Max Bernosky, MA, MBA, CIM
Investment Advisor
The principles of our practice are rooted in integrity, trustworthiness, and transparency
We help select business owners, professionals, and families who require specialized advice. Our goal is to thoroughly understand your finances, aspirations, and what you want out of life. Then, we leverage these insights with our investment management expertise and the best-in-class resources of RBC to create a comprehensive plan to grow and preserve your wealth.
Professionals at your service
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
Knowing that each client situation is unique, we're here to make your life easier by providing advice on investment management and estate, tax, insurance, and business owner planning. Properly aligned, these five areas are the fundamental building blocks of a sound wealth management strategy.
How we do it
Our full-service offering combines skilled investment management and comprehensive wealth planning through strategic partnering with top specialists across RBC. We aim to provide you with a personalized investment portfolio, a tax-efficient investment strategy, customized financial planning, and legacy planning.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.