As the Director, Investment Counsel Support Team, Maulik is responsible for overseeing client onboarding, client servicing needs and providing day-to-day support to the Investment Counsellors.
With more than 12 years of experience in the financial services industry, Maulik brings a wealth of expertise in dealing with high-net-worth clients and families. He is proficient in Client Service, Portfolio Management, Back Office Operations, Compliance and Technical Solution Development. Prior to joining Manulife, Maulik was the Chief Compliance Officer and Advising Representative at Optimize Wealth Management.
Maulik has a Bachelor of Commerce degree from University of Pune and has also completed his Post- Graduation in Marketing and Financial Services from George Brown College. Maulik holds the Chartered Investment Manager Designation (CIM®) and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.
When away from the office, Maulik enjoys traveling. He is a Fintech Enthusiast and has a keen interest in technological disruption & innovative solutions. Maulik resides in Toronto with his wife.