Our Team
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Maxwell Ming P.Eng

Independent Investment Advisor

About Maxwell

Max joined our team as an Investment Advisor in 2018, working with families that are serious about building their future wealth and security. He also works alongside professionals & business owners helping them achieve their goals through corporate investing and insurance strategies.

Max actively listens to his client’s needs, helping to guide them through life’s stages; he strives to educate clients on the investment & insurance options available to reach their goals.

Max graduated Queen’s University with a degree in Engineering in 2013. He is Tim’s eldest son, raised in Williamstown, Ontario where he now resides with his wife and daughter. He has completed his Mutual Fund and Life Licenses and is on the path to complete his Certified Financial Planner (CFP) designation.

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James

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Together, we'll put the right plan in place and get the process started to helping you reach your goals.

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