Maxim Advisory Group is a Canadian financial advisory firm serving business owners, professionals, families, retirees, and clients with cross-border financial needs. Its fee-only model charges upfront professional fees rather than earning commissions from financial products. The firm brings financial planning, tax considerations, investment management, and business strategy together to help clients make informed decisions about complex transitions and long-term wealth.

Services include financial planning that assesses options in real dollars, plan execution, and ongoing wealth and portfolio management. Maxim also provides cross-border guidance on relocation, residency, tax treaties, and departure tax, alongside business advisory for corporate structure, compensation, and business exits. The team coordinates with clients’ accountants, lawyers, and portfolio managers to support implementation in the right sequence.

Maxim emphasizes practical analysis and coordinated recommendations, helping clients build, restructure, and protect wealth. It also shares financial education through articles, media commentary, podcasts, and the Blueprint Financial YouTube channel, and offers paid advisory consultations focused on specific decisions.