In Conversation with Fidelity: Planning for What’s Next

In Conversation with Fidelity

Fidelity presents a half-day virtual event exploring key retirement planning trends, strategies to strengthen client retirement readiness, and practical approaches to advisor succession and practice transitions.

3 hours of CE toward

FP Canada
MFDA
Life (ON, AB, SK)
Life/A&S (BC, MB)

Online, Zoom

Nov. 18, 2026

12 - 3 PM ET

What does effective planning really look like?

Our next Spotlight session with Fidelity explores the factors shaping retirement confidence in Canada, including inflation, economic uncertainty, government benefits, decumulation, and the growing role of AI in financial decision-making, while highlighting the value of written financial plans and professional advice.
Examine advisor succession planning, which includes retirement timelines, potential successors, practice sales, buyer fit, operational readiness, and the financial and personal considerations that can influence a successful transition.

Register for access to practical insights in strengthening client retirement planning and bring greater clarity to their own succession decisions.

Session Details

Beyond the Headlines: How Planning Shapes Retirement Confidence

Despite ongoing concerns about inflation and economic uncertainty, having a written financial plan can make a significant difference in how prepared Canadians feel for retirement. Jacqueline Power,
Director of Tax and Retirement Research at Fidelity Investments Canada, explores the latest retirement research, including trends in retirement confidence, income planning, government benefits, decumulation and the evolving role of AI in financial decision-making. Discover how professional advice and a structured approach to retirement planning can help Canadians make more informed decisions about their financial future.

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Jacqueline Power
Director, Tax and Retirement Research
Fidelity Investments Canada

Closing the Advisor Succession Planning Gap

Planning for the future of your practice starts well before retirement is on the horizon. Pier-Alexandre Drouin explores common assumptions about succession timelines, potential successors and selling a practice, helping advisors identify gaps and risks in their current approach. Learn about the financial, operational, client and personal considerations that can shape a successful transition, including how to evaluate potential successors and buyers with your clients’ long-term interests in mind.

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Pier-Alexandre Drouin
VP, Business Development - Wealth Management
Fidelity Wealth

Panel Discussion: Advisor Perspectives on Succession

What does succession planning look like in practice? Hear directly from wealth advisors as they share their experiences, perspectives and lessons learned from navigating succession planning.

Event Details