Simon Maxwell Cfp, Clu, Mfa-P

Simon Maxwell, CFP, CLU, MFA-P, has been a Certified Financial Planner at Maxwell Insurance Services Inc. since December 2002, specializing in a diverse array of insurance products and segregated investment solutions. Additionally, Simon has served as a Senior Benefits Consultant in the Group Benefits & Pensions division since June 2002, focusing on delivering value to clients while effectively managing costs. Simon holds a Chartered Life Underwriter (CLU) designation from Advocis, a Master of Philanthropy (MFA-P) from the Knowledge Bureau, and a Certified Financial Planner (CFP) designation from FP Canada. Simon is also pursuing an Honours Bachelor of Arts in Music Performance at Bishop's University, which has been ongoing since 1990.