About Maxwell
Max is a Certified Financial Planner (CFP®) and a graduate of Queen’s University with a degree in Civil Engineering. He is Tim’s eldest son, raised in Williamstown where he now resides with his wife Allyson and their four daughters.
Throughout his professional career, Max has developed a reputation for being analytical and trustworthy, with a relaxed approach that helps clients gain comfort in their decision-making. With a long career ahead of him, clients can expect an advisor who will be there with them through life’s greatest financial hurdles.
Max listens closely to his clients and helps them clarify what matters most to them. He places a strong emphasis on education, taking time to walk through options and implications so clients feel informed and comfortable with the decisions they’re making.
Outside of work, Max enjoys travelling with his family and spending most of his free time around anything sports related.