Position:
Senior Consultant - Wealth Planning at BMO Private Wealth
Location:
Canada
Found email addresses for Max:
Found phone for Max:
Jan 2025 - Current
Sep 2023 - Jan 2025
Jan 2023 - Dec 2024
Jan 2022 - Jan 2023
Jan 2019 - Jan 2021
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.
School of Continuous Education at University of Toronto
Postgraduate Degree at Centennial College
Bachelor of Business Administration - BBA at Sumy State University
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.