Brian Martin

Wealth Advisor

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My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
 
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients
  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Please feel free to contact me via email, fax or phone, all listed in the profile for a no obligation review.

 

Important notices

Recent Insights

two businessmen smiling over financial reports

Has the Fed won the war on inflation?

Feb 03, 2023 | Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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DIY executor help is here

Feb 02, 2023 | Leanne Kaufman, President and CEO, RBC Royal Trust

We know there are many executors1 today who need help but don’t know where to turn. In our experience, there are many executors who...

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