The Upside

Fidelity Canada
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Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™

  1. 3D AGO

    Exploring alternative investing in 2026 – Rory Poole

    In a world full of investment choices, alternative investments bring something different to the table. Join host Lauren Gardy, Fidelity’s Strategic Sales VP, and special guest Rory Poole, Director of Alternatives, as they recap 2025 and share what’s ahead for 2026. From liquid and less liquid strategies to diversification benefits, discover how alternatives can add extra tools to your investing toolkit and help products behave differently in certain markets.  Recorded January 15, 2026. 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.

    18 min

  2. 5D AGO

    The Big Game Playbook: ETF Strategies for Today's Market – Mark Verrilli

    What do winning football teams and resilient portfolios have in common? Balance, discipline, and a clear strategy. In this webcast, host Nicole Correale is joined by ETF Strategist Mark Verrilli to break down ETF trends, investor behaviour, and portfolio construction using a football-inspired playbook - helping investors think more clearly about how offense, defense, and special teams can work together in today's market environment.  Recorded January 13, 2026. 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.

    16 min

  3. JAN 13

    Capital markets uncovered: 2025 recap & 2026 outlook – Andrei Bruno

    What really drove markets in 2025 – and what could shake things up next year? Fidelity’s Director of ETFs, Andrei Bruno, pulls back the curtain on the biggest stories of the year and shares his outlook for 2026. From surprising trends to potential game-changers, don’t miss this deep dive into what’s happened, what’s coming and what it means for your portfolio. Recorded January 8, 2026. 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.

    17 min

  4. JAN 9

    Behind-the-scenes with Joe Overdevest: C-Suite meetings and research trips

    Ever wondered what goes on behind-the-scenes when managing a portfolio? In this episode, Fidelity Portfolio Manager Joe Overdevest takes you on a journey through research trips and company meetings. From uncovering trends in global markets to gaining firsthand insights from industry leaders, Joe shares how he and the Fidelity Canada Investment Management team exchange research notes, develop and foster relationships, prepare for meetings, and maximize their time with C-Suite executives. Recorded December 8, 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.

    23 min
  5. The Upside: Ticker talk with EJB: Ep. 7 with Bobby Barnes

    JAN 8

    The Upside: Ticker talk with EJB: Ep. 7 with Bobby Barnes

    Join Étienne Joncas-Bouchard, Fidelity’s Director of ETF and Alternatives Strategy, and Bobby Barnes, Head of Quantitative Index Solutions, Fidelity Investments, on the latest episode of The Upside: Ticker Talk for a discussion about quantitative investing on the global stage, and the themes driving the markets in 2026. 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.

    36 min

  6. JAN 5

    ICYMI: December’s top stories and highlights

    Catch up on the key moments and big stories from December, 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 December 19, 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.

    33 min

  7. 2025-12-30

    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.

    17 min

  8. 2025-12-23

    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.

    10 min
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About

Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™

Information

  • Creator
    Fidelity Canada
  • Years Active
    2025 - 2026
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    The Upside