We are financial planners and business advisors who bring clarity and strategy to complex global lives. No cookie-cutter advice, just bold solutions designed to turn your vision into reality.
Our Credentials Include
Where Ambition Meets Financial Clarity
Too many great ideas never take flight because of financial roadblocks or lack of guidance. We believe no small business or global entrepreneur, should be held back by financial confusion or cross-border complexity. Our team goes beyond traditional planning, offering integrated financial and cross-border advisory services that bring clarity, structure, and bold strategy to your vision. We challenge the norm, speak the truth, and turn ambitious ideas into real-world impact—at home and abroad.
Creating Your Future
Bold Moves, Smart Strategies, Real Results
Frustrated with out-of-sync advisors, unclear plans, or scattered financial services? So are we. That’s why we do things differently. We break the mold, bringing curiosity, innovation, and a fearless approach to unify your financial and cross-border strategies. From local goals to global ambitions, we create clarity where others create confusion. It’s time for a fresh perspective, clear, bold, and unapologetically aligned with your vision. Let’s make it happen.
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Challenging the Norms, Redefining Success
Tired of conflicting advice and vague strategies? We understand. Navigating international lives, complex tax rules, and cross-border finances requires real expertise. We help you align your personal, business, and cross-border strategies with bold and innovative thinking. Our mission is to cut through the noise, bring clarity, and help you execute with confidence. Together, we’ll break barriers and guide your business and global life to its full potential.
What We Offer
Business Advisory
Unsure about the right financial decisions to drive your business growth? Need clear direction and strategy? We help business owners build stronger companies through expert financial guidance, strategic planning, and international structuring for those expanding or operating across borders.
Wealth Management
What’s the smartest way to manage your money across your business and personal finances? We help you create an investment strategy that adapts as your life evolves, including when you become an international resident, ensuring your wealth stays aligned, efficient, and globally optimized.
Portfolio Managers
Trusted by Many
Maxim Is Rebellious, Unbiased, Authentic
We’re not your average financial planners. We’re a fearless team of innovators, problem solvers, and collaborators who specialize in helping clients and high net worth families navigate complex financial lives, both in Canada and abroad. We tackle the impossible, from corporate and estate strategies to cross-border planning and international structuring. We challenge norms, break barriers, and deliver creative strategies that go beyond expectations.
Obed Maurice, CPA, CA, CFP, stands out as an accomplished holistic financial planner with a wealth of experience and a commendable track record. Holding the distinguished credentials of a Certified Public Accountant (CPA) since 2010, Obed has held significant roles, including that of Chief Operating Officer for a prominent ultra high-net-worth family office and later, as a partner in a mid-sized CPA firm. His entrepreneurial spirit led him to establish one of Canada’s pioneering cloud-based CPA firms, a venture that saw successful acquisition in 2018. Furthering his innovative pursuits, Obed launched MaximONE, a tech startup dedicated to automating financial wellness and offering proactive advice.
Obed’s contributions to the field have not gone unnoticed; he has been honored with the CPA Distinguished Service Award by CPA Alberta and the Career Virtuoso Award by Lethbridge College, underscoring his exceptional service and dedication to his profession. As a holder of CPA, CA, and CFP designations, Obed’s passion lies in empowering individuals to unlock their potential through sound financial planning.
His philosophy towards financial planning is deeply personal, drawing from the comprehensive and holistic needs of his own family. Obed excels in assisting entrepreneurs and professionals in amplifying the value of their life’s work, guiding them in wealth creation and preservation through meticulous planning, strategic holistic approaches, and a dedicated team to bring plans to fruition.
Beyond his professional endeavors, Obed’s personal life is enriched by his roles as a husband and father to a young daughter. He is deeply committed to community service, actively participating in volunteer activities and contributing positively to society.
P:403-593-8144
Email: [email protected]
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Simon’s expertise lies in distilling complex financial concepts into clear, actionable insights, which form the foundation of his Financial Plans. He specializes in guiding individuals and businesses through the intricate landscape of finance, leveraging his vast knowledge and experience to enhance their financial success and stability.
Simon’s academic and professional qualifications, including an MBA in Accounting and a distinguished trio of designations—Certified Financial Planner, Chartered Investment Manager, and Chartered Life Underwriter—equip him to offer comprehensive and strategic financial advice. His career extends beyond traditional wealth planning, enriched by collaborations with leading asset management firms and a significant tenure at a premier accounting firm. This diverse experience enables him to adeptly serve a varied client base, from entrepreneurs and small business owners to seasoned professionals.
With a passion for writing, Simon has also transformed his professional experiences into an engaging narrative within his book. It merges academic rigour with practical financial expertise, making the complex world of finance accessible to a broad audience.
In his practice, Simon addresses the multifaceted financial challenges faced by today’s business owners and professionals. He advocates for integrated collaboration among clients’ financial advisors, including lawyers, accountants, and bankers, to ensure a holistic approach to wealth management. Inspired by his extensive practical experience, his book invites readers to embark on a journey toward financial enlightenment, providing a comprehensive guide to robust financial planning.
Christopher Liew is a Director at Maxim Advisory Group, a firm dedicated to delivering personalized financial strategies for individuals and business owners across Canada.
With a passion for financial education, Christopher saw a significant gap in accessible resources for Canadians. In 2019, he launched Wealth Awesome, an educational platform with a website and YouTube channel dedicated to simplifying Canadian finance. Over 6 million Canadians benefited from his content. After successfully growing and later selling the platform, Christopher turned his full attention to Maxim Advisory Group.
A CFA Charterholder with over 15 years of experience, Christopher has held pivotal roles in the Canadian finance sector, including as a Financial Advisor at RBC. He also founded an insurance advisory practice, serving over 80 clients. Driven by a desire to make a lasting impact on people’s financial well-being, Christopher has commitment to personalized financial education and client success continues to shape his work at Maxim Advisory Group.
Galen Nuttall is a former teacher turned Certified Financial Planner based in Belleville, Ontario, where he lives with his wife, two children, and their spirited dog, Taco. Growing up, Galen saw firsthand the challenges his fathe —a now-retired nephrologist—faced in navigating financial decisions while constantly being pitched “the latest and greatest” products. Inspired to make a difference, Galen pursued his CFP designation along with a Master’s degree in Education, combining deep financial knowledge with a gift for simplifying even the most complex concepts (often using his signature stick figure drawings).
Galen also hosts the popular “A Clean Bill of Wealth” podcast, where he shares insights and interviews with experts to help physicians take control of their finances and build lasting wealth.
When he’s not advising clients or recording his podcast, Galen enjoys spending time outdoors—whether skating on his backyard rink or relaxing at the beach with his family. As the group’s insurance and estate planning specialist, Galen is dedicated to helping clients build comprehensive plans that protect both their current lifestyle and future legacy.
Renae is an accomplished executive coach and leader with over three decades of experience in startup leadership, entrepreneurial ecosystem development, and organizational development across both corporate and non-profit sectors. As a partner with Maxim Advisory Group, she is dedicated to helping executives align their leadership with core values, focusing on value alignment, resilience building, legacy development.
As VP of Entrepreneurship & Innovation at Economic Development Lethbridge, Renae has been instrumental in developing and launching programs through Tecconnect, an incubator for emerging technologies. These programs provide unfailing support to all ambitious entrepreneurs, ensuring they have the resources, networks, and guidance necessary for success, regardless of their background. Under her leadership, these initiatives have secured millions in funding, empowering founders—including Indigenous peoples, women, newcomers, and others from underrepresented communiti —to scale their businesses from ideation to commercialization.
Renae has been instrumental in helping founders scale their ventures by building trust and ensuring value alignment between the leaders’ personal principles and their companies’ growth strategies. She leverages her deep expertise in strategy, leadership, and program development to help entrepreneurs not only achieve business success but also stay grounded in their core values. Renae’s unique approach—bridging strategic vision with actionable steps—has earned her national recognition, including the YWCA Woman of Distinction award for Entrepreneurship and a nomination by her peers for WXN Canada’s Most Powerful Women.
Your Questions, Answered
Do I have to pay for an initial meeting?
Unlike other advisory firms, Maxim does not charge for an initial meeting.
How do you charge for your services?
We offer flexible fee structures including hourly rates, flat fees for specific services, and asset-based fees for ongoing investment management. We will discuss and agree on the fee structure before starting our engagement.
What is the first step in working with your financial advisors?
The first step is to schedule an initial consultation where we will discuss your financial goals, assess your current financial situation, and determine how we can best assist you.
Do you provide investment management services?
Absolutely! We offer comprehensive investment management services including portfolio construction, monitoring, and rebalancing to help you achieve your investment objectives.
How often will we meet to review my financial plans?
We recommend meeting at least annually to review and update your financial plan. However, we are available for more frequent meetings as needed to address any changes or concerns.
What is your investment philosophy?
Our investment philosophy is based on a long-term, disciplined approach focused on diversification, risk management, and aligning investments with your financial goals.
What is your process for updating financial plans?
We regularly review your financial plan and make necessary adjustments based on changes in your financial situation, goals, and market conditions to ensure your plan remains aligned with your objectives.
What qualifications and certifications do your advisors hold?
Our advisors hold various industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), ensuring they have the expertise to guide you effectively.
How do you tailor your financial advice to individual clients?
We start with an in-depth consultation to understand your financial situation, goals, and risk tolerance. Based on this information, we create a personalized financial plan that aligns with your objectives.
Preventing Tax Surprises
Preventing Tax Surprises
Pension Income Splitting for Canadian Retirees
Pension Income Splitting for Canadian Retirees
Optimizing Your Old Age Security