FidelityNext

Student roundtable: How to optimize your co-op experience | Episode 29

In today's podcast you can hear directly from Fidelity’s own co-op students on how to succeed in your co-op role. These returning co-op students will share their backgrounds and experience working at Fidelity, as well as elaborating on the qualities and skills required to make the most of your co-op experience. Leading the discussion is Eric Wood, recent Toronto Metropolitan University grad who has joined Fidelity full-time. Eric is joined by Jeffrey Leong, University of Toronto, Sam Dupuis, University of Guelph, and Khadijah Balogun, Toronto Metropolitan University.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-balogun-dupuis-leong-nov9-22.pdf

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.

Student roundtable: How to land your next co-op role at Fidelity | Episode 28

Are you interested in landing a co-op or internship at Fidelity? Join us for a special panel discussion featuring four returning Fidelity co-op students as they share their experiences working at Fidelity and offer advice you can act on to stand out during the application process. Leading the discussion is Crawford Stricker, recent grad of Dalhousie University. Crawford is joined by Alexandra Willan, George Brown College, Nam Pham, University of Toronto, and Udbhav Bhardwaj, Wilfrid Laurier University.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-bhardwaj-pham-willan-nov4-22.pdf

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.

FidelityNext x Invested In Wellness: 10-minute hand and wrist stretching | Episode 27

Today we’re welcoming back Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast to take us through some hands and wrist stretching exercises. As we sit for long periods of time typing at our desks, our hands and wrists can get tired, numb, and cause pain. These sensations can lead up our arm and to our neck which will cause more strain on the body. Join Jessie as she takes you through simple stretching exercises to relax our muscles and regain functional hand movement. This class can be done sitting in a chair.

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.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

FidelityNext x Invested In Wellness: 5-minute commute meditation | Episode 26

It’s that time of year again. Back to school and back to commuting. Whether you are on campus, off campus, walking, cycling, taking public transit or driving, you probably have some type of commute to get to class. Today we’re teaming up with Jessie Sarafian, host of Fidelity Canada’s Invested in Wellness podcast and live webcast, to demonstrate an effective and relaxing meditation you can do while commuting to get you better prepped for your day.
If you would like to hear more from Jessie, you can listen to her Invested in Wellness podcast wherever you get your podcasts. And more info on her live webcasts (Monday’s at 12:30 pm eastern), can be found on fidelity.ca.

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.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Asset classes explained | Episode 25

Today we welcome Nic Bellemare, equity research analyst. At Fidelity Canada, the equity research analysts focus on specific sectors, providing research and analysis to portfolio managers. Nic provides a breakdown on asset classes, noting how different asset classes offer varying risk and return opportunities. Nic explains what to consider when comparing investment opportunities, and how you could use these insights in your own investing journey. Additionally, we’ll hear a short segment with host Quinn Flaherty welcoming Meghan Chen, Digital Assets Strategist, who will unpack digital assets with a key focus on cryptocurrencies.

Never stop learning: How Fidelity can help you grow | Episode 24

What are the skills and habits required of future business leaders and how can you acquire them? That’s what we’ll explore today with host Quinn Flaherty welcoming Michelle Cooper, Sales Development Consultant, and Monica Flores, Learning Solutions Consultant. Michelle, Monica, and Quinn will unpack the habits and characteristics of successful business leaders, what are the business skills most in demand in the workplace today, and how Fidelity’s Learning and Development program can support career growth. If you’re interested in future-proofing your career, this episode is for you. Never stop learning.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelitynext-cooper-flores-june29.pdf

How to expand your network in a hybrid world | Episode 23

As Canadians make the transition to both online and in-person business activities, how can students like you make meaningful professional connections? Joining host Quinn Flaherty today is Fidelity’s Komal Sharma and Laura Mustard for an informative conversation on how you can build your professional network from anywhere. FidelityNext is both a podcast and live webcast series, with more live webcasts being planned. Please head to fidelity.ca/next for more information on future webcasts.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript_podcast_fidelitynext_sharma_mustard_may25.pdf

Building a successful career in sales at Fidelity | Episode 22

With new trends, new products and new needs from clients, a career in sales can be an interesting and dynamic experience. This career path is not spoken about a lot when students are in university, and in particular, not to young women in university. On today’s FidelityNext podcast, we feature a panel of Fidelity employees who believe that sales is a great career opportunity for women and wanted to share what the role is like in retail, institutional and clearance business units.

This discussion was initially featured in the 4th annual Fidelity NextGen Women’s Summit - a conference to provide the next generation of female leaders with an opportunity to hear from leading thinkers, inspirational women, and successful professionals from various areas at Fidelity.

Laura Mustard, Manager of Business Development Representatives, discusses what a career in sales at Fidelity looks like with some of Fidelity’s best sales representatives. She is joined by Tracey Wong, VP Consultant Relations, Joel Bernard, Head of Sales & Relationship Management, Kristen Ulveland, Business Development Manager, and Lauren Gardy, Business Development Manager. The Fidelity sales panel discusses how they began their career in sales and what attracted them to begin their career at Fidelity. They also discuss how technology is changing sales and what skills and traits you can develop to also have a successful career in sales.

What is your investing personality? | Episode 21

Today’s podcast features a very interesting topic: What is your investing personality? When it comes to money, everyone’s different. But whether you’re cautious or comfortable with risk, a complete novice, or a seasoned investor, the important thing is to know yourself and your goals, and empower yourself with investing knowledge. Michelle Munro, Director, Tax and Retirement Research, and Etienne Joncas-Bouchard speak with host Quinn Flaherty about the differences between investing personalities on today's podcast.

To get started determining what type of investor you are, please take the “What type of Investor are you?” quiz and try the “On the Money” investing knowledge trivia, both available at investing101.fidelity.ca

Career insights and advice: Fidelity Canada Women in Finance | Episode 20

In this episode of FidelityNext, we continue the same theme as the previous episode that featured an executive woman's panel. We’re pleased to present a panel of Fidelity Canada female leaders, who share their career insights and advice. Host Quinn Flaherty is joined by Michelle Munro, Director, Tax and Retirement Research, Alana Mangold, Director, Finance and Corporate Accounting, and Julianna Martino, Investment Analyst. Among other topics, the panel also provides an overview of the Women’s Leadership Group at Fidelity, part of the internal Employee Resource Groups.