Maulik Shah

Maulik Shah

Investment Management Professional | Portfolio Manager| Operations & Compliance |
Mississauga, Ontario, Canada

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Work Experience

Fidelity Canada

Director of Operations

2023-08-01 - Present

Manulife Private Wealth

Portfolio Manager and Director Of Investment Counsel Support

2018-12-01 - 2023-08-01

Optimize Wealth Management

Head Of Operations and Chief Compliance Officer

2017-01-01 - 2018-01-01

HighView Financial Group

Associate Portfolio Manager (Operations - Portfolio Solutions Group)

2015-01-01 - 2017-01-01

Weigh House Investor Services

Portfolio Analyst and Financial Planner

2006-02-01 - 2012-10-01

Skills

investment management financial services mutual funds financial planning retirement asset management financial education market commentary institutional

Languages

English