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Max’s Mo Monologue

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We’re All Human, and We All Have Biases

Inspiring the Next Generation through Volunteerism

Redefining Leadership in Wealth Management

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Professionals you can trust

Prior to joining the Nicola Wealth team, Max led a team in the portfolio management function of an independent wealth management firm in Ottawa, Ontario. He obtained his Bachelor of Science in Mathematics and holds both his Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. 

Max is passionate about teaching financial literacy to the next generation and executes this through his volunteer work with Junior Achievement. In 2022, Max was recognized nationally with the Royden Richardson National Volunteer Award from Junior Achievement Canada for his volunteer work in Ottawa and Vancouver.

In his role as Manager, Private Wealth – Associates, Max is focused on perpetuating and growing the award-winning culture at Nicola Wealth to help the talented Wealth Planning Associate team succeed to their full potential.

Overview

Max Lane

Client Relationship Manager

Manager, Private Wealth - Associates

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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Max Lane

Overview

Insights from Max

Professionals you can trust