# Canada’s moment: Opportunities advisors can’t ignore – Part 3 – David Tulk

Page: https://stenobird.com/podcast/fidelityconnects-585950/canada-s-moment-opportunities-advisors-can-t-ignore-part-3-david-tulk
Text version: https://stenobird.com/podcast/fidelityconnects-585950/canada-s-moment-opportunities-advisors-can-t-ignore-part-3-david-tulk.md
Podcast: [FidelityConnects](https://stenobird.com/podcast/fidelityconnects-585950)
Published: 2026-06-19T17:00:00+00:00
Episode link: https://fidelitycanada.podbean.com/e/canada-s-moment-opportunities-advisors-can-t-ignore-%e2%80%93-part-3-%e2%80%93-david-tulk/
Audio file: https://mcdn.podbean.com/mf/web/dtidxhc8idaw7ccz/06112026_DavidTulk_EN_ExtendedWebcast_1080p.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fidelityconnects-585950/episodes/canada-s-moment-opportunities-advisors-can-t-ignore-part-3-david-tulk
Duration seconds: 944

## Resource

Part 1 Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America’s investment landscape – and why Canada is re-emerging as a compelling opportunity. Part 2 & 3 Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada’s role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions. Recorded on June 11, 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. – Partie 1 Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l’évolution des alliances, l’économie d’affinité et la dynamique de l’ACEUM redéfinissent l’investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan. Partie 2, 3 Dans cette optique, Reetu Kumra, Joe Overdevest expliqueront comment intégrer ces facteurs macroéc…

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## Transcript

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