Skip to main content
Thursday, November 5, 2026 Canada’s leading platform for small business insights
CanadianSME Business Magazine

No matches yet — press Enter to search everything.

Advertise With Us Subscribe Free
Menu
Subscribe Free
Latest News

Canadian Financial Advisors Say the Investment Case for Canada Is Getting Stronger

In May 2026, FidelityConnects Advisor Pulse Polls found that financial advisors viewed Canada as offering the most compelling investment...

CanadianSMEPublished October 14, 2026 · 3 min read
Canadian Financial Advisors Say the Investment Case for Canada Is Getting Stronger

In this article3 sections
  1. What do financial experts think of Canada?
  2. Why are they more bullish on Canada’s future?
  3. What is the Fidelity Global Asset Allocation Team’s…

In May 2026, FidelityConnects Advisor Pulse Polls found that financial advisors viewed Canada as offering the most compelling investment opportunity for their client portfolios, surpassing emerging markets, the U.S., Europe and other regions.   

After four months of escalating trade talks and tariffs, new Pulse Poll research released today shows advisors’ outlook on Canada has strengthened, defying some expectations that continued uncertainty might soften views on Canada and demonstrating real resilience in the way advisors view the country’s long term economic and investment prospects.  

“Since we started the FidelityConnects programming in 2018, we have been polling advisors’ views on Canada and other regions around the world,” said Chris Pepper, Vice President, Corporate Affairs, at Fidelity Investments Canada.   

“In the last year, we have been watching a big shift in how advisors feel about their home country. The latest results show this optimism is not just transient, but that it is more durable and improving.”  

How advisors' outlook on Canadian investment opportunities has changed over the past year
How advisors’ outlook on Canadian investment opportunities has changed over the past year

What do financial experts think of Canada?

Fielded on October 5 and 6, 2026, drawing on more than 1,500 responses, 6 in 10 financial advisors say that they are more bullish on Canada compared to 12 months ago.

These historically high levels of optimism as observed on the FidelityConnects platform come on the heels of the Canada Investment Summit and the federal government’s new policies, aimed at catalyzing investments in nation building projects and enhancing productivity over the long-term.   

Factors driving increased confidence in Canada as an investment destination
Factors driving increased confidence in Canada as an investment destination

Why are they more bullish on Canada’s future?

When asked to expand on why they view Canada as a more desirable investment destination for client capital, 4 in 10 financial advisors cited new policy direction and initiatives focused on economy, including the Mega Super Deduction, as the primary driver.

What is the Fidelity Global Asset Allocation Team’s view on Canada?

Fidelity’s Global Asset Allocation (GAA) Team based in Toronto manages $127.9 billion on behalf of over one million Canadian investors across 33 strategies (as at September 30, 2026).

Leveraging Fidelity’s global research platform, the GAA team continuously monitors markets and economies worldwide, making tactical portfolio adjustments as opportunities and risks emerge to seek to enhance the risk-reward profile for clients.

“For a long time, we have been underweight Canadian assets for several structural reasons, including over-dependence on the housing sector for growth, high levels of household debt and underinvestment in key sectors,” said David Wolf, GAA’s lead Portfolio Manager and former Advisor at the Bank of Canada.    

“Much has changed. We are now seeing the historic challenges facing Canada being met with a generational, multi-faceted policy response at a speed, scope and scale we have not seen in decades. We believe that markets are currently underestimating the resulting potential improvement in the long-term trajectory of Canada’s economic growth.  As a result, we have brought considerable capital home to Canada, and are now overweight the domestic market for the first time in over a decade.”

Collectively, the Fidelity Global Asset Allocation Team, Fidelity Investments Canada and Fidelity Investments-related entities around the world invest over $380 billion in Canadian equities and bonds (as at September 30, 2026).  

For more insights on the GAA’s Team’s views on the markets and portfolio positioning, please access their quarterly paper, Acting Despite Uncertainty. The Team’s current positioning reflects its assessment of prevailing market and economic conditions and may evolve over time.


About the FidelityConnects Advisor Pulse Polls  

FidelityConnects Advisor Pulse Polls capture real-time sentiment from one of Canada’s most engaged advisor communities, tracking perspectives on markets, geopolitics, technology, regulation and the business of advice. Poll sample sizes for this release ranged from1,509 – 1,544 advisors. Polls were conducted October 5 – 6, 2026.    


About FidelityConnects  

For the sixth consecutive year, FidelityConnects was ranked the #1 webcast and podcast by Canadian financial advisors, according to the 2026 Environics Advisor Digital Experience Study. Episodes are available on Spotify, Apple Podcasts, YouTube and other major platforms. Listen/Subscribe: Spotify | Apple Podcasts | YouTube  


About Fidelity Investments Canada ULC  

At Fidelity Investments Canada, our mission is to build a better future for our clients. Our diversified business serves financial advisors, wealth management firms, employers, institutions and individuals. As the marketplace evolves, we are constantly innovating and offering our clients choice of investment and wealth management products, services and technological solutions all backed by the global strength and scale of Fidelity. With assets under management of $428 billion (as at September 30, 2026), Fidelity Investments Canada is privately held and committed to helping our diverse clients meet their goals over the long term. Fidelity funds are available through financial advisors and online trading platforms. 

Find us on social media @FidelityCanada

https://www.fidelity.ca

Listen to FidelityConnects on Apple or Spotify

Source : Fidelity Investments Canada ULC

CanadianSME

With an aim to contribute to the development of Canada’s Small and Medium Enterprises (SME’s), Cmarketing Inc is a potential marketing agency and a boutique business management company progressing rapidly in its scope. By acknowledging a firm reliance of the Canadian economy over its SMEs, the agency has resolved to launch a magazine, the pure focus of which will be the furtherance of Canadian SMEs, and to assist their progress with the scheduled token of enlightenment via the magazine’s pertinent content.

View profile →

Related articles

Free every month
CanadianSME Small Business Magazine, October 2026, featuring executive coach Nadine Zeinoun Khoury
October 2026 issue out now
Free for Canadian business owners

Get the Magazine and the Tuesday Briefing

Each new issue of CanadianSME Small Business Magazine, plus a weekly email with CRA deadlines and grant intakes.

No spam. Unsubscribe anytime. See our privacy policy.
Free

By downloading you agree to our terms and privacy policy.
· Reader offer

Enter your email to unlock the code. You’ll also get the Tuesday Briefing — unsubscribe anytime.