Edward McLaughlin

Vice President, Portfolio Solutions @Fidelity Canada

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Vice President, Portfolio Solutions @Fidelity Canada

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Toronto, ON, CA

EDUCATION

2006 — 2007

Financial Planning Standards Council

CFP

2008 — 2010

CFA Institute

CFA

N/A

Canadian Securities Institute

CIM Designation, FMA Designation, Fellow of the Canadian Securities Institute (FCSI) Designation

1997 — 2001

Schulich School of Business - York University

BBA, Finance

SKILLS

Financial ServicesAsset ManagementRetirementCapital MarketsStrategic Financial PlanningFinancial AdvisoryRetirement PlanningWealth ManagementInvestment AdvisoryFinancial PlanningInvestment StrategiesAlternative InvestmentsFixed IncomeSalesSecuritiesPortfolio ManagementBloombergAsset AllocationMutual FundsRisk ManagementInvestment ManagementFinanceRelationship ManagementEquitiesInvestmentsFinancial Analysis

ABOUT EDWARD MCLAUGHLIN

Edward McLaughlin is Vice President, Portfolio Solutions, at Fidelity Investments Canada. In this role, he leads the Fidelity Portfolio Solutions team consisting of subject-matter experts on portfolio construction, ETFs and alternatives. Fidelity Portfolio Solutions offers tailored end-to-end portfolio management services including customized model portfolios.Before taking his current role, Edward was Director, Product Research, at Fidelity for over seven years. In this capacity, he oversaw a team of Investment Analysts responsible for providing high-quality investment analytics and product expertise. Edward joined Fidelity in 2011 and started as Investment Analyst responsible for providing investment product analysis and expertise for retail and institutional multi-asset class portfolios. His coverage included Fidelity’s Managed Portfolios, ClearPath Retirement Portfolios and Private Investment Program.Before joining Fidelity, Edward served as Financial Planner and a Personal Banker with National Bank of Canada for seven years. He also worked at Russell Investments Canada for three years, initially as a Product Analyst and then Sales Associate.Edward earned an Honours BBA with specialization in finance, from the Schulich School of Business at York University. He is a Chartered Financial Analyst charterholder (CFA) and a Certified Financial Planner (CFP). Edward is a Fellow of the Canadian Securities Institute (FCSI).

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Edward McLaughlin — Vice President, Portfolio Solutions at Fidelity Canada in Toronto, ON, CA | Unifers