The Upside

Cut your bill and keep more: Year-end tax tips before the clock runs out - Michelle Munro and Giselle de Sousa

As the year comes to an end, now’s the time to get your year-end tax planning in order. In this episode, Fidelity experts Michelle Munro and Giselle de Sousa share strategies that could help you cut your 2025 tax bill. From capital-gains planning and charitable giving to TFSA withdrawals and more, they’ll cover practical tips and common tax questions so you can start 2026 with confidence and peace of mind.
Recorded on December 18. 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.

Fund in focus: Unpacking Fidelity North American Equity Class – Madeleine Kaminski

Join Madeleine Kaminski, Investment Associate, as she takes you inside Fidelity North American Equity Class, managed by Portfolio Manager Darren Lekkerkerker. This fund is designed to give investors exposure to both U.S. and Canadian markets, targeting strong companies with solid fundamentals and long-term growth potential. Madeleine covers this fund closely and will share unique insights into Darren's disciplined approach – how he uncovers opportunities across sectors and why this strategy could be a smart way to diversify and grow your portfolio.
Recorded on December 9. 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.

Why ETFs may be the ultimate power move for investors – Adam Dickson

ETFs are changing the way investors access markets, offering a range of options for different investment styles and time horizons – even if you’re just starting out. Join Adam Dickson, ETF Strategist, for an inside look at what’s fuelling ETF adoption, how ETFs are shaping market trends and where innovation is headed next. Plus, what does this mean for investors looking to stay ahead of the curve? Take a listen to find out!
Recorded on December 11, 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.

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.