Maxim Treff Cfa, Cfp

Maxim Treff, CFA, CFP, MBA, is an experienced financial professional currently serving as a Financial Planner at IG Wealth Management since September 2020. In addition to this role, Maxim has been a Faculty Member at the Southern Alberta Institute of Technology, delivering courses for various finance designations since September 2017, and acts as a Subject Matter Expert for Advocis, developing educational content for aspiring certified financial planners in Canada. With prior experience as an Independent Financial Advisor, Maxim has a strong background in high-net-worth financial planning and investment management, complemented by roles in financial education at Lambton College and various positions in the banking and investment sectors, including analysis and portfolio management at Arab Bank. Maxim holds an MBA from Memorial University and a BA in Finance from the University of Jordan.