Leadership Overview
Manulife Wealth has 5 executives leading key functions including strategy, operations, private markets, regional wealth management, and credit oversight.
Committed to delivering comprehensive financial solutions across Canada, Manulife Wealth empowers clients through personalized investment advice and a diverse range of professional services designed to secure long-term financial prosperity.
Committed to delivering comprehensive financial solutions across Canada, Manulife Wealth empowers clients through personalized investment advice and a diverse range of professional services designed to secure long-term financial prosperity.
Leadership Roles at Manulife Wealth
Brett Marchand - President & Chief Executive Officer
Brett Marchand, the President & Chief Executive Officer at Manulife Wealth, directs the overarching strategic vision for the entire organization. By aligning corporate objectives with the evolving needs of Canadian investors, the President & Chief Executive Officer ensures consistent growth across all investment advisory channels. This leadership role involves constant collaboration with the Board to maintain high standards of fiduciary responsibility and operational excellence. Brett Marchand monitors market trends to refine the company's product offerings, ensuring advisors possess the tools necessary for client success. Through rigorous oversight of national business performance, the President & Chief Executive Officer drives the expansion of the firm's footprint in local communities. By fostering a culture of innovation and integrity, the executive maintains the firm's reputation as a leader in the financial services sector. Ultimately, the President & Chief Executive Officer secures the long-term stability and competitive positioning of the firm within the broader Canadian investment landscape.

Fabio Fontainha - Chief Executive Officer, Wealth & Asset Management (Asia)
Fabio Fontainha, the Chief Executive Officer, Wealth & Asset Management (Asia) at Manulife Wealth, directs the firm's strategic growth and operational success across the Asian market. By overseeing regional wealth management initiatives, the Chief Executive Officer, Wealth & Asset Management (Asia) ensures that the firm's global expertise translates into effective local product solutions. This leadership role involves navigating complex regulatory environments and adapting business models to meet the specific demands of diverse Asian economies. Fabio Fontainha manages regional teams to drive asset growth and enhance the firm's competitive presence in international markets. Through the alignment of regional objectives with the company's core mission, the executive fosters sustainable development and client trust. By leveraging global resources to support local market expansion, the Chief Executive Officer, Wealth & Asset Management (Asia) strengthens the firm's international footprint. Ultimately, the executive secures the firm's position as a premier provider of wealth management services within the dynamic and rapidly evolving Asian financial landscape.
Lior Valitsky - Chief Operating Officer
Lior Valitsky, the Chief Operating Officer at Manulife Wealth, manages the internal infrastructure and daily business processes that support the firm's vast network of advisors. Overseeing the integration of technology and administrative workflows, the Chief Operating Officer ensures that advisors receive seamless support for mutual fund and investment product delivery. This role requires constant coordination with cross-functional teams to optimize operational efficiency and reduce friction in client-facing services. Lior Valitsky architects scalable systems that allow the firm to maintain high service standards while expanding across diverse Canadian markets. By streamlining compliance and operational protocols, the Chief Operating Officer mitigates risk and enhances the overall quality of the advisor experience. Through the implementation of data-driven performance metrics, the executive improves internal productivity and resource allocation. Ultimately, the Chief Operating Officer strengthens the operational foundation required to support the firm's commitment to providing accessible, high-quality financial advice to clients nationwide.
Stephen Mouzakis - Managing Director, Chief Operating Officer, Senior Credit
Stephen Mouzakis, the Managing Director, Chief Operating Officer, Senior Credit at Manulife Wealth, oversees the operational integrity and risk management frameworks within the senior credit division. By directing the processes that govern credit analysis and portfolio management, the Managing Director, Chief Operating Officer, Senior Credit ensures that all investment activities remain consistent with the firm's risk appetite and quality standards. This role involves managing the technical infrastructure that supports credit-focused investment strategies, providing advisors with reliable and high-performing product solutions. Stephen Mouzakis coordinates with investment committees to refine credit assessment methodologies and improve decision-making accuracy. Through the rigorous oversight of operational workflows, the Managing Director, Chief Operating Officer, Senior Credit enhances the efficiency of credit-related service delivery. By maintaining strict adherence to financial regulations and internal policies, the executive protects the firm's reputation and client interests. Ultimately, the executive ensures the stability and performance of the firm's credit offerings within the broader investment portfolio.
Cori Gillen - Private Markets Chief of Staff
Cori Gillen, the Private Markets Chief of Staff at Manulife Wealth, coordinates strategic initiatives within the specialized private markets division. By facilitating communication between senior leadership and investment teams, the Private Markets Chief of Staff ensures that complex product solutions align with the firm's broader wealth management goals. This role involves managing high-level projects that expand the firm's reach into alternative asset classes, providing advisors with unique tools for client portfolios. Cori Gillen monitors the execution of private market strategies, ensuring that all activities adhere to the firm's rigorous standards for quality and performance. Through the synchronization of departmental workflows, the Private Markets Chief of Staff drives efficiency in the development and distribution of specialized investment products. By analyzing market opportunities and internal capabilities, the executive supports the firm's mission to offer diverse financial solutions. Ultimately, the Private Markets Chief of Staff optimizes the delivery of sophisticated investment options to the firm's extensive advisor network.
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