Max Lane

In his role as Senior Manager, Insurance Services, Max brings over a decade of experience helping clients and advisors integrate insurance seamlessly into their broader wealth strategies. With a background in mathematics, financial planning, and insurance, he leads a team dedicated to supporting the long term financial security of the families Nicola Wealth serves.

Max collaborates closely with advisors, carrier partners, and internal specialists to provide customized planning that aligns with each client’s goals. His approach blends deep technical knowledge with a commitment to the Nicola Wealth client service standard, ensuring teams and clients feel informed, supported, and confident in each decision.

Passionate about financial literacy, Max volunteers with organizations such as Junior Achievement BC, where he received the Royden Richardson National Volunteer Award in 2022 for his leadership and contributions to the Company Program. His passion for teaching carries into his work at Nicola Wealth, where he leads workshops, learning sessions, and process improvement initiatives that empower the team to deliver thoughtful, high quality advice.

Max is committed to ongoing education and professional development. He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations in addition to his insurance license.