“Our mission is to serve as your trusted advisor. We work with each client to develop a personalized plan that enhances their financial and social capital, and that optimizes and preserves their legacy.”
Michael Martin, MBA, CFA, CFP | Senior Portfolio Manager & Investment & Wealth Advisor
Who we help
The Martin Group is a tenured team of wealth professionals with the training and experience necessary to assist our clients in a variety of complex planning and investment scenarios. We believe that no two individuals, families or businesses are alike, and we pride ourselves in taking a personalized and consultative approach with our clients.
How we help
Our strength lies in helping our clients navigate the complexities of wealth by providing a broad, team-oriented approach to service and problem-solving by partnering, when appropriate, with RBC Private Banking, legal and taxation professionals and other financial experts across RBC and outside the firm. “When it comes to developing the best wealth solutions for our clients, multiple brain stems are always better than one!”
To find out more about our personalized strategies, please click here.