Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Max Lane

CIM, CFP


Position

Team Lead, Wealth Planning Associates

Client Relationship Manager


Max Lane

CIM, CFP

In his role as Team Lead, Wealth Planning Associates | Client Relationship Manager, Max focuses his efforts on the professional development of the associate team in order to deliver the highest level of client service.

In the industry since 2013, Max has a wide range of experience in portfolio management, financial planning and wealth management. He is a graduate of the University of Guelph, where he achieved his Bachelor of Science, Mathematics. Max currently holds his Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. Max also volunteers with Junior Achievement BC where he mentors high school students through the JA Company program. This program creates an entrepreneurial environment where students can start a company and live the experience of an entire product life cycle. This gives them real-life experience in marketing, production, engineering, sales, and commerce.

Outside the office, Max enjoys training his new border collie puppy, Louis, trivia with friends, baseball, and exploring BC Parks.


Question & Answers

  • Best book to read on a long flight?

    7 habits of highly effective people – Stephen Covey

  • Favourite music genre?

    All over the place: from reggae to blues to drum and bass. My stepfather is an accomplished blues/jazz musician, and my brother is a successful electronic music producer.

  • Would you bungee jump?

    Yes, and I have in Quebec at the great Canadian bungee outside of Chelsea, QC (North America's largest bungee jump).

  • Best wine?

    Right now, Bread and Butter Chardonnay has been a favourite, but of course it depends on the pairing as I am usually a red wine person.