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 and three daughters.
Throughout his professional career, Max has developed a reputation of being analytical and trustworthy with a relaxed approach, helping clients gain comfort in their decision making. With a long career ahead of him, you can expect an advisor that will be there with you through life’s greatest financial hurdles.
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. He 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.