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Maximum Advisory
Moez Kassam runs Maximum Advisory, a concentrated, conviction-driven investment firm deploying capital across public equities and private credit.
Maximum Advisory
Maximum Advisory is the investment management firm founded by Moez Kassam, a Canadian investor known for long-duration public commentary and an overtly philosophical approach to capital allocation. The firm's precise founding date and regulatory filings are not consolidated into a single widely-cited public repository, but its operations are anchored in Toronto, where Kassam has been an active participant in the local technology and venture ecosystem. The firm deploys capital across a deliberately flexible mandate. Publicly disclosed exposures through regulatory filings and Kassam’s own investor letters historically show a mix of long-only public equities, private credit arrangements, and direct private placements. Rather than silo capital by asset class, Maximum Advisory structures its book around a handful of high-conviction themes, primarily in North American financial services and technology. The strategy relies on deep fundamental analysis, often holding large relative positions in companies like Green Thumb Industries and specific Canadian SPAC vehicles during peak market cycles. The firm operates with a lean structure, where Kassam serves as the primary investment decision-maker. While total assets under management are not publicly disclosed, the investment posture suggests a concentrated pool of internal and select external partner capital. Kassam serves on the board of Anson Funds, a separate alternative investment manager, and has publicly participated in activist-style engagements — most notably his documented campaign around the future of Toronto’s Ontario Place redevelopment, signaling a willingness to deploy both financial and reputational capital beyond a traditional fund structure. Structurally, Maximum Advisory operates less like a diversified asset gatherer and more like a permanent capital vehicle for its founder. Its public identity is inseparable from Kassam’s personal brand; the firm does not market discrete funds to institutional allocators through standard database channels. The succession and governance model are closely held, with the firm functioning as the investment engine behind a principal who also maintains a distinct media and philanthropic footprint. This blur between operator, allocator, and public commentator makes the firm's architecture distinct within the Canadian asset management landscape.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Moez Kassam
Founder & Chief Investment Officer
Frequently asked questions
Who runs investment decisions at Maximum Advisory?
Moez Kassam is the Founder and Chief Investment Officer, acting as the primary decision-maker for all capital allocation. The firm is synonymous with his personal investment philosophy, which is frequently articulated in public shareholder letters and media appearances. There is no publicly known investment committee separate from Kassam's direct oversight.
How is Maximum Advisory structured relative to Anson Funds?
Moez Kassam serves on the board of Anson Funds, a separate alternative investment manager, but Maximum Advisory operates as a distinct entity managing his own investment vehicle. The two firms maintain separate operational identities, though their strategies can overlap in Canadian special situations and venture-stage investments. Anson Funds manages external institutional capital, while Maximum Advisory functions as Kassam's private investment office.
What is Maximum Advisory’s investment mandate?
The firm does not operate under a rigid mandate, moving capital between public equities, private credit, and special situations. Public filings and investor letters have historically shown concentrated positions in financial services, cannabis, and early-stage Canadian technology. The approach is benchmark-agnostic, prioritizing absolute returns through a concentrated portfolio.
Does Maximum Advisory accept outside capital from institutional investors?
Maximum Advisory does not actively market discrete fund products to institutional allocators through standard database channels. The capital base is understood to be internal and from select external partners, structured more as a pooled vehicle for the founder's network than a traditional open-ended hedge fund.
What is Moez Kassam’s known posture on activist investing?
Kassam has deployed activist-style engagement in both corporate and civic contexts. His most public campaign involved a high-profile legal challenge and public advocacy effort regarding the redevelopment plan for Toronto’s Ontario Place, where he argued the government process violated procurement law. In public equities, he has historically taken concentrated, vocal positions intended to influence capital allocation and governance, as detailed in his shareholder letters.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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