Max Lane

Max Lane, BSc, CIM®, CFP®, currently serves as Manager of Advisory Services and Client Relationship Manager at Nicola Wealth since May 2019. Prior to this role, Max held various positions at Nicola Wealth, including Team Lead of Wealth Planning Associates and Senior Financial Planning Associate. Max's expertise in financial planning was initially developed at Arbutus Financial Services Ltd. as a Client Services Specialist, where responsibilities included collaborating with clients and advisors on financial plans. Earlier experience includes serving as an Investment Advisor at PWL Capital Inc., where duties involved portfolio management support, including asset allocation and financial planning software assistance, as well as a role as Portfolio Administrator. Max holds a Bachelor of Science in Mathematics from the University of Guelph.