Headquarters:

483 Bay St, Suite 300, Toronto, ON M5G 2N7

Year founded:

1987

Number of employees:

2,710

Phone:

416 307 5200

Email:

hroperations@fidelity.ca

Website:

fidelity.ca

LinkedIn:

linkedin.com/company/fidelitycanada

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Brett Bastow, IQumulate Premium FundinG

Andrew Wells (he/him/his)

Head of Fidelity Canada

Rob Strickland (he/him/his)

Head of Fidelity Canada and President of Fidelity Investments Canada

Kevin Barber (he/him/his)

President Fidelity Clearing Canada

Leadership

Andrew Wells is the president and head of Fidelity Canada, and the chief information officer of Fidelity International. He is responsible for Fidelity Canada’s strategic development and executive leadership. His mandate includes working to bring the best of Fidelity’s global organization to the company’s Canadian clients, including a wide array of products, tools, and investment insights. A member of Fidelity International’s Global Operating Committee, Wells represents the excellence developed in each of the Canadian businesses within the broader Fidelity Organization. Before assuming his current role, Wells was global chief investment officer of fixed income, solutions, and real estate at Fidelity International.

Head of Fidelity Canada and President of Fidelity Investments Canada

Andrew Wells (he/him/his)

Rob Strickland is Head of Fidelity Canada and President of Fidelity Investments Canada ULC (FIC). Rob joined FIC in 2003 as Executive Vice-President and Head of Fidelity Advisor Sales. Rob started in the financial industry in 1984. Before joining Fidelity, Rob held a number of positions with TD Bank Financial Group, including President, TD Waterhouse Financial Planning; Chief Operating Officer, Tokyo-Mitsubishi TD Waterhouse Securities Co. in Tokyo; and President, TD Evergreen.

Head of Fidelity Canada and President of Fidelity Investments Canada

Rob Strickland (he/him/his)

Kevin Barber is an accomplished business leader with more than 25 years of financial services experience in various sectors including finance, product development, marketing, institutional sales and service, fund treasury, and risk management. In his role as president of FCC, Barber is responsible for overseeing all operations of the business and working closely with his colleagues within Fidelity Canada. Barber has been with Fidelity for over 20 years, where he held several senior management positions, including his most recent position as SVP of client services at Fidelity Investments Canada. In addition to his SVP client services role at FIC, Barber joined FCC as chief administration officer in October 2016. Prior to his tenure at Fidelity, Barber worked in public accounting and management consulting at KPMG and PricewaterhouseCoopers (PwC), respectively, and worked in the property and casualty insurance sector. He holds an honours degree from the University of Waterloo and an MBA from York University. Additionally, he is a certified Chartered Professional Accountant.

President Fidelity Clearing Canada

Kevin Barber (he/him/his)

Jason Louie (he/him/his)

Chief Financial Officer Fidelity Canada

Jason Louie joined FIC in 2005. He is the chief financial officer for Fidelity Investments Canada and oversees the financial management and corporate services of the broader Fidelity Canada organization. During his tenure, Louie has held a variety of progressively more senior roles across the finance and corporate services function. He is a member of FIC’s Senior Executive Team (SET) and the Fidelity Canada Executive Team (FCET). Prior to Fidelity, Louie was at PricewaterhouseCoopers (PwC), where he spent five years within the audit team specializing in telecommunications, mining, and financial services industries. Following his time in auditing, Louie moved to a newly formed Transaction Services team within PwC, which focused on financial due diligence work for corporate and financial buyers. He holds a Master’s of Accounting degree from the University of Waterloo and is a Chartered Professional Accountant (CPA).

Chief Financial Officer Fidelity Canada

Jason Louie (he/him/his)

Sian Burgess (she/her/hers)

Senior Vice President, Fund Oversight, Fidelity Investments Canada

Sian Burgess is Senior Vice-President, Fund Oversight for Fidelity Investments Canada ULC. In this role, she is responsible for Fidelity’s fund treasury, risk, legal, compliance and procurement functions and oversees Fidelity’s various Boards of Directors. She is a member of Fidelity’s executive committee. Sian is engaged in the Canadian financial services industry as a member of the Board of Directors of SIMA. She is Chair of the Policy & Operations Steering Committee, and a member of SIMA’S Executive and Governance Committees.

Senior Vice President, Fund Oversight, Fidelity Investments Canada

Sian Burgess (she/her/hers)

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

Andrew Marchese (he/him/his)

Chief Investment Officer and Portfolio Manager Fidelity Canada Investment Management

Russell Kaunds (he/him/his)

Chief Technology Officer Fidelity Investments Canada

Diana Godfrey (she/her/hers)

Senior Vice-President, Human Resources and Corporate Affairs Fidelity Investments Canada

Kelly Creelman

Executive Vice President, Product and Innovation

Andrew Marchese is chief investment officer and portfolio manager at Fidelity Canada Investment Management. In this role, he leads a team of portfolio managers, equity and credit research professionals, traders and other professionals responsible for managing and supporting many retail and institutional strategies. Marchese’s portfolio management responsibilities include the Fidelity Canadian Systematic Equity Institutional and Fidelity Canadian Core Equity Institutional investments strategies for institutional clients. He also manages the Fidelity Canadian Disciplined Equity® Fund, the Fidelity Concentrated Canadian Equity Private Pool, and the Fidelity Canadian Equity Private Pool. He was appointed chief investment officer in January 2014. He joined Fidelity in August 1998 as an equity research associate.

Chief Investment Officer and Portfolio Manager Fidelity Canada Investment Management

Andrew Marchese (he/him/his)

Russell Kaunds is the chief technology officer for Fidelity Investments Canada ULC. In this capacity, he oversees information technology for the organization in Canada. He is also a member of the Senior Executive Team (SET) for FIC and a member of the Fidelity Canada Executive Team (FCET). Kaunds joined Fidelity in May 2001 as manager, systems operations. Before joining Fidelity, he held a number of positions within CitiBank, Reliance Capital, Société Générale, and PricewaterhouseCoopers. He worked in India, the EMEA region, and Singapore before settling in Canada.

Chief Technology Officer Fidelity Investments Canada

Russell Kaunds (he/him/his)

Diana Godfrey is the Senior Vice-President, Human Resources and Corporate Affairs. In this role, she oversees industry-leading employee experience, employee benefits, learning, talent development, diversity and inclusion, charitable, dynamic working, communications, digital media and market research functions and programs for the Fidelity Canada organization. Diana joined the human resources department at FIC in 1995. Before joining Fidelity, Diana was head of human resources for a division of Sandvik Canada Inc., a multi-national engineering company specializing in industrial cutting tools and metal-cutting technology.

Senior Vice-President, Human Resources and Corporate Affairs Fidelity Investments Canada

Diana Godfrey (she/her/hers)

Kelly Creelman is Executive Vice President, Product and Innovation, for FIC. Kelly oversees the development of innovative products and services to drive growth across advisor and institutional markets. Her team partners closely with Fidelity's investment, distribution, and technology teams. Prior to stepping into her current role, Kelly previously led the product development and management teams for FIC, and was responsible for the development, management and marketing of FIC’s mutual funds, ETFs and portfolio solutions. Kelly joined FIC in 2000 and throughout her time at FIC, she has acted as Head of Product for both Retail Products and Solutions and Institutional Products & Marketing.

Executive Vice President, Product and Innovation

Kelly Creelman

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.” “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

IQumulate invests in education and people, which are vital to attracting new business and talent to the company. “We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.” Clients can also expect a lot from working with IQumulate. “Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”

Dave Bushnell

Executive Vice President, Client Experience

Dave Bushnell is Executive Vice President, Client Experience, at FIC. He leads the National Sales, Client Services, Marketing, and National Accounts and Sales Enablement groups. Dave's team combines their diverse skillsets to deliver a seamless and consistent experience for our clients. Dave joined Fidelity as an Inside Wholesaler in 2005. He became a Wholesaler in 2007 and was promoted to Regional Vice President in 2013. In 2020, he became a member of Fidelity Canada’s Senior Executive Team as the SVP, Head of Marketing. He was promoted to SVP, Advisor Distribution in 2021, and to his current role as Executive Vice President, Client Experience in 2026. Dave started his career as a financial advisor with Sun Life Financial in 2003.

Executive Vice President, Client Experience

Dave Bushnell

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

“We build our programs around the whole person, not just the job description”

Diana Godfrey, Fidelity Canada

“By actively investing in our employees and providing them with the tools and opportunities to grow, they’ll build careers instead of résumés”

Diana Godfrey, Fidelity Canada

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Fidelity Canada’s view is simple: you can’t build better financial futures for clients without first investing in your own people. That philosophy, at the company’s core since 1987, is what underpins its recognition as a Benefits and Pensions Monitor Top Employer 2026. The company’s culture is built on: trust Integrity bravery curiosity compassion Under its ‘Feel Fidelity’ banner, the firm makes a clear promise: people will be known, supported, and able to grow meaningful careers. That focus allows it to invest in benefits and pensions that sit well above industry norms. The centerpiece is an industry‑leading Group RRSP. Employees do not need to contribute a dollar of their own money to receive employer contributions that can reach up to 15 percent of salary and bonus, with rates rising with tenure. In 2025 alone, Fidelity invested a total of $31.6 million into employees’ retirement savings through this plan. That long‑term mindset extends to employee’s families. Through the Fidelity Family Plan, employees and relatives – from spouses and children to parents, siblings and even in‑laws – can invest directly in Fidelity’s mutual funds and ETFs with no administration charges and discounted management fees. The plan has attracted more than 2,000 current and former employees, underlining how powerful it is.

The company’s well-being support is equally ambitious. In 2026, Fidelity increased its mental health coverage to $6,000 a year for full‑time employees (and $3,000 for part‑time), alongside a growing network of Mental Health First Aid-trained managers and volunteers who can connect colleagues with resources quickly and compassionately. Comprehensive women’s and family‑health services, including fertility, maternity, parenting, and menopause support powered by Maven, further underscoring the firm’s commitment to supporting employees through every life stage. Fidelity also understands that flexibility is now a core benefit. Its “dynamic working” hybrid model lets most people blend home and office in a way that works for their role, supported by home‑office funding and a suite of options such as flex hours, part‑time work, and job‑sharing. The same inclusive mindset runs through Fidelity’s DEI work. Five employee resource groups (ERGs) enjoy 100 percent executive sponsorship and engage roughly one in five employees in mentoring, development, and community initiatives, helping ensure that the firm’s rich benefits, flexibility, and careers genuinely work for people from all backgrounds: Pride for 2SLGBTQ+ employees Women’s Leadership Group Aspire for members of the Latino and Black community Elevate to enhance Asian cultural awareness Enable to champion accessibility The impact of Fidelity’s employee investments is unmistakable. In its 2025 engagement survey, 95 percent of respondents said they would recommend Fidelity Canada as a great place to work, and 98 percent agreed their role helps customers – a ringing endorsement that the firm’s investment in benefits, pensions, and people is paying off.  

Youtube:

youtube.com/@FidelityCanada