Meet The Team
Maxim T., CFA, CFP, MBA - Founder
I began my financial career in corporate investment banking in 2004. After spending 10 years in the corporate world, I recognized an opportunity to bring greater value directly to Canadian families by helping them build, manage, and protect their financial future. This led me to establish my own practice in 2014.
Today, I work as a financial planner, portfolio manager, and educator. My approach combines disciplined portfolio construction with practical, personalized financial planning. I help clients organize their financial lives, make informed decisions, and stay focused on what matters most to them and their families across generations.
Victoria B., Investment Research Analyst
Victoria has spent close to a decade in the financial services industry, steadily advancing her experience and developing a strong foundation in investment research, market analysis, and financial services operations.
As part of our team, Victoria supports the investment process by evaluating opportunities, organizing and interpreting market information, and assisting with portfolio management research. Her thoughtful approach, attention to detail, and analytical mindset help strengthen the quality of insight behind our investment decisions.
Alexander G., Alternative Investment Analyst
Alexander brings a strong technical background in accounting, tax, and investment analysis. Before joining the team, he spent five years at Ernst & Young as a transfer pricing specialist, where he developed experience working with complex financial structures, valuation concepts, and cross-border business considerations.
Today, Alexander focuses on private equity opportunities, real estate, and advanced derivatives strategies. He supports the team through detailed research, disciplined analysis, and strategic insight that contribute to well-informed investment decisions.