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.