Stephanie Lee has been appointed Business Development Manager at Fidelity Canada, marking a new step in her career within investment management, financial services, and client relationship development.
In her new role, Lee is expected to support Fidelity Canada’s business development efforts, focusing on strengthening client relationships, identifying growth opportunities, and supporting the firm’s engagement with advisors, partners, and investors across the Canadian market.
The appointment comes at a time when investment firms continue to place strong emphasis on client education, market access, and tailored investment solutions. As investors navigate changing market conditions, business development professionals play an important role in helping firms connect with clients, communicate value, and support long-term financial goals.
Lee’s new position highlights Fidelity Canada’s continued focus on expanding its market relationships and enhancing support for clients and partners. Her role is expected to contribute to the company’s growth strategy by helping develop commercial opportunities and deepen engagement across key segments of the financial services industry.
The move also reflects the growing importance of relationship-led growth in asset management, where trust, product knowledge, and client-focused communication are essential to supporting investors and financial professionals.
About Fidelity Canada
Fidelity Canada has been helping Canadian investors build better financial futures for more than 35 years, offering individuals and institutions a range of investment portfolios and services. The company is part of the broader Fidelity Investments group, one of the world’s largest financial services providers.
Fidelity Investments Canada ULC provides mutual funds, ETFs, and investment solutions to Canadian investors, supported by global investment expertise and local market knowledge. Its products are advised by Fidelity Canada Investment Management and sub-advised by several global investment management entities.
According to Fidelity Canada, the firm serves more than 2.2 million Canadian investors and manages around $380 billion in assets under management as of April 16, 2026.
With Stephanie Lee joining as Business Development Manager, Fidelity Canada is positioned to further strengthen its client engagement, support business growth, and continue delivering investment solutions to investors and institutions across Canada.
