Background
After having a very satisfying and successful career in teaching and educational administration, Max decided to change direction and serve adults exclusively, as a Financial Advisor. While in the teaching profession he obtained his M.Ed, then his MBA and MIR degrees from the University of Toronto.
Max achieved the Certified Financial Planner (CFP) designation and he has been an independent Financial Advisor with over 25 years’ experience in the financial services industry. He understands the importance of financial independence and financial stability for his clients and their families throughout their lives and diligently keeps his clients focused on these objectives.
Investment Philospohy
I believe in investing for the long term rather than in speculating. Therefore research, due diligence and continuous education are of paramount importance to me and my practice. By sticking to fundamental investment principles and by keeping portfolio turnover to a minimum, we are able to minimize taxable events and decrease emotionally motivated market interactions thereby, promoting tax efficient portfolio appreciation over the long term.