Max Bodnar

Max Bodnar

Investment Advisor

Working together to help you achieve what truly matters to you

Contact me

Office Location

380 Wellington St., Tower B, 17th Floor London, ON N6A 5B5. map

Why I do what I do

Seeing my clients, family, friends, and my community achieve their financial and personal objectives based on my advice is the most gratifying feeling for me.

I have been very fortunate that throughout my life I have been mentored by outstanding individuals who taught me that discipline, teamwork, and a constant pursuit of self-development can yield a combined result that is worth a lot more than just financial success on its own. Sharing and applying this experience with my clients gives me a feeling of self-fulfillment and purpose. Being entrusted with a responsibility to steward your family, business or institution on a financial journey may be a challenging task, but together, we will strive to achieve success however you choose to define it.

How I Help Clients

I show up and take action. Our team implements one process that in collaboration with you, will allow us to make timely decisions regardless of their complexity. This process is called OODA loop (Observe, Orient, Decide, Act) and it involves 4 stages:

  • We Observe your financial surrounding and where you are in your stage of life by asking targeted and open-ended questions.
  • We Orient your objectives, goals, and milestones on a wealth plan by confirming relevant information and assumptions.
  • We Decide to act together based on the information on hand.
  • We Action our plan and coordinate with strategic members of our team and TD specialists who focus on financial, estate and succession planning. We also coordinate with your accountants, lawyers, and key stakeholders of your legacy.
My interests

I believe in supporting our community not only through financial resources but with my time. I am engaged with a few local non-profits that focus on child welfare, access to food, and financial literacy.

I am father to a beautiful girl, and we enjoy spending active time outdoors.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect