Maxim Advisory Group was built around a simple idea: the most important financial decisions rarely exist in isolation. Tax planning affects investments. Business structures influence retirement outcomes. Cross-border residency can reshape long-term wealth strategy. Yet many people receive advice from multiple professionals who rarely coordinate their work.
Our role is to bring those pieces together.
Maxim Advisory Group provides integrated financial advice that combines financial planning, tax strategy, business advisory, and wealth management into a single coordinated approach. Rather than offering fragmented recommendations, we help clients understand how decisions interact and how strategies should be structured to work in the real world, not just on paper.
Independent Advice Without Product Sales.
Maxim operates on a fee-for-service advisory model. We do not sell financial products or receive commissions, which allows our advice to remain independent and focused entirely on client outcomes.
This structure removes the conflicts that often exist in traditional financial services. Instead of being influenced by product incentives or distribution arrangements, our work centers on objective analysis, thoughtful planning, and practical recommendations aligned with our clients’ goals.
The result is advice that is transparent, defensible, and designed to serve long-term interests rather than short-term sales targets.
How Our Wealth Management Works.
Every wealth management relationship begins with planning. Portfolios are structured to reflect lifestyle needs, time horizons, tax efficiency, and residency considerations before implementation begins.
Once implemented, portfolios are monitored and adjusted as conditions evolve. This includes disciplined rebalancing, tax-aware decision-making, and regular review to ensure alignment with the client’s changing circumstances. We also coordinate closely with tax and legal advisors so investment decisions support broader planning objectives.
Bringing the Right Expertise Together.
Our team brings together experienced professionals across financial planning, accounting, cross-border taxation, investment strategy, insurance planning, and business advisory. Collectively, the firm includes CPAs, CFPs, CFAs, and specialists with deep experience advising entrepreneurs, professionals, and high-net-worth families.
Rather than operating in separate silos, these disciplines work together to evaluate decisions from multiple perspectives. This integrated approach allows us to identify risks that might otherwise be missed and develop strategies that remain coherent across tax, corporate, and personal financial planning.
Our Advisory Team.
Obed Maurice, CPA, CA, CFP, stands out as an accomplished holistic financial planner with a wealth of experience and a commendable track record. Holding the distinguished credentials of a Certified Public Accountant (CPA) since 2010, Obed has held significant roles, including that of Chief Operating Officer for a prominent ultra high-net-worth family office and later, as a partner in a mid-sized CPA firm. His entrepreneurial spirit led him to establish one of Canada’s pioneering cloud-based CPA firms, a venture that saw successful acquisition in 2018. Furthering his innovative pursuits, Obed launched MaximONE, a tech startup dedicated to automating financial wellness and offering proactive advice.
Obed’s contributions to the field have not gone unnoticed; he has been honored with the CPA Distinguished Service Award by CPA Alberta and the Career Virtuoso Award by Lethbridge College, underscoring his exceptional service and dedication to his profession. As a holder of CPA, CA, and CFP designations, Obed’s passion lies in empowering individuals to unlock their potential through sound financial planning.
His philosophy towards financial planning is deeply personal, drawing from the comprehensive and holistic needs of his own family. Obed excels in assisting entrepreneurs and professionals in amplifying the value of their life’s work, guiding them in wealth creation and preservation through meticulous planning, strategic holistic approaches, and a dedicated team to bring plans to fruition.
Beyond his professional endeavors, Obed’s personal life is enriched by his roles as a husband and father to a young daughter. He is deeply committed to community service, actively participating in volunteer activities and contributing positively to society.
Simon’s expertise lies in distilling complex financial concepts into clear, actionable insights, which form the foundation of his Financial Plans. He specializes in guiding individuals and businesses through the intricate landscape of finance, leveraging his vast knowledge and experience to enhance their financial success and stability.
Simon’s academic and professional qualifications, including an MBA in Accounting and a distinguished trio of designations—Certified Financial Planner, Chartered Investment Manager, and Chartered Life Underwriter—equip him to offer comprehensive and strategic financial advice. His career extends beyond traditional wealth planning, enriched by collaborations with leading asset management firms and a significant tenure at a premier accounting firm. This diverse experience enables him to adeptly serve a varied client base, from entrepreneurs and small business owners to seasoned professionals.
With a passion for writing, Simon has also transformed his professional experiences into an engaging narrative within his book. It merges academic rigour with practical financial expertise, making the complex world of finance accessible to a broad audience.
In his practice, Simon addresses the multifaceted financial challenges faced by today’s business owners and professionals. He advocates for integrated collaboration among clients’ financial advisors, including lawyers, accountants, and bankers, to ensure a holistic approach to wealth management. Inspired by his extensive practical experience, his book invites readers to embark on a journey toward financial enlightenment, providing a comprehensive guide to robust financial planning.
Christopher Liew is a Director at Maxim Advisory Group, a firm dedicated to delivering personalized financial strategies for individuals and business owners across Canada.
