Leadership team

Our leadership team understands the importance of preserving your legacy and securing each client’s future. The team draws on their decades of experience in the wealth management industry to ensure a smooth transition experience for you and clients.

Eugene Boakye, CFA
Managing Director

Eugene leads a team of experienced wealth professionals who are passionate about supporting advisors and their clients.
Pier-Alexandre Drouin, MBA, CFA
Vice President, Business Development

Pier-Alexandre supports retiring advisors by partnering with them during the transition planning process.
John MacIsaac, CFA
Director, Investment Research

John leads Fidelity Wealth’s Investment Advisory Group, which provides best in-class investment solutions, recommended product lists and ongoing market updates.
Maulik Shah, CIM
Director, Wealth Operations

Maulik leads operational activities by streamlining workflows, fostering a culture of continuous improvement and ensuring seamless transitions.
Christine Wheatley, MBA
Director, Wealth Business Enablement

Christine leads a team that shapes business strategy and delivers exceptional experiences for advisors and clients.

We take a goals-based approach with clients to provide a uniquely tailored financial plan that considers their holistic needs across generations.

Wealth advisors and client support team

Our wealth advisors and client support team will closely collaborate with clients to ensure they receive continual support throughout their financial journey. Recognizing the significance of the foundation laid by their retiring advisor, we are dedicated to enhancing and building upon that legacy to ensure long-term success even after their advisor has retired.

Annika Becker, MBA, CIM
Senior Wealth Advisor

Annika focuses on creating tailored financial plans and strategies for individuals, families and corporations.
Madeline Cann
Wealth Associate

Madeline partners with our wealth advisors to support clients during the onboarding process, day-to-day operations and inquiries.
Mark Dziedzic
Insurance Director

Mark creates insurance strategies that complement the client’s holistic financial plan.
Gontran Nzobonimpa
Wealth Associate

Gontran partners with our wealth advisors to support clients during the onboarding process, day-to-day operations and inquiries.
Mike Wait, CFA
Senior Analyst, Investments Research

Mike leverages his expertise to provide ongoing investment research and portfolio recommendations to our advisors and clients.
Are you ready to transition your business?
Contact us