Max joined BMO Nesbitt Burns in 2018 after building his advisory practice in Etobicoke since 2012. As a Chartered Investment Manager and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., Max specializes in Portfolio Management, and Financial Planning. He has a relentless focus on the holistic wealth management approach and deeply serving his clients. Max offers discretionary portfolio management and while based in Oakville, Mississauga, and Burlington, services numerous individuals, families, business owners, and foundations across the country. Max graduated with a Bachelor of Science degree from Kentucky Wesleyan College, while competing on a golf scholarship. When not in the office, he enjoys golfing, spending time with friends and his wife Mary, and daughter Annabelle, and being involved in the community.