Maxim Massicotte, CFA, currently serves as a Portfolio Manager at Nest Wealth (Objectway Group) since April 2023, following a tenure as Associate Portfolio Manager at TD from March 2014 to March 2023. At TD, Maxim managed high net worth client investment accounts, analyzed and rebalanced portfolios in accordance with investment policy statements, and executed buy and sell orders, while also developing business relationships to promote TD mutual funds and managed portfolios. Prior experience includes roles as an Investment Agent at National Bank Direct Brokerage and a Personal Banking Officer at Scotiabank. Maxim holds a Bachelor's Degree in Business Administration and Management from Université Laval and a D.E.C. in Social Sciences from Champlain St-Lawrence College.
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