As a Raymond James Senior Wealth Manager, I put my clients first in all I do. My role is to help you to retire financially independent, educate your children, and pass your wealth to your next generation as tax effectively as possible.

I spend the time and effort to understand your goals, risk tolerance and businesses or family needs. Together we create a structured investment plan that is right for you. Over the past two decades in Canada, I have grown my practice to serving multi-generational families in Ontario and throughout many of the Canadian provinces. Our clients consist of people building their wealth, as well as clients that are now in the withdrawal phase of their investment lives. Our client base includes many medical professionals, engineers, small business owners and chartered accountants, amongst others. A large percentage of our clients are retirees from all walks of life.

When you choose the Averbuch Wealth Management team of Raymond James Ltd., you get more than an experienced financial advisor who cares about your needs. You get the strength and resources of a leading North American independent full-service investment dealer. By leveraging our unique position within the investment community, we bring Canadians the best investment products, services, advice and ideas our industry has to offer.

Why should you choose Max Averbuch?

I conduct myself with honesty and integrity. I am deeply committed to the financial success of each of my clients. When designing an investment plan to meet your individual goals, I analyze the cost of each investment with your best interests at heart, and review them with you along with the associated risk and limitations. Together we will set realistic expectations based on long-term market history. I care about your peace of mind and will work closely with you to ensure your questions are answered promptly, and that your investments match your risk tolerance.

I have built a support team and network of professionals that enhance the services that I provide. My team is well trained and professional, with your best interests always kept in mind.

Commitment to serving clients

My career in the financial services industry began in 1990 in South Africa. I immigrated to Canada in 1999, and have served clients in the North York area since 2000. Service is what sets me and my team apart from others in the industry. I am very proud to have been recognized and voted Platinum Award winner for 2008, 2009 and 2013, and Diamond Award winner in the Reader’s Choice awards for 2010-2012 in the North York Mirror.

Some of the highlights of my career are being a five-time winner of the International Quality Award, as well as receiving numerous other awards, designations and accreditations within the industry both in South Africa and Canada.

Education

• Received ILPA (life) designation, University of Orange Free State, South Africa
• Received CFP^® designation, South Africa
  • Claremont Graduate University – The Peter F. Drucker and Matoshi Ito Graduate School of Management: Managing the Drucker Way
  • Completed PFP, CSC, CPH and insurance level II, Canada

Community Involvement

• Founding Chairman, Canons Creek Private School, South Africa
• Past Vice Chairman, Finch Flyers Childcare, North York
• Sponsor Paris Curling Club
• Participated and rode in Enbridge Ride for the Cure with my elder son in 2014
• In 2017, Wendy and I established our Foundation in order to support the Averbuch Family MD Bursary at McMaster University.

Family

My family and I live in North York. My wife, Wendy, joined my team in 2005 as a Marketing Coordinator, and is our Business Development Specialist.

In the summer, we enjoy hiking, fishing, kayaking and cycling as a family. In the winter, we are enthusiastic alpine skiers.

What Clients Say

Dear Max, you and your team have exceeded all my expectations. You have all my trust and I consider you as not only my financial advisor, but am happy to think of you as a friend. I cannot speak highly enough of you and your team and have so on numerous occasions to my friends and relatives. In every encounter, Max and his team have been more than helpful and I have no reservations in recommending you to anyone looking for an intelligent, knowledgeable investment counselor in whom I have placed not only my financial affairs, but most importantly, someone in whom I have that hard to come by commodity, TRUST.
Vivienne Howard, North York, ON.

Max Averbuch and his team have been my investment advisers for close to 15 years. They have my full trust and have provided stellar service throughout our time together. Max is very attentive to my goals, needs and sentiment and provides a customized and personal service looking toward my family's present and future financial needs. I can heartily and unreservedly recommend Max and his team.
M.S.

I introduced my Mother to Max about twelve years ago to invest her small amount of money. He was very concerned about the methods of investing her money, explaining everything clearly and kept in constant contact. This encouraged my husband and myself to also invest with Max with excellent results. He relates well to people and responds well to any concerns they may have, and I would recommend him and his services to anyone.
Dr. D.M.

I chose Max to assist our family with our investing, financial and retirement planning because of a referral by a friend that he had helped and his willingness to work hard with us. Max is constantly updating the allocation of our investments and is always looking for opportunities to enhance our returns. He also looks for potential problems in our portfolio and responds to these promptly. I would recommend Max as he has always been available, willing to talk and offer assistance when needed. His research is thorough and he takes the time to explain his recommendations.
S.W.

My husband and I first met Max at a seminar on investing for retirement. We were very impressed by his sales free pitch and the carefully selected content of his presentation. We were intrigued also to hear evidence of a classical education. His responses to questions were direct, to the point and delivered in a concise, relaxed and occasionally very humorous manner. We are very satisfied with the services Max has provided over the past seven years. He has an excellent grasp of individual client’s needs. His investment predictions usually have been very accurate in their timing and selection and well supported by clear logic.
A.Edmonds and Rosalind M. Eadie, North York

I switched over to Averbuch Wealth Management/Raymond James in 2009 and have been extremely satisfied with Max’s management of my portfolio. So much so, that I also encouraged my Dad and sister to speak with him regarding theirs. Both have now moved their portfolios over. Max is very knowledgeable and keeps abreast of all happenings in the markets. He is well respected within his industry. He also has a terrific personality, a great sense of humour and has become a good friend. I value his input in the management of my financial goals.
Wendy

We have been highly satisfied clients of Max Averbuch, Wendy and Angela for many years. Along with serving their clients with professional advice, we have found them to be competent, friendly and open. Messages are always returned promptly. In addition, workshops produced with colleagues in the investment business are informative. The 'icing on the cake' is often delectable refreshments.
Peter and Andrea Journeaux Retired Artist and Teacher, North York