12-Month Lobbying Summary - In-house Corporation

Fidelity Investments Canada ULC / Rob Strickland, President

Registration Summary

Active - Last Updated: 2026-04-21

Who is lobbying?

Fidelity Investments Canada ULC (Address & business activities)

Rob Strickland, President

Received government funding or funding expected in current financial year

Business Relationships

Fidelity Investments Canada ULC is a subsidiary of the following parent companies

FIL Limited (Address information)

Beneficiaries of the Lobbying Activity

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

What is being lobbied?

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Consumer Issues, Financial Institutions	1. Discussion on policy options to strengthen retirement security of Canadians and to build a vibrant investment industry.	Policies or Program
Consumer Issues	2. Discussion on policy options to allow electronic delivery of financial information and improve Canadian investors’ experience	Policies or Program

Subject matter details in previous versions

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Consumer Issues	Discussion on policy options to allow electronic delivery of financial information and improve Canadian Investors' experience	Policies or Program
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

Subject matters added through a communication report:

Consumer Issues
Financial Institutions

Who is being lobbied?

Government Institutions

Bank of Canada
Canada Revenue Agency (CRA)
Competition Bureau Canada (COBU)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Senate of Canada
Treasury Board Of Canada Secretariat (TBS)

Communication techniques

Communication techniques that have been used or are expected to be used in the course of the undertaking:

Oral communication
Written communication

Who are the lobbyists?

Please note that registrations and registration updates with effective dates of January 19, 2026, or after will be subject to the new significant part of duties threshold. For more information, please consult our interpretation bulletin.

Senior officers whose lobbying activities represent less than a significant part of their duties

Rob Strickland, President | No public offices held
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

Senior officers and employees whose lobbying activities represent a significant part of their duties

No lobbyists added

Lobbyists in previous versions
Senior Officers whose lobbying activities represent less than 20% of their Duties
- Rob Strickland, President | No public offices held
- 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

Registration number: 956575-376583
View all registrations versions

Monthly Communication Reports

What oral and arranged communications have taken place?

Date	DPOH, Position Title \| Government Institution	Subject Matters
2025-10-02	Jerome Côté, Director of Policy Canada Revenue Agency (CRA)	Consumer Issues, Financial Institutions
2025-09-15	Brad Callaghan, Associate Deputy Commissioner Competition Bureau Canada (COBU)	Consumer Issues, Financial Institutions
2025-08-08	Frank Lofranco, Deputy Commissioner Financial Consumer Agency of Canada (FCAC)	Consumer Issues, Financial Institutions
2025-08-07	Matthew O'Connell, Deputy Director Financial Sector Policy \| Office of the Minister of Finance, Finance Canada (FIN)	Consumer Issues, Financial Institutions

View all monthly communication reports

Fidelity Investments Canada ULC - Address & business activities

Address:

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

Telephone number: 416-307-5200

Description of activities:
Fidelity Investments Canada ULC’s mission is to build better financial futures. With $363 billion in assets under management (as of March 12, 2026), Fidelity Investments Canada ULC is among the largest investment management companies offering Canadian investors and institutions a wide range of mutual funds and exchange traded funds.

Descriptions of the corporation's activity in previous versions:
- Fidelity Investments Canada ULC’s mission is to build better financial futures. With $341 billion in assets under management (as of November 6, 2025), Fidelity Investments Canada ULC is among the largest investment management companies offering Canadian investors and institutions a wide range of mutual funds and exchange traded funds.
- Fidelity Investments Canada ULC is the second largest mutual fund company offering investment fund management and portfolio management in Canada. Our mission is to build better financial futures. We offer choice and access to a wide range of investment funds.
- Fidelity Investments Canada ULC is the third largest mutual fund company offering investment fund management and portfolio management in Canada. Our mission is to build better financial futures. We offer choice and access to a wide range of investment funds.
- Fidelity Investments Canada ULC is an investment management firm, with $280 billion in assets under management (as of March 31, 2025). Our mission is to build better financial futures. We offer choice and access to a wide range of investment funds.
- 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

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

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

Date Modified:: 2026-04-23

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12-Month Lobbying Summary - In-house Corporation

Fidelity Investments Canada ULC / Rob Strickland, President

Who is lobbying?

Fidelity Investments Canada ULC (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Fidelity Investments Canada ULC is a subsidiary of the following parent companies

Beneficiaries of the Lobbying Activity

What is being lobbied?

Subject Matter Details

Subject matters added through a communication report:

Who is being lobbied?

Government Institutions

Communication techniques

Who are the lobbyists?

Senior officers whose lobbying activities represent less than a significant part of their duties

Senior officers and employees whose lobbying activities represent a significant part of their duties

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

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

Fidelity Investments Canada ULC / Rob Strickland, President

Fidelity Investments Canada ULC (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Fidelity Investments Canada ULC is a subsidiary of the following parent companies

Beneficiaries of the Lobbying Activity

Subject Matter Details

Subject matters added through a communication report:

Government Institutions

Communication techniques

Senior officers whose lobbying activities represent less than a significant part of their duties

Senior officers and employees whose lobbying activities represent a significant part of their duties

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

Fidelity Investments Canada ULC - Address & business activities

FIL Limited