Max graduated from Queen’s University with a degree in Engineering in 2013 and joined our team in 2018 as an Investment Advisor. Since then, Max has achieved his Certified Financial Planner Designation (CFP®), the highest standard of certification in Financial Planning.
Max takes a comprehensive approach to financial planning by actively listening to his client’s needs enabling them to be clear about what is most important in life. Max ensures each plan is customized to individual needs and integrates investment, tax, insurance, and estate issues. He takes pride in educating clients throughout the process on the investment & insurance options available to reach their goals.
Max is Tim’s eldest son, raised in Williamstown where he now resides with his wife and daughters. Throughout his professional career, Max has developed a reputation of being analytical and trustworthy with a relaxed approach. With a long career ahead of him, you can expect an advisor that will be there with you through life’s greatest financial hurdles.
In addition to his CFP® designation, Max has completed his Mutual Fund, Life Insurance, Accident & Sickness Insurance Licenses.