RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
At Martin Private Wealth, we provide wealth solutions customized to you. Our three core values serve as our north star and guide all that we do.
We leverage our team’s decades of industry experience and education to deliver exceptional financial guidance tailored to you. Our aim is to help clients achieve their financial goals swiftly and confidently.
Personalized and exacting service is the minimum standard that we expect from ourselves. We take great pride in delivering a streamlined and professional experience for clients.
Trust is built slowly over time by exceeding client expectations and by helping them to achieve their financial goals. This is the foundation upon which we build long-term and meaningful relationships with clients.
To build a financial roadmap for our clients, we work alongside our network of trusted partners at RBC, one of Canada’s top banks, to provide you with comprehensive solutions across eight key categories.
Our strategic investment selection and active portfolio management is tailored to optimize returns while managing risk, putting you on the fast track to financial success.
We use tax-efficient investing to maximize your after-tax wealth accumulation and safeguard your estate, allowing you to make impactful contributions and optimize your financial position.
Our team considers long-term care and retirement income planning to ensure you can retire with confidence and security, ready to embrace new opportunities.
We leverage our team’s knowledge with RESPs, financial grants, and educational trusts to ensure confidence in your loved one’s educational futures.
We help you access the funds you need to support your goals and future ambitions, and offer sophisticated credit solutions with cash flow management and business financing.
We offer coverage for life, disability, home, and long-term care, providing peace of mind and safeguarding what’s truly important.
We use various Will and estate strategies such as trusts, charitable giving plans, and asset protection to ensure the continuation of your multigenerational legacy.
Our team works with numerous internal and external resources to ensure a personalized financial plan that will adapt to your current needs and aid in your future aspirations.
