Fidelity Global Value Long/Short Fund · NEO:FGLS

Fidelity Global Value Long/Short Fund — Fidelity Investments Canada ULC — Investor Presentation (2026)

20 slides from Fidelity Global Value Long/Short Fund's investor presentation, Mar 18, 2026

  1. Slide 1: Lesson 3: Types of accounts

    Lesson 3 Types of accounts © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 1

  2. Slide 2: Learning objectives

    Lesson 3 Learning objectives ● Define different types of investment vehicles within registered and non-registered savings accounts. ● Understand the characteristics and benefits of each type of investment vehicle. ● Evaluate which investment type might suit different investor profiles. © 2026 FIDELI

  3. Slide 3: Minds on! Watch the video lesson

    Lesson 3 Minds on! Watch the video lesson and circle the correct answer on your worksheet! We will take up the questions as we complete the lesson! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 3

  4. Slide 4: Types of accounts

    Lesson 3 Types of accounts © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 4

  5. Slide 5: What is a TFSA?

    Lesson 3 What is a TSFA? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 5

  6. Slide 6: TFSA: Tax Free Savings Account

    Lesson 3 TFSA: Tax Free Savings Account • Available to Canadians age of majority with SIN. • Contributions: not tax deductible. • Growth and withdrawals: tax-free. • 2024 contribution limit: $7,000 (unused room carries forward). • Flexible: use for short- or long-term goals. © 2026 FIDELITY INVESTME

  7. Slide 7: What is an RRSP?

    Lesson 3 What is an RRSP? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 7

  8. Slide 8: RRSP: Registered Retirement Savings Plan

    Lesson 3 RRSP: Registered Retirement Savings Plan • Designed for retirement savings. • Contributions: tax-deductible (lowers taxable income). • Investments grow tax-free until withdrawal. • Withdrawals taxed as income. • 2024 limit: 18% of previous year’s income (up to ~$31,560). • Can contribute un

  9. Slide 9: What is a RRIF?

    Lesson 3 What is a RRIF? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 9

  10. Slide 10: RRIF: Registered Retirement Income Fund

    Lesson 3 RRIF: Registered Retirement Income Fund • Conversion of RRSP at age 71. • Required minimum withdrawals each year. • Withdrawals taxed as income. • Used to draw down retirement savings. © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 10

  11. Slide 11: What is an RESP?

    Lesson 3 What is an RESP? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 11

  12. Slide 12: RESP: Registered Education Savings Plan

    Lesson 3 RESP: Registered Education Savings Plan • Save for a child’s post-secondary education. • Anyone can open one (parents, relatives, friends). • Government matches some contributions via grants. • Investments grow tax-free. • Can be individual, family or group plans. © 2026 FIDELITY INVESTMENT

  13. Slide 13: What is an FHSA?

    Lesson 3 What is an FHSA? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 13

  14. Slide 14: FHSA: First Home Savings Account

    Lesson 3 FHSA: First Home Savings Account • Helps save for a first home. • Contributions: tax-deductible (like RRSP). • Growth and qualified withdrawals: tax-free (like TFSA). • Annual limit: $8,000; lifetime: $40,000. • Unused funds can be transfered to an RRSP. © 2026 FIDELITY INVESTMENTS CANADA U

  15. Slide 15: What is an NRIA?

    Lesson 3 What is an NRIA? Let’s take up the chart! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 15

  16. Slide 16: NRIA: Non-registered investment account

    Lesson 3 NRIA: Non-registered investment account • Also called open or taxable accounts. • No contribution limits. • Invest in anything (stocks, bonds, mutual funds). • Income (interest, dividends, capital gains) is taxed. • Great for extra investing beyond registered limits. © 2026 FIDELITY INVESTM

  17. Slide 17: Account comparison chart

    Lesson 3 TFSA RRSP RRIF RESP FHSA NRIA STANDS FOR? Tax-Free Savings Registered Registered Registered First Home Savings N/A (Open or Account Retirement Savings Retirement Education Account Taxable Account) Plan Income Fund Savings Plan PURPOSE General Retirement savings Retirement Saving for Saving

  18. Slide 18: Choosing the right account

    Lesson 3 Choosing the right account • TFSA: First account to open, very flexible. • RRSP: Best for retirement planning. • RESP: For children’s education. • FHSA: For first-time homebuyers. • Non-registered: For overflow investing beyond limits. © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v2025112

  19. Slide 19: Remember

    Lesson 3 Remember • Each account has unique tax advantages. • Choose based on your financial goals: home, education, retirement or general investing. • Know your limits and maximize tax-free growth! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 19

  20. Slide 20: Complete your exit ticket!

    Lesson 3 Complete your exit ticket! © 2026 FIDELITY INVESTMENTS CANADA ULC 3407801-v20251128 20

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