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REMINDER – Maintenance notice | All systems unavailable on May 17-18

May 12, 2025

Topic: Miscellaneous

Due to a migration, please note that all our systems will be unavailable on Saturday, May 17 and Sunday, May 18. During this period, no electronic transaction or request can be processed, including sales operations.

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Annual MER update

May 12, 2025

Topic: Savings

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Avoid incorrect investment instructions

May 8, 2025

Topic: Savings

As of May 12, 2025, when investment instructions will be received for fund codes that are incorrect or no longer available for new sales, the amounts requested in these funds will be invested by default in the Money Market (iA) fund for the same series and the same sales charge option as the requested funds.

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Monthly Macro & Strategy | The Tariffman Cometh

May 7, 2025

Topic: Economic news

April 2, 2025, may well go down as one of the most iconic turning points in the postwar global economic order. For the first time in modern history, the world’s largest economy is actively withdrawing from the global trading system it helped build and has led for more than seven decades.

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Maintenance Notice | All Systems Unavailable on May 17-18

May 6, 2025

Topic: Miscellaneous

Due to a migration, please note that all our systems will be unavailable on Saturday, May 17 and Sunday, May 18. During this period, no electronic transaction or request can be processed, including sales operations.

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Q1 2025 Quarterly reviews of your favorite Fidelity funds

May 5, 2025

Topic: Portfolio Managers

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

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Video | Fidelity’s Patrice Quirion on global investment opportunities

May 1, 2025

Topic: Savings

In this 9-minute video, Fidelity portfolio manager Patrice Quirion, portfolio manager of the Fidelity Global Equity Concentrated Equity fund, explains how he manages to find diversification opportunities in today's complex global market conditions.

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Global Dividend (Dynamic) | Q1 2025 commentary

April 30, 2025

Topic: Portfolio Managers

In this Q1 2025 commentary, David Fingold shares his positioning of the Global Dividend (Dynamic) Fund.

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Before GIF Maturity: Take Action!

April 30, 2025

Topic: Savings

Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).

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Insurance | New Access Life features in the Advisor Centre

April 28, 2025

Topics: Insurance, Digital tools

The Access Life experience is synonymous with flexibility, independence and efficiency. 

We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time! 

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Economic News with Sébastien Mc Mahon

Check out his analyses on what’s happening on the financial markets.

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