With a passion for financial education, Christopher saw a significant gap in accessible resources for Canadians. In 2019, he launched Wealth Awesome, an educational platform with a website and YouTube channel dedicated to simplifying Canadian finance. Over 6 million Canadians benefited from his content. After successfully growing and later selling the platform, Christopher turned his full attention to Maxim Advisory Group.
A CFA Charterholder with over 15 years of experience, Christopher has held pivotal roles in the Canadian finance sector, including as a Financial Advisor at RBC. He also founded an insurance advisory practice, serving over 80 clients. Driven by a desire to make a lasting impact on people’s financial well-being, Christopher has commitment to personalized financial education and client success continues to shape his work at Maxim Advisory Group.
Galen Nuttall is a former teacher turned Certified Financial Planner based in Belleville, Ontario, where he lives with his wife, two children, and their spirited dog, Taco. Growing up, Galen saw firsthand the challenges his fathe —a now-retired nephrologist—faced in navigating financial decisions while constantly being pitched “the latest and greatest” products. Inspired to make a difference, Galen pursued his CFP designation along with a Master’s degree in Education, combining deep financial knowledge with a gift for simplifying even the most complex concepts (often using his signature stick figure drawings).
Galen also hosts the popular “A Clean Bill of Wealth” podcast, where he shares insights and interviews with experts to help physicians take control of their finances and build lasting wealth.
When he’s not advising clients or recording his podcast, Galen enjoys spending time outdoors—whether skating on his backyard rink or relaxing at the beach with his family. As the group’s insurance and estate planning specialist, Galen is dedicated to helping clients build comprehensive plans that protect both their current lifestyle and future legacy.
Renae is an accomplished executive coach and leader with over three decades of experience in startup leadership, entrepreneurial ecosystem development, and organizational development across both corporate and non-profit sectors. As a partner with Maxim Advisory Group, she is dedicated to helping executives align their leadership with core values, focusing on value alignment, resilience building, legacy development.
As VP of Entrepreneurship & Innovation at Economic Development Lethbridge, Renae has been instrumental in developing and launching programs through Tecconnect, an incubator for emerging technologies. These programs provide unfailing support to all ambitious entrepreneurs, ensuring they have the resources, networks, and guidance necessary for success, regardless of their background. Under her leadership, these initiatives have secured millions in funding, empowering founders—including Indigenous peoples, women, newcomers, and others from underrepresented communiti —to scale their businesses from ideation to commercialization.
Renae has been instrumental in helping founders scale their ventures by building trust and ensuring value alignment between the leaders’ personal principles and their companies’ growth strategies. She leverages her deep expertise in strategy, leadership, and program development to help entrepreneurs not only achieve business success but also stay grounded in their core values. Renae’s unique approach—bridging strategic vision with actionable steps—has earned her national recognition, including the YWCA Woman of Distinction award for Entrepreneurship and a nomination by her peers for WXN Canada’s Most Powerful Women.
Christopher Liew is a Director at Maxim Advisory Group, a firm dedicated to delivering personalized financial strategies for individuals and business owners across Canada.
With a passion for financial education, Christopher saw a significant gap in accessible resources for Canadians. In 2019, he launched Wealth Awesome, an educational platform with a website and YouTube channel dedicated to simplifying Canadian finance. Over 6 million Canadians benefited from his content. After successfully growing and later selling the platform, Christopher turned his full attention to Maxim Advisory Group.
A CFA Charterholder with over 15 years of experience, Christopher has held pivotal roles in the Canadian finance sector, including as a Financial Advisor at RBC. He also founded an insurance advisory practice, serving over 80 clients. Driven by a desire to make a lasting impact on people’s financial well-being, Christopher has commitment to personalized financial education and client success continues to shape his work at Maxim Advisory Group.
Built for Entrepreneurs and Global Professionals.
Many of our clients are incorporated professionals, business owners, or families with international ties. They may hold operating companies, investment portfolios, real estate, or private investments that span multiple jurisdictions. Others are navigating relocation between Canada and other countries, managing dual tax obligations, or planning long-term wealth transfers across borders.
These situations require more than compliance. They require strategy. Our role is to help clients navigate complexity with structured advice that connects the dots between tax, planning, investments, and business decisions.
A Modern Advisory Firm.
Maxim Advisory Group was designed to operate differently from traditional financial firms. In addition to professional expertise, the firm invests heavily in technology and education to improve the client experience.
Through initiatives such as the Blueprint Financial education platform, podcasts, and professional speaking engagements, members of the Maxim team contribute regularly to public conversations about financial strategy and planning. These platforms help simplify complex financial topics and reflect the firm’s broader commitment to education and informed decision-making.
At the same time, internal technology and planning tools allow the firm to deliver analysis more efficiently while maintaining a high level of professional rigor.
Start With a Conversation.
Every new relationship begins with an advisory consultation. This conversation allows us to understand your situation, identify the key questions you are facing, and determine whether a deeper advisory engagement would be appropriate. If your financial decisions involve complexity, cross-border considerations, or major long-term planning, we would welcome the opportunity to speak with you.