Obed Maurice

Sharpshooter
DISC Type : CD

Founder at Maxim One

Lethbridge, Alberta, Canada

Overview

Obed Maurice is a CPA, CA, and CFP® who founded Maxim One and the FinTech startup CliQue Advisor. As a partner at Avail LLP, he spearheads the firms digital transformation, championing advisory services over traditional accounting. Colleagues praise him as a leading example in finance technology automation.

Obed values grit and long-term thinking, a philosophy he applies to his own life and career. Outside of his professional endeavors, he lives on a lake and cherishes spending time on his boat with his wife and daughter, viewing it as a valuable investment in his familys lifestyle.

He received the CPA Alberta Distinguished Service Award for his significant achievements and contributions that have brought honor to the accounting profession.

Personality Overview

Precise But Practical

Fast But Analytical

Rigorous & Demanding

They respond well to strong and respectful communication.  They like to move fast and expect the same from others. They take a lot of pride in personal achievements.

Topics They Care About

Advisory over Accounting
His entire professional focus is on shifting from historical accounting to forward-looking advisory, helping business owners understand and act on financial insights to achieve their goals.
Finance Technology
As the founder of the FinTech startup CliQue Advisor and the "virtual partner" at his firm, he is deeply involved in leveraging technology to automate and improve financial services.
Entrepreneurial Grit
He often shares personal stories about his own journey, emphasizing that success comes from consistent effort, small steps, and long-term thinking rather than just brilliance.

Media Appearances

Obed has no verified media appearances

Work History

1-2021
Founder at Maxim One
1-2011
Partner at Maxim Management Chartered Accountant
3-2018 - 3-2023
Partner at Avail LLP Chartered Professional Accountants
3-2018 - 3-2023
Partner at Avail LLP Chartered Professional Accountants
1-2018 - 3-2023
Founder at CliQue Advisor

Education

2-2020 - 2-2020
Executive Program from CPA Alberta
2007 - 2008
Chartered Accountant from CA School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Lethbridge, Alberta, Canada Job Level : Leadership Designation : Founder at Maxim One
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Insights For Selling To Obed

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Obed is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Obed

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Obed move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Obed take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Obed

Personality Compatibility


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