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FIDELITY WEALTH®
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Planning the future of your practice can bring both opportunity and uncertainty. The right succession plan can help you protect what you’ve built, support your clients and move into your next chapter with confidence.
In our Beyond the Book webcast, Pier-Alexandre Drouin, Vice President, Business Development - Wealth Management, will walk through common assumptions about advisor succession and the factors that can help you confidently transition your business.
Whether succession is still several years away or already on your mind, this session can help you approach your next steps with greater clarity.
Wednesday, October 21, 2026
2:00 p.m. – 2:30 p.m. EST | 11:00 a.m. – 11:30 a.m. PDT
Presenter:
Pier-Alexandre Drouin, Vice President, Business Development – Wealth Management
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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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Prepared by Fidelity Wealth ULC, a mutual fund and investment dealer, member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund. Execution, clearing, custody and back-office services are through affiliate Fidelity Canada Clearing ULC; insurance products via affiliate Fidelity Canada Insurance Services ULC.
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.
You may unsubscribe from these communications at any time by clicking here or contact our Wealth Support team at 1-833-854-5009. If you do, you may still receive certain electronic messages from us as permitted by law, such as transactional messages relating to your existing accounts and services.
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 Wealth’s privacy policy
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