As an Associate Wealth Advisor with Beacon Family Office at CI Assante, Max works closely with clients and the advisory team to turn advice into action. He helps keep each family’s financial affairs organized and moving forward, supporting investment management, wealth planning, ongoing client needs, and the coordination required to ensure important details are followed through. With a thoughtful and responsive approach, Max helps create the consistency and attention to detail families should expect from their advisory relationship.

Max also works alongside Cory and the broader team to prepare for client meetings, identify planning opportunities, coordinate with specialists, and help implement strategies across a family’s evolving financial picture. His curiosity and commitment to understanding both the details and the bigger picture make him an important part of delivering the highly personalized experience our families receive.

With nearly a decade in the wealth management industry, Max brings experience from several perspectives. He previously advised clients at National Bank of Canada, supported institutional relationships at Mawer Investment Management, and led major client initiatives at Investia. This breadth has given him an appreciation for strong investment thinking, disciplined processes, and the importance of an exceptional client experience.

Max earned the Chartered Investment Manager (CIM) designation in 2022, reflecting his genuine passion for investing and portfolio management. He is currently pursuing the Certified Financial Planner (CFP) designation as he continues to expand his knowledge across comprehensive wealth planning.

Outside of work, Max volunteers with Pawsitive Match Rescue Foundation and enjoys playing his electric drums.