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The Upside
Fidelity Canada
44 episodes
1 week ago
Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™
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Investing
Business
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All content for The Upside is the property of Fidelity Canada and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™
Show more...
Investing
Business
Episodes (20/44)
The Upside
November market moves with “Quant Boss” Denise Chisholm
November’s market story is unfolding — and Fidelity’s Director of Quantitative Market Strategy Denise Chisholm, aka the “Quant Boss,” joins The Upside to reveal the sector trends, historical patterns, and market correlations that could shape investor decisions this month. Tune in to find out what’s catching attention and why it could matter for your portfolio heading into year-end. Recorded on November 10, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 week ago
17 minutes

The Upside
All-In-One ETFs: The hype, the strategy and what it means for markets – Mark Verrilli and Adam Dickson
All-in-One ETFs are gaining traction, but what’s driving their popularity right now? In this episode of The Upside, we break down how these diversified, low-maintenance investment vehicles are performing in today’s market – and explore the role they could play in helping investors build resilient portfolios. ETF Strategists Mark Verrilli and Adam Dickson share their insights. Recorded on October 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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2 weeks ago
15 minutes

The Upside
Emerging tech: Trends, shifts, and why you should care – John Bradley
Join John Bradley, Director, Emerging Technologies, to dive into all things AI and technology. John joins host Tamara Radocaj to discuss how AI is evolving in our society, including within the financial services industry, and at Fidelity specifically. What should you be watching for in this dynamic space? Take a listen to find out. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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2 weeks ago
18 minutes

The Upside
ICYMI: October's top stories and highlights
Catch up on the key moments and big stories from October, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings. Recorded on October 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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3 weeks ago
29 minutes

The Upside
BoC rate decision explained with Ilan Kolet
The Bank of Canada just made its latest rate call, and it’s already stirring up questions about the future of the economy. Investors: if you’re looking for clarity in the wake of this rate decision, this special episode with Ilan Kolet will help make sense of what’s happening and what it could mean for your investment strategy. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.  
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3 weeks ago
18 minutes

The Upside
How liquid alts can expand your diversification opportunities – David Way and Brendan Sims
Are you interested in alternative investments and don’t know where to start? On this episode of The Upside, Dave Way, Portfolio Manager, Fidelity Long/Short Alternative Fund, and Brendan Sims, Alternative Strategist, unpack how Fidelity’s liquid alternatives can complement traditional equity portfolios. They will also highlight the recently launched Fidelity Multi-Alt Equity Fund, which offers a streamlined way to access the breadth of Fidelity’s liquid alternative capabilities in a single solution. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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3 weeks ago
15 minutes

The Upside
The Upside: Ticker talk with EJB: Ep. 5 with Cameron Chamberlain
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of The Upside: Ticker Talk for a discussion with Cameron Chamberlain, Director of Portfolio Solutions, about the rise of leveraged ETFs, how to become diversified with ETFs, and Cam’s top three tips for building out a portfolio with ETFs. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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4 weeks ago
41 minutes

The Upside
Themes driving global markets in October 2025 – Denise Chisholm
Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in October 2025 that investors should be looking at to evaluate the strength of the market. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
17 minutes

The Upside
Making multi-strategy alt funds work for you – Rory Poole and Brendan Sims
What does “alternative investments” mean, and why do they matter now? As a follow-up to last month’s “Demystifying alternative investments: Practical insights for modern portfolios,” join Rory Poole, Director, Alternatives, and Brendan Sims, Alternatives Strategist, as they do a deep dive on different types of multi-strategy funds, including the different types of liquid alternatives, Fidelity’s advantages in this space and how they can fit into your investment plans. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
14 minutes

The Upside
Back to school: Setting your kids up for financial success – Julianna Martino
Learning how to manage your finances and save for the future can begin at any age, but getting started can feel overwhelming for many young people. Join us on the latest episode of the Upside for a candid conversation with sustainable investment specialist Julianna Martino about helping your kids build their long-term financial goals. Host Emily Anonuevo will also speak directly with local students to learn more about their ambitions and concerns when it comes to saving and investing at the beginning of their financial journeys. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
16 minutes

