Address132 Trafalgar Road
Oakville, ON L6J3G5
My BackgroundMax joined BMO Nesbitt Burns and the Geoff Marshall Wealth Management Group in 2018 after building his advisory practice in Etobicoke since 2012. As a Chartered Investment Manager and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., Max sits on our Investment Policy Committee, specializes in Portfolio Management, and Financial Planning. He has a relentless focus on the holistic wealth management approach and deeply serving his clients. Max and his team offer discretionary and non-discretionary portfolio management and while based in Oakville, Mississauga, and Burlington, service numerous individuals, families, business owners, and foundations throughout Canada, the U.S. and mainland China. Max graduated with a Bachelor of Science degree from Kentucky Wesleyan College, while competing on a golf scholarship. When not in the office, he enjoys golfing, spending time with friends and his wife Mary, and daughter Annabelle, and being involved in the community.
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