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Five Questions into 2026
The GAA team answers your biggest questions and shares top insights for 2026.
Bruno Weinberg Crocco
Portfolio co-manager
January 09, 2026
Escaping the crowds
The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an inflection point.
David Tulk
Portfolio Manager
October 07, 2025
On our way home
After more than a decade, the GAA team is making a shift back into Canadian assets. They see the push away from the U.S. as more likely a durable shift rather than a transitory phenomenon, potentially ushering in a new global investment regime.
David Tulk
Portfolio Manager
June 30, 2025
Elbows up
Elbows have gone up in Canada and abroad in response to the dramatic change in the US policy environment. Markets have likewise become irritable. As investors, we must not overreact to the flow of breathless and often contradictory headlines. But it is also important not to underreact.
David Tulk
Portfolio Manager
March 25, 2025
Three ways financial advisors can avoid compliance conundrums
Learn the steps financial advisors can take to avoid compliance conundrums.
Fidelity Clearing Canada
December 31, 2024
Towards the Balanced Fund of the Future
We're incorporating alternative investments in our multi asset class funds to enhance returns, manage risk and improve diversification. Learn more.
David Tulk
Portfolio Manager
May 14, 2024
Strategies for attracting and supporting women investors: the Fidelity perspective
Discover effective strategies to attract and support women investors, enhancing engagement and satisfaction in financial planning.
Fidelity Clearing Canada
May 10, 2024
Navigating the challenges of the great generational wealth transfer
As the wealthy move into retirement, liquidate their assets, and plan their legacies, new opportunities and challenges open up for wealth managers.
Fidelity Clearing Canada
December 12, 2023
Cyber risk management roundup for investors: the Fidelity perspective
Cybercriminals may be targeting your firm’s, and your customers’ wealth. Take action to protect your customers and firm.
Fidelity Clearing Canada
December 01, 2023
Integrating digital assets into your wealth management value proposition
As institutional investors expand their portfolios to include digital assets, digital trading platforms and custody and clearing solutions can help provide peace of mind.
October 02, 2023
Fidelity Clearing Canada announces Manulife Securities to adopt uniFide® - our leading advisor technology platform
Manulife Securities accelerates digital transformation to enhance advisor and client experience through strategic agreement with Fidelity Clearing Canada.
March 16, 2023
Maximize your revenue & optimize your results:
Maximize your revenue and optimize results with Fidelity Clearing Canada's uniFide® platform, designed for cutting-edge wealth management.
October 28, 2022