Obed Maurice
CPA, CA, CFP
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 signific ant 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 ven ture 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 passi on 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 entrep reneurs 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 en deavors, 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.