Peter Bowen

Vice-President, Tax and Retirement Research for Fidelity Investments Canada

Peter Bowen

Vice-President, Tax and Retirement Research for Fidelity Investments Canada

Biography

Peter Bowen is Vice-President, Tax and Retirement Research for Fidelity Investments Canada ULC.  Peter advises on complex tax issues that affect Fidelity’s mutual funds and their investors. He also leads Fidelity’s research into issues around planning for and living in retirement. He is frequently interviewed by the media and speaks about both tax and retirement to investors and financial advisors across Canada.

Before taking this role, Peter served as Fund Treasurer for the Fidelity mutual funds for 17 years. As Fund Treasurer, he oversaw financial, regulatory and operational matters that affect the funds and their investors, including all tax issues. He is a former chair of IFIC’s Taxation Committee. In addition, he was the architect of the T-SWP® series, an award winning innovation launched by Fidelity in 2002.

Before joining Fidelity in 1994, he was a principal in the tax department of PricewaterhouseCoopers, primarily advising the mutual fund industry. He holds the Chartered Accountant (CA) designation, and obtained a BA in Economics from the University of Waterloo.

Peter is a recipient of the Queen’s Golden Jubilee Medal for volunteer services provided to Athletics Canada, where he acted as Honourary Treasurer for several years.

 

 

All sessions by Peter Bowen

Tax & Retirement Update 2020

01 Oct 2020
3:10 pm - 4:10 pm

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval