Fidelity Canada

Company

Investment-firm

Last deal

Amount

Private Equity

Stage

13.07.2023

Date

2

all rounds

Financing round

General

About Company
Fidelity Canada is a leading provider of financial services, helping Canadians achieve their investment and savings goals.

Industry

Sector :

Subsector :

founded date

01.01.1987

Number of employees

Company Type

For Profit

Last funding type

Private Equity

IPO status

Private

Description

With over 35 years of experience, Fidelity Canada offers a range of trusted investment portfolios and services to individuals and institutions. As part of the larger Fidelity Investments group, one of the world's largest financial services providers, Fidelity Canada employs over 1,400 full-time employees across the country. The company is comprised of two entities, Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). Fidelity Investments Canada ULC serves as a financial expertise advisor, offering proprietary research and expertise to build equity and credit for clients. The firm operates globally, working with companies involved in lithium mining in South America and owning industrial factories in China. Fidelity Canada has been recognized as one of Canada's Top 100 Employers, Top Employers for Young People, and Top Family-Friendly Employers, and has been designated as a Canadian Compassionate Company.
Contacts

Social url

Similar Companies
1000
Phoenix Financial Services

Phoenix Financial Services

Phoenix Financial Services provides personalized financial services in New York City.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services, Finance, Sports

Location

New York, NY, USA
Fidelity

Fidelity

Fidelity is a privately-owned investment manager that offers a wide range of financial services.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Location

Boston, MA, USA

total rounds

11

total raised

$166.33M

count Of Investments

139

count Of Exists

24
LPL Financial

LPL Financial

LPL is a leading provider of financial services in the US.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Location

Boston, MA, USA

total rounds

1

total raised

$1B

count Of Investments

1
Tigress Financial Partners

Tigress Financial Partners

Tigress Financial Partners is an independent investment banking and brokerage firm that aims to be value-added partners to their clients.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Location

New York, NY, USA

Financials

Funding Rounds
2
2

Number of Funding Rounds

Their latest funding was raised on 13.07.2023. Their latest investor Brookfield Asset Management. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
Brookfield Asset Management

Brookfield Asset Management

Brookfield Asset Management is a global alternative asset manager with over $800 billion of assets under management across various sectors.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Asset Management, Financial Services

Location

Toronto, ON, Canada

count Of Investments

36

count Of Exists

5
Investments
6
Date 
name 
Lead 
type 
Raised 
10.05.2022
No
$95M
04.02.2022
No
$275M
03.02.2022
No
$116M
Vention

Vention

Vention automates production floors for innovative manufacturing companies in days.

Sector

General Industrials

Subsector

Diversified Industrials

Location

Dorval, QC, Canada

total rounds

6

total raised

$138.76M
SES

SES

SES is a manufacturer of Hybrid Li-Metal Batteries for electric vehicles.

Sector

Automobiles and Parts

Subsector

Auto Parts

Location

Woburn, MA, USA

total rounds

10

total raised

$600.11M
LeddarTech

LeddarTech

LeddarTech provides environmental sensing platforms for autonomous vehicles and advanced driver assistance systems.

Sector

Electronic and Electrical Equipment

Subsector

Gauges and Meters

Keywords

Automotive, Software, Sensors

Location

Québec City, QC, Canada

total rounds

13

total raised

$399M
Co-Investors
Investors
2
1

Number of lead investors

2

Number of investors

Investor 
Lead 
Round 
Partners 
No
Private Equity
Brookfield Asset Management

Brookfield Asset Management

Brookfield Asset Management is a global alternative asset manager with over $800 billion of assets under management across various sectors.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Asset Management, Financial Services

Location

Toronto, ON, Canada

count Of Investments

36

count Of Exists

5
Brian Kingston

Brian Kingston

Mr. Kingston is a Senior Managing Partner of Brookfield Asset Management and, since December 2012, Chief Investment Officer of the Brookfield Property Group. He has over 15 years of real estate experience. Mr. Kingston has held various senior management positions within Brookfield and its affiliates, including Chief Executive Officer of Brookfield Australia from January 2011 to December 2012, Chief Executive Officer of Prime Infrastructure Holdings Ltd. from March 2010 to December 2010, and Chief Financial Officer of Brookfield Multiplex from January 2008 to March 2010. Prior to joining Brookfield in 2001, Mr. Kingston worked for Ernst & Young in Audit and Advisory Services. Mr. Kingston received a Bachelor of Commerce degree from Queen’s University.

current job

Brookfield Asset Management
Brookfield Asset Management
Tactico

Tactico

Tactico is a venture capital firm specializing in strategic investments.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Venture Capital, Finance

Location

Dorval, QC, Canada

count Of Investments

20

count Of Exists

6

People

Employee Profiles
38

Haley Mayers

Equity research analyst

Nicole Martino

Corporate program and event manager

Mira Ioannou

Director talent acquisition

Ashish Das

Senior programmer analyst - emerging technologies

Joseph Martinez

Business development manager

Heleen Wolfert

Senior vice president marketing

Olivier Simon-Vermot

Director of research, fixed income

Jatin Sehgal

Manager, advanced analytics

Activity

Recent News
0