Meet the team
Blueprint is the front door. When you engage through us, your planning, tax and legal work is delivered by the credentialed professionals at Maxim Advisory Group below.
Founder
As the founder of Blueprint, Christopher built the platform to connect Canadians with credentialed planners and licensed portfolio managers. He holds the CFP® and CFA designations and is a personal finance columnist at CTV News, where he shares trusted insights with thousands of Canadians.
Planning
Your plan, your strategy and your first point of contact for advice.
MBA, CFP®, CIM, CLU · Partner, Integrated Planner
A financial planner helping individuals and business owners simplify their finances and make confident decisions. From retirement and tax planning to scaling or selling a business, he turns complex strategies into clear, actionable steps. Contributor to The Globe and Mail.
M.Ed, CFP® · Partner
Galen specializes in insurance and estate planning, and in making complex strategies easy to understand. With a background in education, he believes good advice starts with clear explanations. Nearly 90% of his clients are medical professionals, and he hosts A Clean Bill of Wealth, a podcast for physicians.
Financial Planner Associate
Over 10 years of experience in financial services, licensed in both securities and insurance, and currently pursuing her CFP® designation. Since 2015 she has built tailored plans that fit each client's lifestyle and goals. Clients value her calm, thoughtful approach through life's biggest transitions.
Tax
Departure returns, non-resident filings, corporate year-ends and everything the CRA asks for.
CPA, CA, CFP® · Exit planning lead
A tax expert who helps Canadians reduce taxes, plan their exit from Canada and build wealth across borders. Dual-designated as a CPA in both Canada and the U.S., with over 15 years advising business owners and high-net-worth clients.
CPA · Partner, Tax Compliance
Anass makes sure the planning shows up correctly where it matters most: the tax return. He leads personal, corporate and trust tax preparation, along with non-resident and departure filings, turning strategy into accurate, timely filings with the CRA.
Legal
Corporate structuring, estate planning and tax disputes, built into the plan from day one.
JD · Partner and Head of Maxim Law
An experienced tax lawyer who leads Maxim Law, specializing in corporate and personal tax planning, reorganizations, estate and succession planning, and tax disputes. He works alongside the planners, accountants and investment team rather than being brought in after decisions are made.
Lead Legal Assistant, Maxim Law
Amy keeps Maxim Law running smoothly. With over 12 years in professional consulting services, she is the first point of contact for most Maxim Law clients, managing engagements, scheduling and corporate records so every legal document is drafted, signed, filed and securely stored.
Your first call
The people who make sure every new relationship starts well.
Head of Inside Sales and Business Development
Barb is often the first person clients and partners meet. She takes time to understand each person's needs, connects them with the right specialists, and follows through from the first conversation to a formal engagement.
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How to trust us
The planners we connect you with hold CFP and CPA designations, and our investment partners are licensed portfolio managers, all bound by strict ethical codes. You can verify them in the CFA Member Directory, the FP Canada Planner Directory and CPA Canada. We never ask for access to your accounts, we're fee-only with no commissions, and we're happy to connect you with past clients.
Let's start building your financial future with our Blueprints.
