Max Lane

Background

About Max Lane

I have been working in the wealth management industry since 2013 and have a wide range of experience in portfolio management and financial planning. Now I have turned my attention to helping those around me succeed in delivering the highest level of client service, while maintaining a sustainable work culture in the associate environment. Supporting our high performing team of associates has been a great fit for my skills, drive, passion, and experience. I look forward to continuing to help contribute to our mission of delivering white-glove service to clients through wealth management and financial planning. Outside of work I try my best to give back to my community. I mentor with Versa Fi (formerly Women in Capital Markets), fundraise for Movember, and most notably I volunteer with Junior Achievement BC where I mentor high school students through the JA Company program and recently the JA Company Program for Indigenous Learners. This program creates an entrepreneurial environment where students can start a company and live the experience of an entire product life cycle. This gives participants real life experience in marketing, production, engineering, sales, and commerce. My volunteer work with the JABC Company Program helped me achieve the Royden Richardson National Volunteer of the Year award for Canada. More information about the JA program can be found here: http://jacanada.org/program/company-program.