We’re not your average financial planners. We’re a fearless team of innovators, problem-solvers, and collaborators who thrive on tackling the impossible. We challenge the norms, break through barriers, and deliver creative strategies that defy expectations. Every client deserves more than just a plan—they deserve an unforgettable experience. At Maxim, we combine expertise with raw creativity to solve the unsolvable and leave you saying, “Wow.”
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.
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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.