Investment Management

Our holistic financial planning approach is core to your investment management needs at Max Financial to ensure consistency and inclusivity of advanced investment management tools.
Whether you are planning to save for your new home, or investing to support your children’s educational ambitions.
Our firm’s team of specialists are here to ensure from the simplest to the most complex, we have you covered!
Max Financial strongly believes in creating equality and equity in client servicing areas so advisors at Max Financial align with this same corporate vision. Each client is treated in the same way and deserves the quality financial planning services, regardless of their investment size.
Max Advantage is a tailored solution for your investment needs, where you have a dedicated team of tax and estate planning experts led by a Certified Investment Specialist.