Our Team
Working For You.

Maxwell Ming P.Eng, CFP®

Certified Financial Planner

About Maxwell

Max graduated 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. Through 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 your through life’s greatest financial hurdles. 

In addition to his CFP® designation, Max has completed his Mutual Fund, Life Insurance, Accident & Sickness Insurance Licenses.

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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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