Max Celej, CIM
Investment Advisor
An unwavering commitment to your success
I can help you navigate life's surprises and uncover exclusive opportunities, ultimately helping you reach your goals and unlock your hidden potential.
The size and scale of RBC Wealth Management positions us as Canada's most distinguished firm, while also placing us among the top 10 wealth firms globally (Aite-Novarica Group’s 2021 Top 25 Global Wealth Management Firms Market Monitor).
Leveraging our vast resources with objectivity allows us to uphold our fiduciary responsibility to our global clientele.
Discover how having a passionate, thoughtful, and hard-working professional – supported by a team of specialists – can deliver value beyond enhanced investment returns.
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.
Discover
Understanding your past gives context to who you are today. Together, we can identify opportunities and map out your life goals for tomorrow.
Financial Planning
Based on your needs and goals, we prepare an analysis of your complete financial situation. Together, we consider planning strategies that provide you with guidance.
Partnership Opportunities
Where possible, we give you access to an extensive network of professionals within RBC and the business community who can help you in a complementary fashion.
Open architecture
As your outsourced chief investment officer (OCIO), our open architecture allows us to objectively select investments across different asset classes, securities, and product types, including alternative investments if applicable to you.
Investment Strategy
We construct a customized portfolio based on your investment objectives, risk profile, time horizon, security selection criteria, and more. Our disciplined and thoughtful institutional-style approach to investing factors in extensive due diligence, open communication, ongoing monitoring, and reviews, which allow us to ensure you’re on track.
Tax Planning
In consultation with tax advisors, we can help you identify tax-minimizing strategies for you, your family, and your business in conjunction with your investment strategy.
Insurance Planning
Often overlooked, insurance is an important aspect of holistic wealth and risk management. For many, this can be viewed as another asset class.
Business Owner Planning
You make critical decisions every day that affect the financial health of your business. We have endless resources to help enhance your company’s credit and lending, employee retention, and transition plans. Curious to see more about business owner planning? Here is a guide to get you started.
Education
We can assist you with tax-advantaged strategies to fund a family member’s education.
Charitable Giving and Philanthropy
There are many ways that we can help you incorporate charitable giving into your financial plan and positively impact your community and the world around you.
Estate Planning
Create an enduring family legacy by protecting your estate and simplifying estate settlement.
Lifestyle Management
Everyone is often asked, “What do you do?” but we rarely ask, “Why do we do what we do?” I aspire to empower people to become better versions of themselves. That means spending more time on their families, careers, businesses, and legacies.
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.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you 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.