Fidelity Canada has appointed Tracey Wong Vice President of Institutional Sales and Service. She now leads the firm’s institutional business in Canada across sales, consultant relations client relations, RFP database, and transition services, with responsibility for strengthening Fidelity’s position across the institutional market.
Under Ms. Wong’s leaderships, these teams are focused on deepening relationships with plan sponsors, institutional consultants, and clients, while driving greater connectivity, discipline, and growth across Fidelity’s institutional business in Canada.
Ms. Wong joined Fidelity in 2006 and has over 25 years of institutional investment experience. She has held diverse leadership roles, most recently as Vice President of Sales and Consultant Relations.
“I am excited to lead Fidelity Canada’s institutional business at a time of significant opportunity,” said Tracey Wong. “As the needs of institutional investors continue to evolve, we are focused on deepening client and consultant relationships, delivering the full strength of our capabilities, and positioning the business for continued growth in Canada.”
