joining Fidelity, he held a number of positions with TD Bank Financial Group, including president, TD Waterhouse Financial Planning; chief operating officer, Tokyo-Mitsubishi TD Waterhouse Securities Co. in Tokyo; and president, TD Evergreen.
President
Fidelity Investments Canada
Rob Strickland (he/him/his)
Kevin Barber is an accomplished business leader with more than 25 years of financial services experience in various sectors including finance, product development, marketing, institutional sales and service, fund treasury, and risk management. In his role as president of FCC, Barber is responsible for overseeing all operations of the business and working closely with his colleagues within Fidelity Canada.
Barber has been with Fidelity for over 20 years, where he held several senior management positions, including his most recent position as SVP of client services at Fidelity Investments Canada. In addition to his SVP client services role at FIC, Barber joined FCC as chief administration officer in October 2016.
Prior to his tenure at Fidelity, Barber worked in public accounting and management consulting at KPMG and PricewaterhouseCoopers (PwC), respectively, and worked in the property and casualty insurance sector. He holds an honours degree from the University of Waterloo and an MBA from York University. Additionally, he is a certified Chartered Professional Accountant.
President
Fidelity Clearing Canada
Kevin Barber (he/him/his)
BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs
Leadership
Leadership
Jason Louie (he/him/his)
Chief Financial Officer
Fidelity Canada
Jason Louie joined FIC in 2005. He is the chief financial officer for Fidelity Investments Canada and oversees the financial management and corporate services of the broader Fidelity Canada organization. During his tenure, Louie has held a variety of progressively more senior roles across the finance and corporate services function. He is a member of FIC’s Senior Executive Team (SET) and the Fidelity Canada Executive Team (FCET).
Prior to Fidelity, Louie was at PricewaterhouseCoopers (PwC), where he spent five years within the audit team specializing in telecommunications, mining, and financial services industries.
Following his time in auditing, Louie moved to a newly formed Transaction Services team within PwC, which focused on financial due diligence work for corporate and financial buyers.
He holds a Master’s of Accounting degree from the University of Waterloo and is a Chartered Professional Accountant (CPA).
Chief Financial Officer
Fidelity Canada
Jason Louie (he/him/his)
Sian Burgess (she/her/hers)
Senior Vice President, Fund Oversight,
Fidelity Investments Canada
Sian Burgess joined FIC in October 2007 as senior vice president and deputy general counsel with responsibility for the Canadian organization’s legal, compliance, fund treasury, and risk functions.
Before joining FIC, Burgess was senior vice president, general counsel, chief compliance officer, and corporate secretary for IGM Financial. She became part of IGM when Power Corp. acquired Mackenzie, where she spent 16 years progressing through increasingly senior roles.
Senior Vice President, Fund Oversight,
Fidelity Investments Canada
Sian Burgess (she/her/hers)
Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues.
In the past year, the firm’s growth has been notable. It has:
• experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year
• improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40%
• significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience
• expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group
Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers.
The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.
“IQumulate is on a technology journey, and we’re just getting started”
Wayne Tower,
IQumulate Premium Funding
Andrew Marchese (he/him/his)
Chief Investment Officer and Portfolio Manager
Fidelity Canada Investment Management
Russell Kaunds (he/him/his)
Chief Technology Officer Fidelity Investments Canada
Diana Godfrey (she/her/hers)
Senior Vice-President, Human Resources and Corporate Affairs
Fidelity Investments Canada
Pam Chhabra
Manager – Residential Strata
Andrew Marchese is chief information officer 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.
Marchese’s portfolio management responsibilities include the Fidelity Canadian Systematic Equity Institutional and Fidelity Canadian Core Equity Institutional investments strategies for institutional clients. He 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 chief investment officer in January 2014. He joined Fidelity in August 1998 as an equity research associate.
Chief Investment Officer and Portfolio Manager
Fidelity Canada Investment Management
Andrew Marchese (he/him/his)
Russell Kaunds is the chief technology officer for Fidelity Investments Canada ULC. In this capacity, he oversees information technology for the organization in Canada. He is also a member of the Senior Executive Team (SET) for FIC and a member of the Fidelity Canada Executive Team (FCET).
Kaunds joined Fidelity in May 2001 as manager, systems operations. Before joining Fidelity, he held a number of positions within CitiBank, Reliance Capital, Société Générale, and PricewaterhouseCoopers. He worked in India, the EMEA region, and Singapore before settling in Canada.
