Max is a highly professional Investment Advisor who works with a limited number of high net worth families. He takes a multigenerational approach to wealth management and, with his team, provides comprehensive advice on investment management, financial and retirement planning, estate & insurance planning, charitable giving and family business sucession solutions.


Who We Can Help

 

Max's services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and they require professional assistance managing their financial assets. His clients include individuals who are:

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner and who might be looking for help preparing and educating their children for the wealth transfer
  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate
  • Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affair
  • Incorporated professionals who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them
  • Charitable foundations and non-profit organizations requiring investment management according to specific guidelines

 

My Team

Max St Pierre

Investment Advisor CIM

Michelle Mills-Wood

Associate