Le Lézard
Classified in: Business
Subject: PER

New addition for Fidelity's asset allocation products


TORONTO, Sept. 13, 2018 /CNW/ - Fidelity Investments Canada ULC, one of Canada's top investment management firms, today announced that on October 1, 2018, Fidelity institutional portfolio manager David Tulk will join Geoff Stein and David Wolf as a portfolio manager on the following Fidelity global asset allocation and balanced products:

Fidelity Investments Canada ULC (CNW Group/Fidelity Investments Canada ULC)

Since 2016, David Tulk has been a key member of Fidelity's Global Asset Allocation team, working closely alongside David Wolf and Geoff Stein as an institutional portfolio manager on Fidelity's full asset allocation lineup.

"As institutional portfolio manager, David has spent considerable time helping our clients understand Canadian and global macroeconomic trends and capital markets research and analysis," said Kelly Creelman, Vice President, Retail Products and Solutions. "His former roles with the Bank of Canada and other major institutional investment organizations have helped him provide Fidelity with deep insights and strategic recommendations on interest rate moves, monetary policy, investments and asset allocation perspectives. We are confident he will be a great addition to the portfolio management team."

About Fidelity Investments Canada ULC

Fidelity Investments Canada ULC is one of Canada's top investment management firms, managing a total of $136 billion in mutual fund and institutional assets. This includes $36 billion in assets for institutional clients, including public and corporate defined benefit pension and defined contributions plans, sub-advised programs, endowments, foundations and other corporate assets on behalf of clients across Canada, as at August 31, 2018.

Fidelity Investments Canada ULC provides Canadian investors a full range of domestic, international and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs and a high net-worth program. Fidelity Funds are available through a number of advice-based distribution channels, including financial planners, investment dealers, banks and insurance companies.

Read a fund's prospectus and consult your financial advisor before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commissions and may experience a gain or loss.

Find us on social media @FidelityCanada

SOURCE Fidelity Investments Canada ULC


These press releases may also interest you

at 00:25
Shanghai Junshi Biosciences Co., Ltd ("Junshi Biosciences," HKEX: 1877; SSE: 688180), a leading innovation-driven biopharmaceutical company dedicated to the discovery, development, and commercialization of novel therapies, announced its financial...

at 00:24
In the news release, Roborock Reports 2023 Full Year Financial Results, issued 28-Mar-2024 by Roborock over PR Newswire, we are advised by the company that in the first bullet point of "Growth across Product Categories", the USD amount should read...

28 mar 2024
Royal Bank of Canada ("RBC") today announced it has completed the acquisition of HSBC Bank Canada ("HSBC Canada"). "Today marks one of the most exciting times of our 155-year history and a pivotal milestone in our long-term growth story as we...

28 mar 2024
The opening ceremony of the Boao Forum for Asia (BFA) Annual Conference 2024 was held in Boao, south China's Hainan Province on Thursday, with China's top legislator Zhao Leji stressing China's economic potential, appealing to international investors...

28 mar 2024
OKX Ventures, the investment arm of leading Web3 technology company OKX, has issued updates for March 29, 2024. OKX Ventures...

28 mar 2024
Curio Legacy Ventures (Curio), a frontrunner in nuclear technology innovation, proudly announces a strategic partnership with Navarro Research and Engineering, Inc. (Navarro). This collaboration signals a significant step forward in advancing nuclear...



News published on and distributed by: