Maxime Lambert is a portfolio manager with TD Wealth Private Investment Advice. Maxime provides a full-suite of wealth management services to his clients, including tax, investment and wealth planning. Maxime’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.
Maxime has been providing his clients with innovative wealth management solutions for many years. His clients include wealthy individuals and families, as well as their private corporations, trusts, estates and foundations who require comprehensive wealth management services in collaboration with highly qualified TD experts and outside professionals
Maxime holds the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI). The CIM designation is a regulatory requirement to be able to provide discretionary portfolio management in Canada. The FCSI is the most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Maxime has spent his life working and volunteering with different charitable organizations across Canada, and continues to be actively-involved in a wide range of charitable and community organizations.