Wealth and business strategy, orchestrated by a single team of experts.
Financial Planning
Fee-only planning that quantifies your choices, putting your options in real dollars before you make the call.
Ongoing Advisory
We run the execution of your financial plan, coordinating your accountant, lawyer, and portfolio manager so decisions happen in the right order.
Wealth Management
Portfolio management driven by your plan, built to survive a move, a retirement, or a sale.
Cross-Border Guidance
Residency, treaties, and departure tax, planned thoroughly before the move rather than cleaned up after.
Business Advisory
Strategic alignment for structure, compensation, and exits, ensuring your corporate decisions serve your personal wealth.
Life doesn’t wait in line.
A buyout offer, a cross-border contract, or a CRA letter can put your entire financial life in motion overnight.
Major decisions trigger a domino effect across your wealth and taxes, and the most expensive mistakes happen where you can’t see the whole picture.
Trusted Voices in Financial Education
Our clients often have lives that span countries, corporations, and major transitions. In those situations, fragmented advice and assumptions can create permanent and expensive mistakes. Our role is to bring structure, clarity, and defensible strategy before decisions are made.
Why clients choose Maxim.
Traditionally, financial advice is fragmented. You get tax advice over here, investment management over there, and business strategy somewhere else. Every specialist answers their own specific question well, but nobody connects the dots.
That’s the job we take.
“I have unwavering confidence in my personal wealth and the financial health of my business. I’m deeply grateful for Obed’s support and guidance over the years, it has truly made all the difference.”
How We Work.
Every engagement begins with understanding your situation, priorities, and the decisions you are facing. From there, we provide analysis, evaluate options, and develop coordinated recommendations designed to support confident decisions.
Where appropriate, we collaborate with your existing advisors to ensure strategies are implemented consistently and effectively over time.
Where you may have seen us.
Members of the team write and speak for The Globe and Mail, CTV News, and CBC News. They also teach through Physician Empowerment and Galen’s own podcast, A Clean Bill of Wealth.
Through Blueprint Financial, the firm runs a financial education channel with more than 60,000 YouTube subscribers.
Our Approach.
Maxim Advisory Group is built around integration and execution. We do not provide isolated recommendations, we coordinate planning, tax, wealth, and business strategy into a cohesive approach designed for real world implementation.
Our goal is to help clients build, restructure, and protect wealth while making decisions that are carefully evaluated, well structured, and aligned with long term objectives.
Fees, not commissions.
We charge professional fees for our advice, and we quote them upfront. We don’t sell financial products, and we never take commissions. Our entire fee schedule is right here on the site, real numbers, no guessing required.
Ready to move on?
Bring the decision on your desk. Get one paid, highly focused working hour built entirely around solving it.