Maxine is a licensed and accredited Associate Wealth Advisor. Maxine holds the Chartered Investment Manager (CIM) designation and is licensed to provide life and living benefits solutions. In February 2021 Maxine was granted a certificate in Advanced Investment Advice and February 2023 a Certificate of Advanced Financial Advice.
Maxine assists Mike with portfolio management, preparation of portfolio proposals and works with clients to complete their financial projections. She also handles insurance solutions and relays financial advice and recommendations to clients.
Away from the office, Maxine enjoys hiking and working on her hobby farm.