Maulik Shah

Maulik Shah, CIM, currently serves as Director of Wealth Operations at Fidelity Canada since August 2023. Prior to this role, Maulik held positions at Manulife Private Wealth as Portfolio Manager and Director of Investment Counsel Support from December 2018 to August 2023, and was Head of Operations and Chief Compliance Officer at Optimize Wealth Management in 2017 to 2018. Maulik's experience also includes working at HighView Financial Group from November 2012 to 2017 as an Associate Portfolio Manager in the Operations - Portfolio Solutions Group and as a Portfolio Analyst and Financial Planner. Earlier in the career, Maulik served as a Portfolio Analyst and Financial Planner at Weigh House Investor Services from February 2006 to October 2012. Academic credentials include a Post-Graduate degree in Marketing Management Financial Services from George Brown College and a B.Comm in Statistics from Savitribai Phule Pune University.