FIDELITY PRIVATE WEALTH

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Insights

About us

Meet our team

Our services

Insights

Fidelity Private Wealth insights

Browse our library of wealth insights and get information on a range of topics, from tax and estate planning to succession and generational wealth transition and more.

Affluent Canadians Report

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Quarterly Market Commentary - June 2026

Quarterly Market Commentary - March 2026

2025 Fidelity Retirement Report

Quarterly Market Commentary - December 2025

2025 year-end tax planning guide

Quarterly market commentary - September 2025

A guide to Registered Educations Savings Plans (RESPs)

The ins and outs of locked-in accounts

Saving for retirement: Registered Retirement Income Funds (RRIFs)

Foreign reporting: Does it apply to you?

Quarterly market commentary - June 2025

How to choose the right charity for you

Why a holistic plan is key for managing wealth

Preparing your children to protect wealth for future generations

How to plan for your child’s education from kindergarten to grad school

Quarterly market commentary - March 2025