Maximize Your Wealth, to Maximize Your Life!

Our Services

Maximizing, Protecting & Simplifying Your Wealth

*Investment Advisory Services are offered through WealthMax Financial - a tradename of Aligned Capital Partners Inc.

Wealth Maximization Process

See what our clients are saying...

  • We have been clients with Julie since 2006 as our financial advisor on the recommendation from our accountant. We feel that she has greatly helped us with all our...
  • For many years we had our portfolio with a major banking institution in Canada and asked to have our portfolio reviewed to make it work better for us as we were paying the large amounts of…

  • I met Julie at a seminar at the Glenway Golf and Country Club. I was very impressed with her presentation and scheduled a consultation shortly thereafter.

    Julie is not only warm and…

  • I have been a client of Julie's since 1995 and have always been so impressed by her dedication to her clients as well as her knowledge of investment solutions.…

Latest Articles

  • These Financial Mistakes Can Cost You

    Feb 12, 2024

    Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for any successful long-term financial strategy – can affect different situations quite dramatically. Here are some financial...

  • Personal Finance & Job Transfers

    Feb 12, 2024

    These days, having a career presents many more new rewards and challenges than it ever used to. What we used to take for granted – including our work location – can sometimes change dramatically as companies continue to change and adapt to new...

  • Maximizing Your Retirement

    Feb 12, 2024

    Bob and Lisa are wondering just how their retirement will turn out. After all that's happened over the past few years, their RRSP accounts haven't grown as much as they had expected. Even in the best of times, they weren't saving as much they could...

Lake

Let's Meet !

At Wealth Maximization Group, our clients are like family.

Get to know our team by booking a free discovery call with Julie.

We look forward to meeting you!

 

Contact Us

We would love to hear from you. Contact us now via email, phone or mail.

 

Medija Lamce

 

Medija Lamce

wealth@wealth-max.com

Send us a message and our team will be in contact with you!