Whether you’re checking your returns from a lounge in London or reviewing your estate plan from your home office, we believe your wealth should work as hard as you do.

To help you kickstart the next chapter of your financial growth, we’re offering a tiered rewards program for new assets brought under management.

Register by April 15 and initiate a qualifying transfer or deposit within 30 days to select your reward.

How it works

For professionals and business owners, managing the $500,000 small business limit is a critical threshold for your bottom line. We specialize in using Holding Companies and corporate surplus strategies to defer personal taxes.

By retaining profits inside the corporation to reinvest, you benefit from a significantly lower tax rate than the top personal bracket, allowing your capital to compound faster.

Wealth management is incomplete without a robust "moat" to protect it. Maxim AJ James provides specialized Financial Security Planning that goes beyond basic coverage. We integrate Buy-Sell Agreement funding, Key Person Insurance, and Tax-Efficient Estate Bonds to ensure your business and family are protected from the unexpected. Whether it’s Life, Disability, or Critical Illness insurance, we structure these policies as asset classes that provide liquidity and tax-free growth.

Why settle for a revolving door of bank advisors? At a major institution, your contact might change every 18 months. With AJ James, you get long-term continuity.

Maxim’s MBA background and global perspective mean you have a partner who understands the nuances of business growth and high-net-worth complexity. We don’t just provide a platform; we provide a dedicated, multi-decade partnership.

Which assets are eligible? Cash deposits and institutional transfers (RRSP, TFSA, non-registered, and corporate accounts) from other financial institutions are eligible. All transfers are processed through our secure, white-glove onboarding service.

Will you cover my exit fees? Yes. We will reimburse all transfer-out fees charged by your current institution for any account transfer over $50,000.

Can I speak to someone before I move my funds? Absolutely. You can book a 15-minute introductory call here to discuss your specific portfolio needs and ensure your transition is seamless.