The Upside
Going global: 2025's shift from U.S. market dominance – Tom Stevenson
Tom Stevenson, Investment Director at Fidelity International, shares his perspectives on what he is seeing first-hand in London, with European stock markets having outperformed U.S. markets during this turbulent year. Tom also shares what big global stories should be on your radar for the remainder of 2025 – and we'll hear his Vancouver Island summer vacation highlights. Recorded on September 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
20 minutes

The Upside
The Upside: Ticker talk with EJB: Ep. 4 with Patrick McEntyre
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Patrick McEntyre, Co-Head of Institutional Sales for ETFs, Portfolio Trading, Electronic Trading, and Equity Derivatives at National Bank, about the popularity of multi-asset ETFs, the difference between covered-call ETFs and broad market ETFs and how the work of market makers affects Canadian investors. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
43 minutes

The Upside
ICYMI: September's top stories and highlights
Catch up on the key moments and big stories from September, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings. Recorded on September 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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1 month ago
24 minutes

The Upside
Fund in focus: Patrice Quirion's contrarian global strategies – Madeline Kaminski
Patrice Quirion, portfolio manager of Fidelity Global Fund, Fidelity Global Concentrated Equity Fund, and Fidelity International Concentrated Equity Fund, focuses on investing in quality companies, mainly outside of North America, that he believes are reasonably priced and have the potential to exhibit predictable and durable earnings growth. This results in a concentrated portfolio of his best investment ideas. Join investment associate Madeline Kaminski to hear about why investors may want to consider looking outside of North America for investment opportunities and portfolio diversification, and what makes the strategies behind Patrice's funds attractive to investors. Recorded on September 17, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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2 months ago
11 minutes

The Upside
Themes driving global markets in September 2025 – Denise Chisholm
Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in September 2025 that investors should be looking at to evaluate the strength of the market. Recorded on September 15, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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2 months ago
16 minutes

The Upside
Demystifying alternative investments: Practical insights for modern portfolios – Rory Poole
What does “alternative investments” mean, and why do they matter now? Join Rory Poole, Director, Alternatives, as he demystifies alternatives, looks at their role in a portfolio, explains how you can access alternatives and addresses common misconceptions.
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2 months ago
18 minutes

The Upside
Fund in focus: Fidelity Global Small Cap Opportunities Fund – Ashok Sripathy
Quality + change = mispricing. Fidelity Global Small Cap Opportunities Fund portfolio managers Connor Gordon and Chris Maludzinski, distinguished by their stock-picking capabilities, have used their robust research capabilities to identify high-quality global small-cap stocks. Tune in to hear from investment analyst Ashok Sripathy about how global small caps can play an important role in a well-diversified portfolio, and what makes the strategies behind Fidelity Global Small Cap Opportunities Fund attractive to investors.
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2 months ago
9 minutes

The Upside
The Upside: Ticker talk with EJB: Ep. 3 with Rory Poole
Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Fidelity’s Director of Alternatives, Rory Poole, about the growth of alternative ETFs, how to evaluate if an ETF is worth investing in, the future of alternatives and so much more! At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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2 months ago
39 minutes

The Upside
ICYMI: August's top stories and highlights
Catch up on the key moments and big stories from August, including what trending investing topics should be on your radar. Host Kyle Cheropita counts down the top five FidelityConnects moments, featuring Fidelity’s portfolio managers, subject-matter experts and special guests sharing their latest perspectives on the markets and where they are finding investment opportunities to protect and grow your hard-earned savings. Recorded on August 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
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3 months ago
30 minutes

The Upside
Themes driving global markets in August 2025 – Denise Chisholm
Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in August 2025 that investors should be looking at to evaluate the strength of the market. Recorded on August 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
Show more...
3 months ago
19 minutes

The Upside
Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™