FidelityNext

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.

Career insights and advice: Fidelity Canada Women in Leadership | Episode 19

Today we’re delighted to bring you a special episode for International Women’s Day. Diana Godfrey, SVP, Human Resources, hosts an executive women’s panel of six very prestigious senior leaders who represent different areas at Fidelity Investments Canada. The panel includes Paige Wadden, CCO & VP Risk Oversight, Kelly Creelman, SVP Products, Reetu Kumra, Analyst & Portfolio Manager, Mengting Li, Manager, Finance & Data Analytics, Najma Pilgrim, VP Human Resources & Inclusion, and Violeta Dikanovic, VP Corporate Initiatives & Emerging Technology. The panel discusses their roles at Fidelity, their best and worst career decisions, and the challenges they face when filling a role at Fidelity. They also expand on how Fidelity values culture and how you can have a successful career at Fidelity. As women in leadership, they understand that their paths can be different from men and explain how they rise up in an industry that is mostly male dominated.

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.

See yourself at Fidelity: Stories from Fidelity co-op students | Episode 18

Did you know Fidelity welcomed over 140 co-op students and recent graduates in 2021, offering roles from marketing to sales and investment management? Hear directly from previous and current students about their experiences working at Fidelity, and the opportunities in 2022 and beyond. Fidelity Canada has a long history of hosting sessions on University campuses to meet you and offer information sessions to help you as you transition from school to the workforce. Due to the pandemic we haven’t been able to travel to campuses, and we hope webcast and podcast sessions like this can help. Today, host Quinn Flaherty will be speaking with Michael, Sarah, and Eric, about their co-op experience.

Starting in asset management: Stories from Fidelity’s equity research team | Episode 17

Happy 2022, and welcome to the first FidelityNext podcast of the year. FidelityNext is brought to you by Fidelity Investments Canada, and we have a long history hosting and participating in events for students on campuses. Due to the pandemic, we haven’t been able to travel to campuses, but we hope these FidelityNext podcasts and live webcasts can bridge that gap and provide you with the information and access you would find during typical on campus sessions. Today we’re pleased to bring you a dynamic discussion with two members of our investment team, equity research analysts Claire Fleming and Andrew Hall. Claire and Andrew share their own career growth stories, which will be valuable for anyone interested in a career in investment management. With host Quinn Flaherty, they’ll provide tips on how they made their applications stand out, making the most of opportunities, and advice for the next generation. Enjoy!