Introducing Fidelity’s all-in-one ‘turnkey’ ETF lineup. Portfolios diversified across regions, market caps, and investment styles/factors with the attractions of professional management, lower cost, and consistent portfolio rebalancing. 

Discussing efficient portfolio construction with ETFs in a market environment where diversification remains of utmost importance. Mr. Mehta provides insights on how to build an all-weather, ‘sleep at night’, all-in-one ETF portfolio to help mitigate volatility, capture strategic alpha over time, as well as minimizing costs of investing. The session outlines an array of lower-cost options catered to investors with varying risk appetites, return profiles, and financial needs. 

Unveiling modern balanced portfolios with Fidelity’s all-in-one ETFs. Mr. Mehta provides an overview of the factor-based approach to portfolio construction while uncovering the science behind quantitative investing techniques. 

A fulfilling retirement means choice, and that involves being financially secure enough to play, work, or learn as you see fit. This presentation examines the importance of lifestyle planning before touching on the "ins and outs" of the Canada/Quebec Pension Plan and Old Age Security, as well as other sources of retirement income. The presentation also considers the importance of the five key risks to retirement and touches on some estate planning considerations.