Ever wondered what goes on behind-the-scenes when managing a portfolio? In this episode, Fidelity Portfolio Manager Joe Overdevest takes you on a journey through research trips and company meetings. From uncovering trends in global markets to gaining firsthand insights from industry leaders, Joe shares how he and the Fidelity Canada Investment Management team exchange research notes, develop and foster relationships, prepare for meetings, and maximize their time with C-Suite executives. Recorded December 8, 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.

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Bobby Barnes, Head of Quantitative Index Solutions, Fidelity Investments, on the latest episode of The Upside: Ticker Talk for a discussion about quantitative investing on the global stage, and the themes driving the markets in 2026. 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.

Catch up on the key moments and big stories from December, 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 December 19, 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.

As the year comes to an end, now’s the time to get your year-end tax planning in order. In this episode, Fidelity experts Michelle Munro and Giselle de Sousa share strategies that could help you cut your 2025 tax bill. From capital-gains planning and charitable giving to TFSA withdrawals and more, they’ll cover practical tips and common tax questions so you can start 2026 with confidence and peace of mind. Recorded on December 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.

Join Madeleine Kaminski, Investment Associate, as she takes you inside Fidelity North American Equity Class, managed by Portfolio Manager Darren Lekkerkerker. This fund is designed to give investors exposure to both U.S. and Canadian markets, targeting strong companies with solid fundamentals and long-term growth potential. Madeleine covers this fund closely and will share unique insights into Darren's disciplined approach – how he uncovers opportunities across sectors and why this strategy could be a smart way to diversify and grow your portfolio. Recorded on December 9. 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.

ETFs are changing the way investors access markets, offering a range of options for different investment styles and time horizons – even if you’re just starting out. Join Adam Dickson, ETF Strategist, for an inside look at what’s fuelling ETF adoption, how ETFs are shaping market trends and where innovation is headed next. Plus, what does this mean for investors looking to stay ahead of the curve? Take a listen to find out! Recorded on December 11, 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.

Join Alternatives Investment Analyst Daniela Florea and Sustainable Investment Specialist Julianna Martino as they break down the basics of personal finance. From common myths to smart tools and realistic timelines, this episode is your crash course in getting financially confident this Financial Literacy Month! Recorded on November 27, 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.

December’s market story is unfolding – and Fidelity’s Director of Quantitative Market Strategy, Denise Chisholm, joins The Upside to reveal the sector trends, historical patterns and market correlations that could shape investor decisions this month. Take a listen to find out what’s catching attention – why it could matter for your portfolio as we approach year-end. Recorded on December 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.

Join Marianne Lando, Investment Associate, as she explores the unique strategies behind Hugo Lavallée’s approach to managing the Fidelity Canadian Opportunities Fund and the Fidelity Greater Canada Fund. Known for his contrarian style, Hugo seeks value in companies that others overlook – out-of-favour stocks with strong fundamentals and long-term potential. In this session, Marianne will break down how Hugo’s disciplined, against-the-grain philosophy aims to uncover hidden opportunities in the Canadian market and why these strategies may appeal to investors looking for differentiated growth.  Recorded on December 2, 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.

Curious about the future of chips, cloud or code? AI is accelerating across enterprise platforms and changing the way we interact with everyday applications. Join Analyst and Portfolio Manager Ben Holton and Research Analyst Jonathan Tseng as they explore AI’s transformative impact, zeroing in on the Software & Semiconductor sectors. Plus, they unpack how AI is reshaping industries, driving innovation, and emerging as a powerful investable theme. 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.

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Mark Verrilli, ETF Strategist, as they ring in the year’s last episode of The Upside: Ticker Talk with a discussion about the biggest surprises in the ETF markets this year and their 2026 ETF predictions.  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.

Catch up on the key moments and big stories from November, 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 November 27, 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.

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.

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.

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.

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.

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.  

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.

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.

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.