Trusted by thousands of families and advisors worldwide.
Total Clarity into Your Financial Health
Like having a personal CFO in your pocket. We provide the tools you need to organize, track, and grow your wealth.
Holistic Net Worth
Your personal balance sheet, done right. Track assets, liabilities, and liquidity in real-time—from your corporation to your personal accounts.
Decision Simulators
See the real trade-offs before you move. Run scenarios like 'Salary vs Dividends' or 'Invest vs Pay Down Debt' to find your optimal path.
Canadian-specific Micro-Learning
Applied, not academic. Short, visual modules that explain concepts like 'TFSA vs RRSP' or 'Corporate Investing' using YOUR numbers.
Our Purpose
The rich experience you deserve
Maxim One was created in 2020 to help people reach their financial potential.
We leverage technology, psychology and financial expertise to reduce the time, cost and hassle of making great financial decisions. If you’re like most people, you work hard and save what you can. You’ve tried working with old school accountants and advisors but end up being disappointed.
It's hard to find proactive and personalized advice. It's also really expensive. If you’re lucky enough to have a team of advisors, you’re still left playing quarterback between them. It's as if none of them understand the total picture. That’s why we created Maxim One. To help you create that clear picture.
"Through my work as a practicing CPA, I’ve met thousands of people about their money and most don’t have a plan. They don’t know where to start and no one has taken the time to help. That’s a huge missed opportunity and it's one of the main reasons people never reach their potential."
– Obed Maurice CPA, CA
"It's an experience everyone should get."
A personalized plan, clear action steps, proactive reminders and a way for you to collaborate with your loved ones and advisors.