Retirement trends with ClearPath® portfolios – Jon Knowles

About this episode

Jon Knowles discusses retirement trends and how advisors can adapt to evolving markets and client expectations.

Join Jon Knowles, Institutional Portfolio Manager, for a ClearPath® discussion on the retirement trends advisors can’t afford to ignore. The conversation explores how evolving markets, client expectations and portfolio positioning are influencing retirement outcomes—and what advisors can do to stay ahead. Recorded on May 27, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics’ Advisor Digital Experience Study. -- Tendances en matière de retraite et Portefeuilles Passage Joignez-vous à Jon Knowles, gestionnaire de portefeuille institutionnel, pour une discussion sur les Portefeuilles Fidelity PassageMC et les tendances en matière de retraite dont il faut tenir compte…

People in this episode

Guest: Jon Knowles

Topics covered

• retirement trends
• portfolio management
• client expectations
• market evolution
• financial advising

Keywords

• retirement
• investing
• portfolio positioning
• financial advisors
• market trends

Mentioned in this episode

Organizations: Fidelity Canada

Products: ClearPath® portfolios

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