Speaker
Jon Knowles, senior investment analyst, Fidelity Canada Institutional
Jon Knowles is a senior investment analyst at Fidelity Canada Institutional. In this role, he is responsible for providing investment analysis and management of multi-asset strategies, including target date, target risk and customized portfolios for institutional and retail investors.
Knowles joined Fidelity in 2016, as an associate in advisor sales. He was subsequently promoted to key accounts as an analyst. In this role, he aided in expanding the firm’s relationships with IIROC platform manager research teams across Canada. Knowles earned a bachelor of business administration degree from Wilfrid Laurier University. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the Toronto CFA Society.