Max Lane, BSc, CIM®, CFP®

Max Lane, BSc, CIM®, CFP® is a wealth management professional currently working at Nicola Wealth as a Manager of Advisory Services - Associates and Client Relationship Manager.1 He has been working in the wealth management industry since 2013, gaining extensive experience in portfolio management and financial planning.1

Professional Background

Max's career in wealth management spans over a decade, during which he has developed expertise in various aspects of financial services. His credentials include:

• Bachelor of Science (BSc)
• Chartered Investment Manager (CIM®)
• Certified Financial Planner (CFP®)

Role at Nicola Wealth

At Nicola Wealth, Max is involved in several key areas:

• Client Relationship Management: He works directly with clients to help manage their wealth and financial planning needs.
• Advisory Services: As a Manager of Advisory Services for Associates, he likely plays a role in guiding and developing junior team members.
• Event Participation: Max has been involved in hosting events for Nicola Wealth, such as one at the Fairmont Empress Hotel in Victoria.3

Community Involvement

Max demonstrates a commitment to community engagement and charitable causes:

• He participates annually in Movember, growing a moustache to raise awareness for men's health issues.4
• He has been involved with volunteer programs, showing an interest in giving back to the community.2

Professional Development

Max appears to be actively engaged in the wealth management industry beyond his day-to-day role:

• He stays informed about industry trends, including discussions on the future of talent, transition, and technology in wealth management.5
• He engages with content related to financial planning and wealth management strategies on professional platforms.6

Max Lane's profile suggests he is a well-rounded professional in the wealth management field, combining technical expertise with client relationship skills and a commitment to community involvement.