Chief Technology Officer Fidelity Investments Canada
Russell Kaunds (he/him/his)
Diana Godfrey is senior vice-president, HR and corporate affairs. In this role, she oversees industry-leading employee experience, employee benefits, learning, talent development, diversity and inclusion, charitable, dynamic working, communications, digital media, and market research functions and programs for the Fidelity Canada organization.
Godfrey has over 27 years of industry experience. She joined the HR department at FIC in 1995. Before joining Fidelity, she was head of human resources 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
Fidelity Investments Canada
Diana Godfrey (she/her/hers)
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view.
IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance.
“We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.
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What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.”
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
IQumulate invests in education and people, which are vital to attracting new business and talent to the company.
“We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.”
Clients can also expect a lot from working with IQumulate.
“Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”
IQumulate invests in education and people, which are vital to attracting new business and talent to the company.
“We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.”
Clients can also expect a lot from working with IQumulate.
“Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”
What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share.
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
“We’ve implemented flexible options because we know that what works for one employee might not work for another. We aim to give people the tools and support they need to thrive”
Diana Godfrey,
Fidelity Canada
“We’re proud of our culture of listening. Our goal is to be transparent and respond to feedback so we can keep improving the experience for every employee”
Diana Godfrey,
Fidelity Canada
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
Fidelity Canada has consistently earned a spot on HRD’s Best Places to Work list by fostering a workplace where people feel respected, supported, and heard. Employees will tell you their voices matter – and they’re part of a team working toward meaningful goals that improve the financial future of Canadians.
What truly sets Fidelity Canada apart is what happens after employees speak up: the company listens, then acts. People see real changes in the things that help them do their jobs better and feel more connected to their workplace. For example, in response to feedback about rising food prices, Fidelity Canada opened Cafédelity, an on-site cafeteria offering affordable, subsidized meals starting at under $4.
Listening to employees can also mean offering flexible schedules that support work-life balance, providing mental health resources that shows the company genuinely cares, and creating a culture of inclusion through actions that helps everyone feel a true sense of belonging.
“We’re proud of our culture of listening,” says Diana Godfrey, SVP, human resources and corporate affairs. “Our goal is to be transparent and respond to feedback so we can keep improving the experience for every employee. That’s what helps us stand out as a top employer.”
Fidelity Canada’s culture is rooted in its core values of trust and integrity. These values are brought to life through everyday behaviours the company encourages, such as being:
brave enough to challenge the status quo
bold enough to think differently
curious enough to keep learning
compassionate in interactions with clients, colleagues, and the community
These behaviours shape how decisions are made and how employees engage with one another every day.
One area where Fidelity Canada shines is its strong commitment to diversity, equity, and inclusion. The company has five employee resource groups (ERGs) that champion LGBTQ2S+ employees, women, Black and Latino communities, people with varying abilities, and Asian employees. These ERGs help drive mentoring, career development, and networking opportunities. They also contribute to the business and culture through education and allyship.
Fidelity Canada also maintains strong relationships with charitable partners. In 2024 alone, employees contributed nearly 1,800 hours volunteering in the community. Its partnerships with organizations such as BlackNorth, Onyx, Holland Bloorview Ready to Work, and Indigenous Works further underscore its dedication to building an inclusive workplace that reflects the communities it serves.
Fidelity Canada also offers flexible hours, job sharing, and a work-abroad program that allows employees to spend up to three weeks each year working from another country where the company operates.
“We’ve implemented flexible options because we know that what works for one employee might not work for another,” says Godfrey. “We aim to give people the tools and support they need to thrive.”
Fidelity Canada is committed to fostering a culture of excellence, with learning and development at its core. Its robust programs are accessible to all employees – including students – and are designed to help individuals reach their full potential. The company’s 4Growth model, learning platforms, leadership programs, and mentoring initiatives provide clear pathways for advancement at every level. Meanwhile, the student program and sales development pipeline help cultivate the next generation of talent from within.
Fidelity Canada is a wellness-conscious workplace. Mental health benefits provide up to $5,000 annually for full-time employees. The firm offers extended leave, fertility support, family care leave, and more. On-site amenities include several hydration stations, a walking station, a wellness centre that hosts a prayer room, inclusive washrooms, showers, a mother’s room, a massage chair, and more.
By creating a workplace that listens, adapts, and invests in its people, Fidelity Canada has earned its reputation as one of the country’s best employers – and it continues to build on that momentum.
Fidelity Canada is a leading financial services provider with over $446 billion assets under management and administration as of July 2025. It is part of a broader group of companies, collectively known as Fidelity Investments, one of the world’s largest providers of financial services.
Youtube:
youtube.com/@FidelityCanada
Website:
fidelity.ca
LinkedIn:
linkedin.com/company/fidelitycanada