Max Lehmann CFP®, RRC, BA
Max joined IG Wealth Management in 2014, and joined the Todd team in 2023. With over 10 years of experience in the industry, Max helps clients with their business succession planning and estate and legacy strategies, and he offers complex risk management advice. Max is a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant®.
Max graduated from Wilfrid Laurier University in 2011 with a Major in Mathematics.
Max sits as a Board member for the Charitable organization E3 Community Services that focuses on supporting people of all ages with developmental disabilities in the South Georgian Bay area.
Max grew up and lives in Collingwood with his Spouse Brianna, and enjoy swimming, skiing, soccer, and hiking.