September 12 - 13, 2025|Toronto
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Raghav Mehta's Schedule

Strategist
Fidelity Canada
Introducing Fidelity and Our ETF Solutions for Investors
Friday, September 13, 2024, 9:55 am - 10:10 am
Focus: ETFs

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. 

Fidelity All-in-One ETFs—Simplifying Portfolio Construction
Friday, September 13, 2024, 1:40 pm - 2:10 pm
Focus: ETFs

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. 

The Evolution of the Balanced Portfolio
Friday, September 13, 2024, 3:15 pm - 4:00 pm
Focus: ETFs

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. 

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Raghav Mehta's Profile

Raghav Mehta is responsible for communicating Fidelity Canada’s ETF product strategy, research, market insights, industry trends, and portfolio construction ideas for equities, fixed income, and alternative ETFs to clients, prospects, and industry experts across Canada. Mr. Mehta started his career trading bonds as a fixed-income trader. He worked in the global fixed-income sales and trading group at Scotiabank within Capital Markets.

Mr. Mehta recently joined Fidelity Canada from SunGard where he spent the last five years as a strategist in institutional sales and cross-asset trading. Prior to that role, he had spent five years at Scotia and RBC Capital Markets as a fixed-income professional and global credit analyst. Mr. Mehta is focused on helping advisors, institutional clients, and investors understand how they could incorporate exchange-traded funds into their investment portfolios. He has his business degree from U of T and is a CFA charter holder.

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