Fidelity Canada
Jean-Claude (JC) Sullivan, CFA, CFP, CAIA, has extensive experience in the financial services industry, currently serving as District Vice President for Fidelity Canada in New Brunswick since September 2015, where notable achievements include receiving the Top New District VP award in both 2021 and 2022. Prior roles include Business Development Manager and Business Development Associate in Calgary, where responsibilities encompassed building relationships with financial advisors, managing territories, and supporting fundraising efforts. Earlier experience includes promoting Molson Coors products as a Brand Ambassador while in university and instructing finance tutorials at St. Francis Xavier University. JC holds a Bachelor's Degree in Finance from St. Francis Xavier University and has pursued additional qualifications including CFA, CFP, and CAIA designations.
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Fidelity Canada
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At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: Fidelity Investments Canada ULC (FIC) and Fidelity Clearing Canada ULC (FCC). ___ Follow us on Twitter, Instagram and Facebook: @FidelityCanada Legal: bit.ly/2D1xMkS