Max graduated from Mount Royal University in 2017 with a Bachelor of Business Administration degree, with focuses in Management and Finance. After graduation he began his career in the Financial Services industry as a Customer Service Representative with the Bank of Montreal.
After receiving several commendations and achieving best-in-district standards in customer service with BMO, Max was recruited for a new position as Universal Banker with Scotiabank. Shortly after starting this role, he was subsequently promoted to Senior Financial Advisor which allowed him to further pursue his passion for creating exceptional client experiences and providing tailored advice.
Max completed the Canadian Securities Course in 2018 and has recently passed the Conduct and Practices Handbook exam, which have helped further cement his investing competencies. As a proud new member of the CH Financial team, Max is excited to add value through his investment knowledge, infectious positivity, and obsession with providing world-class client care.
Max is also actively involved in the Calgary community and spends some of his free time as a core volunteer for Brown Bagging for Calgary’s Kids and Pawsitive Match Rescue Foundation. When not at the office or volunteering, Max can be found fanatically watching Calgary Flames Hockey or exercising his love for everything food-related by experimenting with new recipes and ingredients. Originally from New Brunswick, Max has an intrinsic adoration for seafood, and tends to incorporate it in many of his recipes. Max has 3 dogs - all adopted from Pawsitive Match.
Mutual Funds Provided through FundEx Investments Inc.