Max

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Senior Consultant - Wealth Planning at BMO Private Wealth|Canada

Position:

Senior Consultant - Wealth Planning at BMO Private Wealth

Location:

Canada

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Last updated: 2026-06-25
Updated: 2026-06-25

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Work Experience 7 years

Senior Consultant - Wealth Planning at BMO Private Wealth

Jan 2025 - Current

Adjunct Professor at Conestoga College School of Business

Sep 2023 - Jan 2025

Senior Specialist - Tax Advisory at KRP LLP

Jan 2023 - Dec 2024

Specialist - Wealth Planning at TD

Jan 2022 - Jan 2023

Senior Associate - Tax and Estate at Invesco

Jan 2019 - Jan 2021

Max started working in 2019, then the employee has changed 4 companies and 4 jobs. On average, Max works for one company for 1 year 7 months.

Their professional focus is Business Succession, CaseWare, and CCH across 3 core areas.

Max holds IDTP Group Study 2, Certified Financial Planner (CFP®), and Certified Public Accountant (CPA) (Student) certifications.

Education

School of Continuous Education at University of Toronto

Postgraduate Degree at Centennial College

Bachelor of Business Administration - BBA at Sumy State University

Max Namesakes

Name
Company
Position
Max
Innovax Capital Limited
Senior Associate
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Max
MFC Furniture Company Inc.
CEO
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Max
Bancara
Account Manager
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Leo
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Max Shimizu
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Tyler Rae
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Thomas Douglas
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