Brian Martin, CFP, CIM

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

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 | Robert Sluymer, CFA, Technical Strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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Unraveling the uncertainties facing stock markets

Unraveling the uncertainties facing stock markets

Mar 21, 2025 | Kelly Bogdanova

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds about the U.S. equity

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