Organizational changes at Fidelity Investments CanadaMarch 16, 2015
Plan sponsors may wish to consider whether this investment news has any implications for the investment options available within their plans. Sun Life Assurance Company of Canada purchases units of the fund listed below, which is established as segregated fund in accordance with the Insurance Companies Act (Canada).
Fidelity Investments Canada ULC (Fidelity) has announced that Brian Miron, a Portfolio Manager within the Fixed Income Division, will retire effective June 30, 2015. Mr. Miron will transition his portfolio management responsibilities effective April 1, 2015 and will remain with Fidelity until June 30, 2015. Mr. Miron co-manages various Canadian fixed income strategies on behalf of the firm alongside Co-Portfolio Manager Catriona Martin.
Fidelity has appointed Sri Tella, Trader, to Co-Portfolio Manager alongside current Co-Portfolio Manager Catriona Martin. Mr. Tella has worked alongside Mr. Miron and Ms. Martin as a dedicated Canadian Bond Trader since 2008.
Fidelity's fixed income team manages a portion of the Fidelity Canadian Asset Allocation Fund on the Sun Life Financial Core investment platform. The asset allocation strategy for the fund is provided by the Canadian Asset Allocation Team, consisting of Geoff Stein (lead PM), David Wolf (co-PM), Daniel Dupont, Hugo Lavallée, Darren Lekkerkerker, Don Newman, Joe Overdevest, Brian Miron, and Catriona Martin. The underlying securities are selected by the asset class teams.
Please contact your Sun Life Group Retirement Services representative.