An award-winning financial advisor, Maxim implements proven wealth management strategies, that build upon tax-efficient structures to enhance investment portfolios, boosts cash flow, and reduce capital gains tax, while providing protection, access to equity, and comprehensive estate planning.
With almost a decade of financial advisor experience, and almost two decades of business management and ownership, Maxim is a resource for his clients, utilizing time-tested solutions, to meet the unique financial planning needs of families, business owners, individuals, and corporate shareholders.
In the summer of 2024, Maxim merged his practice with Lazar Wealth Succession Strategies Inc. adding greater value to clients, through the collaboration of both experienced financial advisors and financial planners within the firm. Building relationships and using key financial concepts, Maxim help’s clients meet their goals today, and prosper in the future, by assisting clients with making the most informed financial decisions that best target their respective needs. Maxim works closely to help clients make sound investment and insurance decisions that are useful, valuable, tax-efficient, and time-specific.
Ready to hit your targets? Reach out to Maxim today!
Maxim AJ James, MBA.
Financial Security Advisor
I absolutely love what I do. Educating people and having the ability to help is the biggest reward of all.