Financial Decisions Don’t Happen in Isolation.
You may be navigating income growth, business ownership, cross-border considerations, or planning for long-term financial independence. These decisions rarely exist on their own, and the right guidance can make a meaningful difference in how they unfold.
We work with professionals, business owners, and families who want advice that considers the full picture, helping them move forward with clarity and confidence.
How We Help
Our work focuses on providing coordinated advice across the areas that matter most so each decision supports your broader financial picture.
Financial Planning
Comprehensive, fee-based planning designed to help you understand your financial position, evaluate options, and make informed decisions with clarity and confidence.
Ongoing Advisory
Long term advisory relationships that provide ongoing guidance, coordination, and oversight as your financial life evolves and new opportunities or challenges emerge.
Cross-Border Guidance
Strategic advice for individuals and families navigating residency, international assets, and cross border considerations, helping ensure decisions are structured thoughtfully and implemented correctly.
Business Advisory
Advisory support for business owners and incorporated professionals navigating growth, restructuring, succession, or transition, with careful alignment between business decisions and personal financial strategy.
Our clients often have lives that span countries, corporations, and major transitions. In those situations, fragmented advice and assumptions can create permanent and expensive mistakes. Our role is to bring structure, clarity, and defensible strategy before decisions are made.
Why Clients Choose Maxim.
Most people receive advice from multiple professionals, accountants, lawyers, and investment advisors, yet no one is connecting the dots. Our role is to coordinate planning, tax, investment, and business considerations so decisions work together rather than in isolation.
Our team contributes insights through national media and professional platforms. Simon Wong is a regular contributor to The Globe and Mail and a subject matter expert across industry discussions, while our partners participate in physician education initiatives and financial leadership platforms across Canada.
“I have unwavering confidence in my personal wealth and the financial health of my business. I’m deeply grateful for Obed’s support and guidance over the years, it has truly made all the difference.”
How We Work.
Every engagement begins with understanding your situation, priorities, and the decisions you are facing. From there, we provide analysis, evaluate options, and develop coordinated recommendations designed to support confident decisions.
Where appropriate, we collaborate with your existing advisors to ensure strategies are implemented consistently and effectively over time.
Insights and Education.
We believe informed decisions start with clear understanding. Through our association with Blueprint Financial, we contribute to one of Canada’s leading financial education channels, helping explain complex financial and cross border topics in a practical way.
With more than 53,000 subscribers, the channel has become a trusted resource for professionals and families seeking thoughtful guidance. Our team also contributes insights through national media and professional platforms across Canada.
Our Approach.
Maxim Advisory Group is built around integration and execution. We do not provide isolated recommendations, we coordinate planning, tax, wealth, and business strategy into a cohesive approach designed for real world implementation.
Our goal is to help clients build, restructure, and protect wealth while making decisions that are carefully evaluated, well structured, and aligned with long term objectives.
Fees and Transparency.
We charge professional fees for advisory work, discussed upfront and tailored to the scope and complexity of each engagement. We don’t sell products or receive commissions, which allows our advice to remain independent and aligned with your interests.
Start With a Conversation.
If you’re facing important financial decisions and want clear, professional guidance, the best first step is a consultation call.