Headquarters:
Vancouver, BC
Year founded:
1987
Number of employees:
51–200
Phone:
1 866 387 8764
Email:
marketing@maximizer.com
Website:
maximizer.com
LinkedIn:
linkedin.com/company/maximizercrm/about
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
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MAXIMIZER SERVICES
Mike Curliss
President
Nic Hutzul
Vice President, Sales
Alexandre Ackermans
Vice President, Engineering and Product
Leadership
Mike Curliss is president of Maximizer, an AI-enabled CRM platform used by financial advisory teams and businesses to manage client relationships more effectively. With more than 20 years of leadership experience spanning organizations including Sony, Ericsson, Two Hat Security, and Vadim Software,
Curliss has built his career at the intersection of technology and business growth. Today, he focuses on helping wealth management firms equip advisors with practical tools that reduce administrative friction, improve visibility across client relationships, and support compliance-ready record-keeping. His work centers on enabling advisors and firms to spend less time navigating systems and more time delivering meaningful client advice.
President
Mike Curliss
Nic Hutzul is vice president of sales at Maximizer, where she leads global sales strategy and works closely with financial services firms and other client-facing organizations to help them strengthen client relationships and grow their businesses.
With more than 20 years of international sales leadership experience, Hutzul has built and led high-performing teams focused on practical technology adoption and measurable business outcomes. At Maximizer, she partners across sales, marketing, product, and customer success to ensure clients receive consistent support and long-term value from their CRM investment.
Vice President, Sales
Nic Hutzul
Alex Ackermans, VP of engineering and product at Maximizer, is a seasoned leader in building software and mobile apps for organizations like the Vancouver Olympic Games, CIBC, BC Liquor Stores, and AI products to optimize activity, sales tracking, and tax credits for small- and medium-sized businesses.
Ackermans is a former entrepreneur in residence at the Allen Institute for AI in Seattle and 2024 key speaker at Product Camp on the Future of AI. Alex is passionate about fostering culturally diverse and high-performance teams, a commitment that earned his team a Top 15 BC Employer for Diversity and Inclusion accolade in 2017.
Vice President, Engineering and Product
Alexandre Ackermans
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Winnie Chin
Senior Director, Customer Success
Winnie Chin leads customer success at Maximizer, overseeing a global team dedicated to driving renewals, reducing churn, and maximizing customer lifetime value across the wealth management sector. With deep expertise in SaaS and financial services, she has built data-driven retention and expansion strategies that help Canadian advisors get measurable results from their CRM.
Chin is passionate about turning customer relationships into long-term partnerships, ensuring every Maximizer user is set up to succeed, grow, and thrive in an increasingly competitive and technology-driven industry.
Senior Director, Customer Success
Winnie Chin
Mark Christie
Vice President, Services
Mark Christie is a sales performance consultant who helps organizations improve sales execution, leadership effectiveness, and CRM adoption. He works with executive teams and sales leaders to translate sales strategy into consistent execution by building the management systems, operating rhythms, and accountability structures that drive predictable revenue growth.
Christie specializes in sales leadership development, performance management, and strengthening frontline management effectiveness. A certified change management professional, he helps organizations implement new ways of working and ensure those changes are successfully adopted and sustained. His work focuses on the practical disciplines that enable sales organizations to scale performance and build durable, high-performing sales cultures.
Vice President, Services
Mark Christie
Trusted by more than 120,000 professionals worldwide, including leading Canadian wealth management firms, Maximizer Services has been delivering CRM solutions for over 30 years. Built in Canada and designed for regulated industries, Maximizer provides secure, advisor-centric technology that helps financial professionals strengthen client relationships, manage risk, and scale with confidence.
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Nicole Chan
Chief Financial Officer
Gabe Karkanis
Senior Director, Product
Meena Sandhu
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Nicole Chan is a senior finance executive with over 20 years of experience leading financial strategy, operations, and governance across global organizations. She has successfully led multiple company exits and supported several rounds of fundraising and capital market transactions.
Chan specializes in financial modeling, strategic planning, and complex cross-border operations, with deep expertise in US GAAP, IFRS, and regulatory compliance. Known for her sharp business insight, she partners closely with executive teams to translate financial data into strategic decisions while building high-performing finance organizations.
Chief Financial Officer
Nicole Chan
Gabe Karkanis is a product and technology leader with nearly 20 years of experience spanning financial services and software innovation. He began his career as an investment advisor, building and managing a 150-household portfolio across REITs, MICs, limited partnerships, and income strategies before returning to his roots in computer science and business strategy.
After founding and scaling a financial services technology startup to a successful exit, Karkanis transitioned into product leadership. Today, he leads product strategy at Maximizer, shaping the roadmap and driving innovation to build an all-in-one CRM platform that empowers financial and insurance advisors to deepen client relationships and deliver next-generation advisory experiences.
Senior Director, Product
Gabe Karkanis
Meena Sandhu is an entrepreneurial and results-driven revenue leader with over 20 years of experience driving growth in financial services, tech startups and SaaS organizations. Currently, she is VP of marketing at Maximizer CRM.
Known for her strategic vision and executional excellence, Sandhu has a proven track record of scaling revenue from early-stage growth to multimillion-dollar milestones, including successful exits. She is AI forward and remains at the forefront of digital transformation. Her unique ability to lead across sales, marketing, customer success, and product teams has positioned her as a leader who fosters cross-functional collaboration.
Vice President, Marketing
Meena Sandhu
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
building the AI core based on a network of specialized models suitable for the finance industry as opposed to a large language model (LLM), allowing for an optimized inference performance, making the solution much more cost and resource effective compared to traditional LLM-based solutions
establishment of strong partnerships with data providers to ensure quality and trusted data was available to be analyzed by the AI
recognition of the importance of data curation, including the need for a sophisticated integration framework to provide full flexibility in financial data connectivity
“We target wealth managers and Registered Investment Advisors (RIAs) that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals who are looking for alternative investment vehicles, such as private equity investment,” says Collins.
Charli Capital’s leadership team has worked together in prior successful AI startups and understand what it takes to build a high-tech business. Collins also has experience of prior successful exits allowing for clear guidance on product strategy and go-to-market, as well as anticipation and navigation of challenges as the business scales.
An outstanding element of Charli Capital’s tech is that it enables customers to access insights otherwise inaccessible to most investors for both private and public companies.
“There has also been a determined approach to leverage automation as much as possible to significantly reduce overhead and eliminate ‘burnout’ for our customers and their employees,” explains Collins. “This has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management.”
Naturally for a dynamic firm, Charli Capital is focused on the future. There are plans to launch a next generation AI platform that can facilitate the intelligent matchmaking of private investors and promising private companies.
Collins adds, “The team moves fast – extraordinarily fast – and is disciplined to ensure that it doesn’t drop the ball, is prepared for future advancements, and embraces an eyes-wide-open fail-fast mentality for learning.”