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
Vice President

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.
Alice Ambrosie
Director, Advisor and Client Experience

Alice oversees the team of advisors and establishes best practices for exceptional client experiences. 
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 Management Operations

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

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

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.
Philippe Beaudry, CIM, FCSI
Senior Wealth Advisor

Philippe helps clients navigate their financial planning journey by creating personalized strategies to achieve their goals.
Natalie Burgess
Senior Wealth Advisor

Natalie creates personalized financial strategies that support clients through their financial journey.
David He
Wealth Advisor

David designs clear, customized financial plans that guide clients through every stage of their financial journey.
Philippe-Antoine Simard
Wealth Advisor

Philippe-Antoine helps clients achieve retirement goals with peace of mind through personalized wealth management solutions.
Ned Dani, CIM
Wealth Associate

Ned partners with our wealth advisors to support clients during the onboarding process, day-to-day operations and inquiries.
Giselle de Sousa, CPA, CA, TEP
Tax and Estate Planning Director

Giselle provides clients guidance on tax optimization and estate planning opportunities.
Mark Dziedzic
Insurance Director

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

Deeana partners with our wealth advisors to support clients during the onboarding process, day-to-day operations and inquiries.
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.