The Upside

Budgeting, saving and investing 101 – Daniela Florea and Julianna Martino

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 market moves with Denise Chisholm

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.

Funds in focus: Hugo Lavallée's contrarian strategies – Marianne Lando

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.

AI’s impact on Software & Semiconductors: What investors should know – Ben Holton and Jonathan Tseng

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.

The Upside: Ticker talk with EJB: Ep. 6 with Mark Verrilli

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.

ICYMI: November's top stories and highlights

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 market moves with “Quant Boss” Denise Chisholm

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: The hype, the strategy and what it means for markets – Mark Verrilli and Adam Dickson

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.

Emerging tech: Trends, shifts, and why you should care – John Bradley

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.

ICYMI: October's top stories and highlights

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.