Brian Martin, CFP, CIM, BA (Econ)

Wealth Advisor & Financial Planner

|
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

More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Read more

Quarter-century crossroads

Dec 02, 2025 | Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Read more