Registration - Organization

Fidelity Investments Canada ULC / Rob Strickland, President

Registration Information

Organization name: Fidelity Investments Canada ULC
Senior Officer Name: Rob Strickland, President
Initial registration start date: 2021-06-14
Registration status: Active
Projected end date: No date provided
Registration number: 8103-4314

Associated Lobbying Activity Reports

Total number of Lobbying Activity Reports: 8

Lobbying Activity Reports - last 6 months: 1

Version 7 of 10 (2023-09-19 to 2023-10-18)

Registration versions:

Version 7 of 10 (2023-09-19 to 2023-10-18)

Lobbying Information

Subject Matter of the Lobbying Activities

Details Regarding the Identified Subject Matter

Will any of the lobbyists listed within this registration arrange a meeting between a public office holder and any other individual for the purpose of attempting to influence any of the matters listed below:

Yes

Subject matters added through an Lobbying Activity Report:
Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Advocate for government to make amendments to the Electronic Transactions Act and securities regulation to allow for a digital first, paper second model that would bring mutual funds in line with other financial services with respect to digitalization.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly Development or enactment of any regulation, including the enactment of a regulation for the purposes of amending or repealing a regulation	Consumer Issues, Financial Institutions
Digitalization	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly	Consumer Issues, Financial Institutions
Subject matters added through an Lobbying Activity Report:
Client Focused Reforms (CFR) - National Instrument NI 31-103, Addressing Conflict of Interest	Development or enactment of any regulation, including the enactment of a regulation for the purposes of amending or repealing a regulation	Consumer Issues, Financial Institutions
Digitalization	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly	Consumer Issues, Financial Institutions

BC Ministries/Provincial Entities

Attorney General
British Columbia Securities Commission
Citizens' Services
Finance
Housing
Jobs, Economic Development and Innovation
Member(s) of the BC Legislative Assembly
Office of the Premier

Organization Details

Senior Officer Name and Position during the Period of this Registration

Rob Strickland, President

Organization Contact Information

Fidelity Investments Canada ULC

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

Telephone number: 416-307-5200

Description of Activities

Fidelity Investments Canada ULC is the third largest mutual fund company in Canada. Fidelity manages over $199 billion in retail mutual funds, ETFs and institutional assets for Canadian investors. For over 70 years, including 33 years in Canada, Fidelity has put investors first by working hard to help them achieve their financial goals.

Gifts or benefits provided by the organization

Gifts or Benefits Provided to Public Officer Holders
Name	Gift or Benefit Description	Circumstance	Date Promised	Value Promised	Date Given	Value Given
No Records

Contributors to the Lobbying Activity

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of the organization that has a direct interest in the outcome of the lobbying activity.

Government Funding in the Last 12 Months

No government funding was requested or received within the preceding 12 months.

Coalition Members Information

Fidelity Investments Canada ULC is not a coalition member.

Affiliates with a Direct Interest in the Outcome

Fidelity Investments Canada ULC does not have any affiliates that could have a direct interest in the outcome of the lobbying activities

Other Persons or Organizations with Direct Interests

The activities of Fidelity Investments Canada ULC are not controlled or directed by another person or organization with a direct interest in the outcome of this undertaking.

Lobbyists Details

Lobbyists Employed by this Organization

Lobbyist

Contributions

Sian Burgess
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Rob Strickland
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Fidelity Investments Canada ULC

Name change history

Name change history
Name	From	To
Fidelity Investments Canada ULC	2021-06-14	current

Fidelity Investments Canada ULC

Senior Officer History
Senior Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

Rob Strickland, President (Organization)

Learn more...

Designated Filers are required to submit a Lobbying Activity Report for each lobbying activity with a senior public officer holder. The name of the most senior paid officer (i.e. the designated filer) will appear on all in-house Lobbying Activity Reports, whether or not he/she participated in the activity.

Note: Lobbying Activity Reports are due on the 15^th day of each month for lobbying activities that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-8 of 8

Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- John Hinze, Director - Corporate Finance | British Columbia Securities Commission
- Noreen Bent, Chief- Legal Services, Corporate Finance | British Columbia Securities Commission
Lobbying Activity date: 2024-09-17
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2024-10-08
Lobbying Activity number: 4314-37497 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Brenda Leong, Chair and CEO | British Columbia Securities Commission
- Gordon Johnson, Vice-Chair | British Columbia Securities Commission
- John Hinze, Director- Corporate Finance | British Columbia Securities Commission
- Noreen Bent, Chief- Legal Services, Corporate Finance | British Columbia Securities Commission
Lobbying Activity date: 2023-10-18
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2023-11-15
Lobbying Activity number: 4314-29789 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Joseph Primeau, Executive Director, Financial and Corporate Sector Policy Branch, Policy and Legislation Division | Finance
- Tim Prisiak, Director, Capital Markets Policy | Finance
- Anita Kataoka, Senior Policy Advisor | Finance
Lobbying Activity date: 2022-04-05
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2022-05-16
Lobbying Activity number: 4314-18120 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- CJ Richie, Associate Deputy Minister and Government Chief Information Officer | Citizens' Services
- HB Teo, Executive Director and Chief Information Officer, Ministry of Finance | Citizens' Services
Lobbying Activity date: 2022-03-02
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2022-04-16
Lobbying Activity number: 4314-17285 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Selina Robinson, Finance Minister | Finance
- Heather Wood, Deputy Finance Minister | Finance
- Cherly May, Associate Deputy Minister | Finance
- Doug Foster, Associate Deputy Minister | Finance
Lobbying Activity date: 2022-02-28
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2022-03-15
Lobbying Activity number: 4314-16650 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Selina Robinson, Minister of Finance | Finance
- Heather Wood, Deputy Minister of Finance and Secretary to the Treausry Board | Finance
- Cheryl May, Associate Deputy Minister, Crown Agencies Secretariat | Finance
- Doug Foster, Assistant Deputy Minister, Strategic Initiatives | Finance
- Nicole Wright, Assistant Deputy Minister | Finance
- Jade Ashbourne, Senior Ministerial Advisor to the Minister of Finance | Finance
- Liam Lawson, Senior Ministerial Advisor to the Minister of Finance | Finance
- Jennifer Michell, Director, Executive Operations & Strategic Initiatives, Deputy Minister's Office | Finance
- Kim Horn, Principal, Crown Agency Policy & Strategic Initiatives | Finance
- David Coburn, Director, Crown Agency Policy & Strategic Initiatives | Finance
- Christine Fast, Director, Crown Agency Policy & Strategic Initiatives | Finance
- Anne Foy, Director, Crown AgencyLegislation & Strategic Initiatives | Finance
- David Eby, Attorney General | Attorney General and Minister responsible for Housing
- Richard Fyfe, Deputy Attorney General | Attorney General and Minister responsible for Housing
- Derrick Harder, Senior Ministerial Advisor to the Attorney General | Attorney General and Minister responsible for Housing
- Haiqa Cheema, Ministerial Advisor to the Attorney General | Attorney General and Minister responsible for Housing
- Geoff Moyse, Executive Counsel to the Deputy Attorney General | Attorney General and Minister responsible for Housing
- Melissa Sexsmith, Executive Director Strategic Planning & Digital Transformation | Attorney General and Minister responsible for Housing
- Ravi Kahlon, Minister of Jobs, Economic Recovery, and Innovation | Jobs, Economic Recovery and Innovation
- Brenda Bailey, Parliamentary Secretary for Technology and Innovation | Jobs, Economic Recovery and Innovation
- Kerry Pridmore, Assistant Deputy Minister of Trade and Industry Development | Jobs, Economic Recovery and Innovation
- Hayden Lansdell, Assistant Deputy Minister of Digital Platforms and Data | Citizens' Services
- Alli Malpass, Manager, Divisional Operations of Digital Platfroms and Data | Citizens' Services
- Brenda Leong, Chair and Chief Executive Officer | British Columbia Securities Commission
- Peter Brady, Executive Director | British Columbia Securities Commission
- John Hinze, Director, Corporate Finance | British Columbia Securities Commission
- Mark Wang, Director, Capital Markets Regulation | British Columbia Securities Commission
Lobbying Activity date: 2022-02-17
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2022-03-15
Lobbying Activity number: 4314-16531 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Kerry Pridmore, Assistant Deputy Minister and Chief Records Officer | Citizens' Services
- Matt Reed, Executive Director and A/Chief Policy Officer | Citizens' Services
Lobbying Activity date: 2021-07-20
Lobbyists who performed the lobbying activity: Sian Burgess
Posted date: 2021-09-20
Lobbying Activity number: 4314-12843 View Lobbying Activity Report
Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- Brenda Leong, Chair and Chief Executive Officer | British Columbia Securities Commission
Lobbying Activity date: 2021-06-14
Lobbyists who performed the lobbying activity: Sian Burgess
Posted date: 2021-09-20
Lobbying Activity number: 4314-12649 View Lobbying Activity Report

Rob Strickland, President (Organization)

Learn more...

Results below are sorted by posted date, beginning with the most recent.

Results 1-8 of 8

Fidelity Investments Canada ULC
Organization

Senior Public Office Holders who were lobbied in this activity:
- John Hinze, Director - Corporate Finance | British Columbia Securities Commission
- Noreen Bent, Chief- Legal Services, Corporate Finance | British Columbia Securities Commission
Lobbying Activity date: 2024-09-17
Lobbyists who performed the lobbying activity: Rob Strickland, Sian Burgess
Posted date: 2024-10-08
Lobbying Activity number: 4314-37497 View Lobbying Activity Report

Date Modified:: 2024-11-13

Menus

www.lobbyistsregistrar.bc.ca

Registration - Organization

Fidelity Investments Canada ULC / Rob Strickland, President

Registration Information

Associated Lobbying Activity Reports

Version 7 of 10 (2023-09-19 to 2023-10-18)

Version 7 of 10 (2023-09-19 to 2023-10-18)

Details Regarding the Identified Subject Matter

Subject matters added through an Lobbying Activity Report:

BC Ministries/Provincial Entities

Senior Officer Name and Position during the Period of this Registration

Organization Contact Information

Description of Activities

Gifts or benefits provided by the organization

Contributors to the Lobbying Activity

Government Funding in the Last 12 Months

Coalition Members Information

Affiliates with a Direct Interest in the Outcome

Other Persons or Organizations with Direct Interests