The Upside

Smart money moves: Making ETFs work for you – Michelle Munro and Étienne Joncas-Bouchard

Heard about ETFs but don’t know where to start? Today's episode features in-depth conversations about the rise of the ETF era and their role in planning for life after work. Fidelity retirement and ETF experts Michelle Munro and Étienne Joncas-Bouchard speak with host Emily Anonuevo.
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.

Reddit asked, we answered: Our take on ETFs – Audrey Kim

Reddit asked, we answered. Join us for The Upside with Audrey Kim, Senior Investment Analyst, ETF Capital Markets, as she re-addresses and dives deeper into some of our top-asked questions from past Reddit AMAs focused on ETFs and early investing journeys.
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. 2 with Andrei Bruno

Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, on the latest episode of the Upside: Ticker talk for a discussion with Fidelity’s Director of ETFs, Andrei Bruno, about the growth in popularity of ETFs among Canadian investors, how active ETF listings are outpacing passive, whether precious metals or bitcoin ETFs are worth adding to a core portfolio and so much more!
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 Bank of Canada and your wallet: July 2025 – David Tulk

Both the Bank of Canada and the Federal Reserve announced on July 30 that interest rates would remain unchanged. In Canada that means it's key lending rate stays put at 2.75%, and in the U.S. at 4.25%. This is the fifth straight time the U.S. has held it's rate. And in Canada, the bank says the decision to hold came with a clear consensus. So as we have passed the mid-way point of the year, with the rate steady, inflation sticky, and tariff uncertainty still an issue, what does this all mean to the average investor, their investments, and their wallets? Portfolio manager David Tulk joins the Upside today.
Recorded on July 31, 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.

ICYMI: July's top stories and highlights

Catch up on the key moments and big stories from July, 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 July 28, 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.

Meet the head of Fidelity’s mind-blowing quantitative research team – Neil Constable

Systematic models, data and algorithms continue to define the future of investing. Neil Constable, Head of Quantitative Research and Investments, breaks down how the Quantitative Research and Investments division fits within the broader Fidelity ecosystem and explains how data-driven ETFs and mutual funds may be worth including in your investments.
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.

Themes driving global markets in July 2025 – Denise Chisholm

Denise Chisholm is a student of history who uses historical probability analysis when looking at the markets in her role as Director of Quantitative Market Strategy. On this episode of The Upside, Denise will share the sectors, trends and underlying indicators moving markets in July 2025 that investors should be looking at to evaluate the strength of the market.
Recorded on July 14, 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.

Summer ready: Tax and estate planning strategies for cottages – Jacqueline Power, Giselle de Sousa and Paul W. Taylor

Summer is finally here! And cottagers are getting ready for some fun-filled months. But what do investors need to know about their cottage property in terms of estate planning? What should go into a cottage succession plan? And what potential tax implications and planning strategies should investors consider? Join Fidelity’s Giselle de Sousa and Jacqueline Power on the Upside+ as we unpack all these questions and more. We’ll also be joined by Paul W. Taylor,  Partner at Borden Ladner Gervais, who specializes in estate and trust administration, including planning for individuals with high value and complex assets. This episode will also cover information about key roles like executors and beneficiaries and transferring or protecting assets for future generations. 
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.

Global markets in 2025: Economic trends, geopolitical concerns and stories making headlines – Tom Stevenson

Global stock markets have experienced significant volatility in 2025. After April’s downturn, triggered by U.S. tariffs, markets have since rebounded, with emerging markets, European equities and U.S. tech giants leading the global recovery story. U.K. markets have been resilient, with the FTSE 100 hitting record highs in June. London-based Investment Director Tom Stevenson joins host Kyle Cheropita to provide his global market perspectives, reflecting on the first half of 2025, and what key storylines to watch in the rest of the year.
Recorded on July 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.

An inside look at Canada's tech sector: AI, chips, robotics, and more – Joe Overdevest and Vishal Chopra

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Joe Overdevest, Portfolio Manager, and Vishal Chopra, Equity Research Associate.
Recorded on June 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.