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Ethics is at the foundation of every successful advisory practice, but today's environment requires advisors to navigate increasingly complex regulatory expectations, client relationships and financial risks.
Join us for a special webcast examining ethics through multiple lenses.
Peter Bowen, Fidelity's Vice President of Tax and Retirement Research, will sit down with Andrea Rigobon, Director Legal Services, for an update on the evolving regulatory landscape, including key developments related to CIRO's advisor incorporation proposal.
Ellen Bessner, leading defence lawyer for advisors and dealers in regulatory matters and litigation, explores
the ethical challenges that can arise when working with senior clients and the pitfalls advisors face when professional boundaries become blurred.
Former RCMP investigator and corporate intelligence expert Chris Mathers shares practical insights on protecting clients from fraud, scams, financial exploitation and cybersecurity threats.
Gain actionable guidance
to help strengthen your judgment, reinforce client trust and navigate ethical challenges with confidence.
This webcast will be presented in English with live French, Mandarin and Cantonese audio interpretation.
Thursday, September 17, 2026
11:30 a.m. – 1:00 p.m. ET
Guests:
Andrea Rigobon, Director, Legal Services
Peter Bowen, VP, Tax and Retirement Research
Ellen Bessner, Commercial Litigation Partner, Babin Bessner Spry LLP
Chris Mathers, former RCMP investigator and crime & risk consultant
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Join us for a live Q& with portfolio manager Will Danoff, manager of Fidelity Insights Class, as he discusses his outlook for the U.S. and global markets.
Monday, February 11, 2019
1:30 p.m. – 2:00 p.m. ET
Guest:
Will Danoff, portfolio manager
Join us for a live Q& with portfolio manager Will Danoff, manager of Fidelity Insights Class, as he discusses his outlook for the U.S. and global markets.
Monday, February 11, 2019
1:30 p.m. – 2:00 p.m. ET
Guest:
Will Danoff, portfolio manager
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Tune in. Drive the conversation.
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CE credits pending approval from the following governing bodies: IAFE, CIRO, FRSA, AIC, FP Canada, ICM, and ICBC.
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Live analysis with NAFTA trade expert, Heather Hagerty and portfolio managers Jeff Moore and Michael Foggin on what the new NAFTA trade deal means for investors and advisors.
Tune in. Drive the conversation.
Date: Monday, October 11, 2018
Time: 1:30 p.m. to 2:00 p.m.
Host(s):
Heather Hagerty, NFTA trade export
Jess Moore, portfolio manager
Michael Foggin, portfolio manager
Live analysis with NAFTA trade expert, Heather Hagerty and portfolio managers Jeff Moore and Michael Foggin on what the new NAFTA trade deal means for investors and advisors.
Tune in. Drive the conversation.
Date: Monday, October 11, 2018
Time: 1:30 p.m. to 2:00 p.m.
Host(s):
Heather Hagerty, NFTA trade export
Jess Moore, portfolio manager
Michael Foggin, portfolio manager
2025 Outlook
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2025 Outlook
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This site is for persons in Canada only.
Mutual funds sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.
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Views expressed regarding a particular company, security, industry or market sector are the views only of that
individual as of the time expressed and do not necessarily represent the views of Fidelity or any other person in the Fidelity organization.
Such views are subject to change at any time based upon markets and other conditions, and Fidelity disclaims any responsibility to update such views.
These views may not be relied on as investment advice and, because investment decisions for a Fidelity Fund are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity Fund.
Fidelity will apply for CE credits immediately following
the webcast.
Any applicable CE credits will be assigned retroactively and will be emailed to you in approximately six to eight weeks.
We will submit webcast content to the following regulatory bodies for review:
• Institute for Advanced Financial Education (IAFE)
• Canadian Investment Regulatory Organization (CIRO)
o Investment Dealer Division
o Mutual Fund Dealer Division
• Financial Services Regulatory Authority of Ontario (FSRA)
• Alberta Insurance Council (AIC)
• FP Canada™
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• Insurance Council of British Columbia (ICBC)
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