Empowering You to Make
Smarter Financial Decisions
We leverage technology and financial expertise to cut through the noise and bring clarity to your wealth.
Navigating Complex Decisions
Obed Maurice, CPA, CA
With deep experience as a partner at a CPA firm and COO of a prominent family office, Obed has spent his career helping clients navigate the most complex financial landscapes. He saw a gap in how advice was delivered—often reactive and disconnected.
"We built Maxim One to be the proactive partner I always wished existed. by combining financial expertise with intuitive technology, we turn data into actionable strategy. It's about giving you the total picture so you can lead your financial life with precision."
Financial Clarity for Professionals
Simon Wong, CFP
Simon founded Maxim One with a single mission: to provide busy professionals with the straightforward, modern advice they deserve. As a Certified Financial Planner and author of Affluence, he understands that true wealth isn't just about money—it's about freedom.
"The financial industry is often filled with jargon and complexity designed to confuse. My goal is to strip that away. We use technology to simplify the landscape, giving you the confidence to make bold decisions without the headache."