BCU WM Wealth Manager/Raymond James Wealth Manager
Max Trojan is a founding partner of BCU Wealth Management, responsible for its market outlook and asset allocation policy. He spearheaded the launch of BCU Wealth Management in 2002 and oversees the daily management of over $125MM in securities. Max specializes in managing investment portfolios at the retail level, providing clients with comprehensive, goals-based wealth planning.
Max has over 27 years of experience in the Canadian financial services sector. Prior to joining BCU Wealth Management, Max was a Financial Advisor and Senior Personal Banking Officer with the Scotia Group of Companies.
Max holds a Bachelor of Arts degree from the University of Toronto. He earned a Chartered Investment Manager designation from the Canadian Securities Institute and the Personal Financial Planning designation from the Institute of Canadian Bankers.