For over 35 years, Canadian investors have chosen Fidelity to help them build better financial futures. We’re committed to developing quality products that offer long-term value and providing expert insights, tools and services to help our clients stay ahead.
For accredited investors only
This website is intended for use by Accredited investors (as such term is defined in the Securities Act (Ontario) or National Instrument 45-106 - Prospectus Exemptions, as applicable) resident in, or otherwise subject to the securities laws of, any province or territory of Canada, or pursuant to such other exemptions from the prospectus requirements under applicable securities legislation.
Examples of who qualifies as an accredited investor:
- an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $1,000,000;
- an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5,000,000;
- an individual whose net income before taxes exceeded $200,000 in each of the two most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the two most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;
- an individual who, either alone or with a spouse, has net assets of at least $5,000,000;
- a person (other than an individual or investment fund) that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements provided that such person has not been created solely to purchase or hold the Units being purchased; and
- a person acting on behalf of a full managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a province or territory of Canada or a foreign jurisdiction.
"Financial assets" generally means cash and securities and "related liabilities" means liabilities incurred or assumed for the purpose of financing the acquisition or ownership of financial assets, or liabilities that are secured by financial assets.
This website is not intended to constitute an offer of units of Fidelity Alternative Real Estate Trust (the "Fund"). The information contained herein is qualified in its entirety by reference to the Offering Memorandum ("OM") of the Fund. The material available on this website is published for informational purposes only. It does not constitute a solicitation of an offer to buy or an offer to sell securities, nor should the information be relied upon as investment advice. Units of the Fund are generally only available to Accredited Investors (as described above). The OM contains information about the investment objectives and terms and conditions of an investment in the Fund (including fees) and also contains tax information and risk disclosures that are important to any investment decision regarding the Fund.


Our heritage

Fidelity Management & Research Company (FMR) is founded; Edward C. Johnson 2d becomes president.

Innovation: Fidelity purchases its first computer, beginning the development of the latest technology to serve its customers.

Fidelity International is established as the international investment arm of Fidelity Management and Research Company (FMR).

Edward C. Johnson 3d becomes chairman and CEO of FMR Corp.
Moments from our history

Fidelity Investments Canada opens its doors on October 19, 1987 – the same day as the Black Monday market crash.

Innovation: Fidelity is the first mutual fund company to launch a website. fidelity.ca launches shortly afterwards in 1996.

Fidelity Canada Asset Management is created to focus solely on Canadian companies. The team would later expand to focus on North American and global equities.

Abigail P. (Abby) Johnson is named chairman and chief executive officer of FMR LLC, Fidelity’s parent company, and represents the third generation of the Johnson family to lead the privately owned company.

FidelityConnects: Live webcast for financial advisors launches, providing insights on trending topics and information from Fidelity subject-matter experts.

The Upside™ series: Fidelity’s investor webcast and newsletter launches, offering investment insights from the pros along with the latest tips and financial news.

Fidelity goes beyond investing in financial wellness: A weekly webcast series exploring personal wellness topics, including yoga, nutrition and meditation, is introduced.

Fidelity is recognized as one of Canada’s top 100 employers (2025), Canada’s top family-friendly employers (2024) and Greater Toronto’s top employers (2025).
Product innovation
We’re invested in proprietary research, bottom-up fundamental analysis, product innovation and our people. With investment professionals worldwide, Fidelity takes local market knowledge, identifies real opportunities and makes them available to you here at home.

Fidelity Tax-Smart Withdrawal Program®, the award-winning cash-flow service, launches for Canadian investors.

Fidelity ClearPath® Retirement Portfolios are introduced for Canadian investors.

Fidelity Managed Portfolios are launched. The Portfolios offer a range of investing styles, plus diversification, in a single investment solution.

Fidelity Private Investment Program is introduced, an investment management solution designed specifically for affluent investors.

An industry first, Fidelity Preferred Program is introduced. The new program automatically moves investors to better pricing as they reach asset tiers.

Fidelity Investments Canada launches its first exchange-traded fund lineup, The Fidelity Factor®.

Fidelity launches its first cryptocurrency product, Fidelity Advantage Bitcoin ETF®, followed by Fidelity Advantage Ether ETF Fund™ in the next year.

Fidelity Active ETFs are introduced, offering financial advisors and investors access to some of Fidelity’s active management strategies in a flexible ETF structure.
Assets under management (AUM) growth, at a glance

$1 Billion assets under management

$100 Billion assets under management

$150 Billion assets under management

$250 billion assets under management