Registration - In-house Corporation

Fidelity Investments Canada ULC / Rob Strickland, President

Registration Information

In-house Corporation name: Fidelity Investments Canada ULC
Responsible Officer Name: Rob Strickland, President
Initial registration start date: 2023-12-01
Registration status: Active
Registration Number: 956575-376583

Associated Communications

Total Number of Communication Reports: 9

Monthly communication reports in the last 6 months: 3

Version 3 of 5 (2024-05-28 to 2024-06-11)

Registration versions:

Version 3 of 5 (2024-05-28 to 2024-06-11)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Consumer Issues, Financial Institutions	Participating in the Department of Finance’s Consultation on Upholding the Integrity of the Financial Sector and engaging with office holders to share Fidelity's perspective on ways to enhance choice and competition in the financial sector.	Policies or Program

Communication Techniques

Written communication
Oral communication

Government Institutions

Competition Bureau Canada (COBU)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Treasury Board Of Canada Secretariat (TBS)

Government institutions added through a monthly communication report

Senate of Canada

In-house Corporation Details

Description of activities

Fidelity Investments Canada ULC is an investment management firm, with $210 billion in assets under management (as of November 30, 2023). Our mission is to build better financial futures. We offer choice and access to a wide range of investment funds

Responsible officer name and position during the period of this registration

Rob Strickland, President

Government funding

No government funding was received during the last completed financial year.

In-house Corporation Contact Information

Address:
483 Bay Street, Suite 300
Toronto, ON M5G 2N7
Canada

Telephone number: 416-307-5200

Parent Company Information

FIL Limited
- Pembroke Hall, 42 Cow Lane,
  Pembroke HM19
  Bermuda

Subsidiary Beneficiary Information

Fidelity Investments Canada ULC does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

Lobbyists Details

Senior Officers whose lobbying activities represent less than 20% of their Duties

Sian Burgess, SVP Fund Oversight | No public offices held
Victor Choi, Director Corporate Affairs | Designated public offices held
Chris Pepper, Vice President Corporate Affairs | No public offices held
Rob Strickland, President | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

No lobbyists added

Fidelity Investments Canada ULC

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Fidelity Investments Canada ULC	2023-12-01	current

Fidelity Investments Canada ULC

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Senior Special Assistant Department of National Defence, Minister's Office	February 2015 to November 2015	November 4, 2015
Senior Special Assistant Department of Employment and Social Development, Minister's Office	September 2013 to February 2015	February 8, 2015
Special Assistant Department of Citizenship and Immigration, Minister's Office	March 2011 to September 2011	September 2, 2011
Special Assistant Parliament of Canada / House of Commons, Member of Parliament's office - Peter Kent	June 2009 to January 2011	January 12, 2011

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Senior Special Assistant Department of National Defence, Minister's Office	February 2015 to November 2015	November 4, 2015
Senior Special Assistant Department of Employment and Social Development, Minister's Office	September 2013 to February 2015	February 8, 2015
Special Assistant Department of Citizenship and Immigration, Minister's Office	March 2011 to September 2011	September 2, 2011
Special Assistant Parliament of Canada / House of Commons, Member of Parliament's office - Peter Kent	June 2009 to January 2011	January 12, 2011

Date Modified:: 2024-12-05

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Registration - In-house Corporation

Fidelity Investments Canada ULC / Rob Strickland, President

Registration Information

Associated Communications

Version 3 of 5 (2024-05-28 to 2024-06-11)

Version 3 of 5 (2024-05-28 to 2024-06-11)

Subject Matter Details

Communication Techniques

Government Institutions

Government institutions added through a monthly communication report

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties