Our Team
Led by Mojtaba Abedi. One coordinated team.
FinanceMaxim was founded on a simple idea: every family deserves a dedicated advisor who knows their story and stays. Meet the leadership and specialists who turn that promise into plans — across insurance, mortgage, retirement, investing, and coaching.
25+
Years serving Canadian families
9
Dedicated advisors across Ontario
37
Carrier & lending partners
10+
Languages spoken
Leadership
The CEO & Founder behind the practice.
Finance Maxima Ltd. was founded and is led by CEO & Executive Director Mojtaba Abedi — leading the team and meeting clients across Ontario.
CEO & Founder · Executive Director
Mojtaba Abedi
Mojtaba Abedi is the CEO, Founder, and Executive Director of Finance Maxim Ltd. With over two decades of experience in the Canadian financial services industry, Mojtaba is an entrepreneur, coach educator, licensed insurance advisor, and mutual fund representative. He founded Finance Maxim with the mission to provide every Canadian family and business owner with comprehensive, independent, and ethical guidance across insurance, mortgages, wealth accumulation, and retirement planning.
- Tenure
- 20+ years
- Location
- Richmond Hill, ON
- Designations
- Life Licensed (LLQP)Mutual Fund RepresentativeMortgage SpecialistCoach Educator
- Languages
- English · Persian (Farsi)
Focus
Holistic wealth management, insurance & financial education
Founder & Executive Director of Finance Maxim Ltd., leading independent advisory across Ontario.
The Advisors
Nine specialists, one coordinated plan.
Each advisor owns a discipline — insurance, mortgage, retirement, investing, or coaching — but your plan is coordinated under one roof, with one director overseeing the whole.
Senior Wealth Advisor
Mei Chen, CFP
Mei specializes in the transition years — when savings need to become income. She builds RRSP-to-RRIF drawdown plans, annuity ladders, and segregated-fund portfolios designed to last a lifetime without outliving the money.
- Experience
- 14 years
- Location
- Toronto, ON
- Focus
- Retirement income & segregated funds
- Languages
- English, Mandarin, Cantonese
Mortgage Specialist
James Patterson
James came to mortgages after years in commercial lending, which is why he reads the whole file — not just the T4. He is known for finding a path for self-employed clients and first-time buyers the banks have turned down.
- Experience
- 11 years
- Location
- Richmond Hill, ON
- Focus
- Self-employed & complex income mortgages
- Languages
- English
Insurance & Living Benefits Advisor
Leila Ahmadi, QAFP
Leila helps families protect their income before they need to. She layers term life, critical illness, and disability coverage so a diagnosis or a layoff never becomes a foreclosure — and reviews the cover every year as life changes.
- Experience
- 9 years
- Location
- Markham, ON
- Focus
- Critical illness & disability protection
- Languages
- English, Farsi, Dari
Insurance Advisor
David Okonkwo
David believes protection should be the foundation, not an afterthought. He structures term life so the benefit shrinks with the mortgage — keeping premiums low while the need is highest, then layers permanent cover as the family's wealth grows.
- Experience
- 12 years
- Location
- Brampton, ON
- Focus
- Term life & mortgage protection
- Languages
- English
Financial Coach & Planner
Anita Sharma, CFP
Anita works one-on-one with families who feel stuck — strong income, nothing saved, debt that won't budge. Her 90-day coaching program builds a real budget, a debt snowball, and the confidence to keep going long after the sessions end.
- Experience
- 8 years
- Location
- Mississauga, ON
- Focus
- Cash flow & debt elimination coaching
- Languages
- English, Hindi, Urdu
Senior Insurance & Estate Advisor
Robert Lindqvist
Robert has spent two decades on the permanent side of the ledger — universal life, whole life, and the estate planning that turns a death benefit into a legacy. He works closely with clients' lawyers and accountants so the policy, the will, and the tax plan all line up.
- Experience
- 22 years
- Location
- Richmond Hill, ON
- Focus
- Permanent life & estate planning
- Languages
- English, Swedish
Investment & RESP Advisor
Ken Tanaka
Ken is the team's education-funding specialist. He structures RESP plans to maximize the Canada Education Savings Grant and provincial incentives, and helps newcomer families start saving from a child's first year in Canada.
- Experience
- 10 years
- Location
- Toronto, ON
- Focus
- RESPs & education planning
- Languages
- English, Japanese
Newcomer Financial Advisor
Amara Okafor, QAFP
Amara built the practice's newcomer program. She walks new Canadian families through credit building, first account setup, TFSA and RRSP timing, and the protection that matters most in the first years — all in plain language.
- Experience
- 7 years
- Location
- North York, ON
- Focus
- Credit building & newcomer planning
- Languages
- English, Igbo
Business & Group Benefits Advisor
Omar Haddad
Omar works with business owners to separate personal and company finances, set up group health and disability benefits that attract talent, and structure key-person and buy-sell coverage so the business survives its owners.
- Experience
- 13 years
- Location
- Richmond Hill, ON
- Focus
- Group benefits & business owner planning
- Languages
- English, Arabic
How We Work
Your family, one coordinated team.
You're assigned one lead advisor who knows your story. Behind them, a specialist for every discipline — and a director who oversees the whole plan.
01
One lead advisor
Your first call is with one advisor who stays with you — not a different face every visit.
02
Specialists on call
Insurance, mortgage, retirement, investing, and coaching — each owned by a dedicated specialist who steps in when the plan needs it.
03
Director oversight
Every plan is reviewed by the director, so the parts always add up to one coherent whole — never siloed advice.
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.