Financial harmony isn’t just about money—it’s about designing a life that truly fits you. It’s about giving your wealth purpose, taking control of your time, and moving with confidence. Ditch the autopilot. Step back, reflect, and build the future you actually want.
Investment Counsel Portfolio Manager Model.
We are not here to push products. We are here to build and protect wealth across borders. Leaving Canada or managing assets internationally changes how your money should be structured and invested, and that is where our expertise comes in. We act as your financial command center, ensuring every dollar works efficiently across jurisdictions. Our team partners with carefully selected Portfolio Managers to design custom global investment strategies that align with your financial plan. There are no cookie-cutter portfolios and no hidden agendas. Your assets remain secure with trusted custodians, and if an institution underperforms, we move. Our loyalty is never to a firm—it is to your success. Discover how our cross-border advisory and investment management approach keeps your wealth working for you, wherever you are in the world.
Portfolio Managers
Transparent Fees.
At Maxim, transparency isn’t a buzzword—it’s how we do business. No hidden fees, no surprises. Our pricing starts at 1% and drops as your assets grow, because your success should scale, not your costs. This covers expert portfolio management from our trusted partners and our relentless commitment to your financial strategy. We split the fee evenly, ensuring you get top-tier investment management and hands-on financial planning—including tax, retirement, and estate strategies. One clear fee. Full-scale support. No nonsense.
Fee Breakdown: All fees are split equally between our wealth manager partners and Maxim Advisory Group.
Maxim Advisory Group: Our firm provides annual financial plan updates, along with tax, retirement, and estate planning services. As the first point of contact for our clients, we earn 50% of the annual fees for these comprehensive financial services.
Wealth Manager Partner: Our portfolio manager partners are responsible for managing investment portfolios, conducting investment research, rebalancing portfolios, and reinvesting assets. They earn 50% of the annual fees generated from these activities.