Brian Martin, CFP, CIM

Wealth Advisor

|
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

U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

Jan 10, 2025 | Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

Read more
Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

Jan 08, 2025 | Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

Read more