Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Maxime Lagacé-Carter entered the financial sector determined to deliver exceptional service and experience to his clients. An avid reader, he had been passionate about personal finance from a very young age, and the idea of helping people through their wealth-growing journey was fascinating to him.
He obtained a bachelor’s degree in finance from the Université de Sherbrooke and later achieved his Financial Planner credential. After several years working in banks, and true to his entrepreneurial spirit, he decided to start his own practice to – in his words – “turn my clients into my teammates”.
Lagacé-Carter is passionate about raising standards and continuous improvement, and he enjoys the challenges of working with demanding peers and succeeding as a group. All this led him to join TWM Group in 2022 as an associate portfolio manager.
662 Av Victoria, Suite 2000, St-Lambert, Quebec, J4P 3S8, Canada
514 227 2700
maxime.lagace-carter@twmgroup.ca
linkedin.com/in/maxime-lagace-carter
twmgroup.ca
Maxime Lagacé-Carter
Associate Portfolio Manager
TWM Group
iA Private Wealth
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Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2013
2015
2020
2022
2023
Obtained a bachelor’s degree in finance from the Université de Sherbrooke
2013
Worked as a financial services director and financial planner
2015
Joined iA Private Wealth
Started what would become one of iAPW’s most successful practices in the South Shore of Montreal
2020
Joined TWM Group as an associate portfolio manager (CIM) ®
2022
Opened a high-end boutique office in St-Lambert on the South Shore of Montreal
2023
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
employs 10 people – five advisors and five staff
services approximately 800 households with $240 million assets under management (AUM)
maintains 140 employee benefits clients
has over $1 billion face amount in life insurance protecting Canadians
“We have doubled in size three times in the last 12 years through organic growth only,” says Ryan. “I have no idea how far our small family business will grow, but my goal is two applications per week for our most recent junior advisor, to help him get started like my father helped me.”
Ryan says their “BHAG” (Big, Hairy, Audacious Goal) is to grow to $1 billion AUM and 300 group clients within the next 10 years.
Understandably, a lot of Ryan’s time is taken up with training and mentoring new staff to support the company’s rapid growth. Now, he spends almost as much time with employees as he does with clients.
The operation remains a family affair – treating family and coworkers like, well, family. And one of his greatest achievements, he says, was recruiting his brother, Frank J. Ryan, to work with him back in 2016. Frank has been a tremendous asset and the key driver behind Ryco Financial’s employee benefits success.
Ryan says his strongest quality professionally remains “dependability, hands down. Both my clients and staff can depend on me to get things done.” In addition, he has a strong work ethic and is dedicated to providing the best unbiased financial advice.
And he remains committed to building the business one application at a time. “My personal goal is to be better than I was yesterday – every day,” he says. “This includes continuously striving for more designations and continuing education. I strive for personal growth every single day.”
In addition to his 40 Under 40 award, Ryan achieved Million Dollar Round Table (MDRT) Top of the Table each of the last three years consecutively.