About Us
Empowering families for a secure future.
Finance Maxima Ltd. is an independent financial services practice based in Ontario, Canada. We provide insurance, investment, and planning tools that help Canadian families protect, plan, and prosper — for a better tomorrow.
Our Promise
Advice you can trust, from people who stay.
We believe financial planning should be personal, transparent, and built to last. That's why every client works with one dedicated advisor who knows their story.
Independent, whole-of-market advice
We're not tied to one insurer or lender. We compare options across Canada's leading providers to find the right fit for you.
Plans built around you
No templates. Your plan is shaped around your family, your goals, and your budget — in plain language.
One dedicated advisor
You work with one advisor who knows your story and stays with you as life changes — not a call centre.
Ongoing reviews
Your plan evolves with you through annual reviews and check-ins at every life milestone.
How We Work
A clear, four-step path.
01
Discovery
We learn about your family, finances, and goals in a free, no-obligation conversation.
02
Strategy
We compare options across the market and design a plan tailored to your needs.
03
Implement
We handle the paperwork and set up your coverage and accounts end to end.
04
Review
We meet regularly to keep your plan aligned as your life and goals change.
Visit Us
By appointment, in Richmond Hill.
We meet clients in person and virtually — whatever works best for your schedule. Reach out to arrange a time that suits you.
- 30 Via Renzo Dr., Suite 200, Unit 203Richmond Hill, ON L4S 0B8
- Mon–Fri · 9:00 AM – 9:00 PM ET · +1 (437) 955-3333
Get started today
Let's build a plan that protects what matters most.
Every relationship begins with a free, no-obligation conversation. Tell us about your family and your goals — we'll do the rest.