Associate

After being surrounded by the insurance industry from a young age, Max joined Creative Planning Financial Group in 2024. As a proud graduate of Queen's University (Honours), Max combines his academic knowledge with practical expertise to provide exceptional financial planning services. Licensed to provide Life and Living insurance benefits to both individuals and groups, Max has a deep understanding of the complexities of financial planning.

Max is dedicated to building strong client relationships by understanding the unique needs of each client and providing personalized insurance solutions. He believes in a holistic approach to financial planning, where the focus is not just on wealth accumulation but also on ensuring long-term security and peace of mind. Max’s philosophy is rooted in the idea that financial planning should empower clients to live their best lives, confident in their financial future.