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 Sustainability Vision:

Contribute to a more sustainable future for our clients, employees and other stakeholders by being a trusted people-centered business that drives innovation.

Our Strategy:

At Fidelity Canada, we’re known for taking a long-term view with our plans instead of focusing solely on short-term results - and this is the same approach we are taking with our sustainability journey.

Our sustainability strategy comprises three core pillars - improving financial well-being, enabling sustainable decisions and strengthening communities and our workplace - and is supported by our foundational pillar of operating as a business with integrity and accountability.

Here’s an overview of what we’re aiming to achieve across our sustainability pillars:

Improving financial well‑being

 

Help our clients and wider communities achieve and protect their financial goals with innovative technology, education, and product and service excellence.

Strategic focus areas:

  • Digital experience
  • Financial protection
  • Financial wellness
Enabling sustainable decisions

 


Offer choice and a diverse range of products and solutions that seek to deliver strong returns and long-term value, and from an enterprise perspective employ responsible procurement practices and seek to reduce operational greenhouse gas emissions. 

 

Strategic focus areas:

  • Environmental impact
  • Responsible supply chain
  • Sustainable products
Strengthening communities and our workplace

 

Collaborate with employees to enhance local communities through charitable activities and cultivate a diverse, equitable and inclusive work environment that empowers individuals and makes Fidelity a great place to work.

Strategic focus areas:

  • Career vitality
  • Corporate giving and volunteering
  • Diversity, equity and inclusion
  • Employee wellness
Operating as a business with integrity and accountability

Leverage sound business ethics, operate with transparency, comply with laws and regulations, align with industry best practices and actively manage risk.

Sustainable investing has its rewards.
Learn more

Archived sustainability reports

2023 Sustainable Investing Report

2023 Fidelity Canada Sustainability Report

Fidelity Canada 2022 Climate-Related Financial Disclosure

This page contains archived information. For access to current information, please contact the Corporate Sustainability department: corporatesustainability@fidelity.ca.

Information identified as archived is provided solely for historical reference purposes and should not be relied upon for current decision-making. This information has not been updated or modified since the date of its original publication and may not reflect our organization’s current activities, commitments, goals, strategies, policies, practices, or standards. It may also not reflect the latest reporting, testing, or substantiation standards or methodologies.

We expressly disclaim any liability for the use of archived information and undertake no obligation to update it, except as required by applicable law. If you require access to earlier documents or have questions about the content, please contact the Corporate Sustainability department: corporatesustainability@fidelity.ca.