Odlum Brown Financial Services Limited

Our team of financial planners provides clients with unbiased and up-to-date information to assist them when making decisions about their financial affairs, beyond the day-to-day management of their investment assets.

Our Services

To learn more about these services*, please contact your Odlum Brown Investment Advisor or Portfolio Manager.

Meet Our Team

Max Caron

CFP^®

Financial Planner

Max Caron grew up in Kingston, Ontario, before moving with his family to Kelowna in 2007. After graduating from Concordia University and retiring from the Canadian Football League in 2017, Max joined Odlum Brown Financial Services Limited in 2022 from a financial planning position at one of Canada’s largest banks.

Max uses his knowledge and experience to help clients bring their financial goals to life. He guides clients on how to align their finances to their priorities, values and purpose. Max’s in-depth planning process centers around building a clear and comprehensive framework that leads to well-informed financial decisions. He then develops and reviews strategies that cater to each client’s financial, estate or holistic planning goals.

Outside of work, Max enjoys spending time outside while staying active with his wife, Lindsay (who is part of Odlum Brown’s Kelowna team), and their two young sons.

BACK TO THE FINANCIAL SERVICES TEAM

*Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.

Advisors