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We are a service-oriented team and feel privileged to work alongside our exceptional clients. Every member of our team is dedicated to providing a personalized and comprehensive approach to your family’s finances.
Senior Portfolio Manager & Wealth Advisor
Michael, a trusted advisor and founder of Martin Private Wealth, established the team over 15 years ago with a commitment to client-centric support and solutions. As a Senior Portfolio Manager and Wealth Advisor, Michael’s approach to wealth management transcends numbers; it’s about building enduring and trusted relationships built upon advice and service.
His career in finance began in Calgary with RBC Capital Markets, working in the mergers and acquisitions department. Michael has an action-oriented mindset and top-tier educational credentials, including an MBA from the Rotman School of Business, and is a Chartered Financial Analyst (CFA).
Michael lives in Calgary with his wife, Christie, and their three daughters. He is also deeply rooted in the local community, serving as Chairman of the Heritage Park Foundation and President of the Elbow Park Parent Society. Outside of work and volunteering, Michael enjoys skiing with his family in the winter, and boating and hiking in the summer.
Associate Wealth Advisor
Kara has been a driving force at RBC Dominion Securities and Martin Private Wealth since 2014, bringing a blend of expertise, energy, and community focus. As an Associate Wealth Advisor, her proactive approach ensures clients receive exceptional service and personalized solutions. Leveraging her extensive knowledge of policies, Kara consistently delivers impactful results.
A former NCAA Division 1 soccer player, Kara graduated with honours in Finance from Oakland University in Michigan and holds the Personal Financial Planner (PFP) designation, underscoring her commitment to excellence. Her dynamic personality fosters strong, trust-based relationships with clients and colleagues alike. Kara's dedication, leadership, and comprehensive skills make her a pivotal asset to our team, always striving to drive success and create lasting value for our clients through meticulous planning and innovative strategies.
Beyond her professional achievements, Kara is deeply involved in her community alongside her husband Neil, their two young sons, and their dog, fully embracing Calgary's vibrant offerings.
Associate Advisor
Since 2021, Gillian has been a driving force for the Martin Private Wealth team. As team operations manager, she leads client experience and service plan execution while efficiently managing complex challenges. Her proactive approach in identifying and implementing efficiencies has significantly improved our operations.
Gillian’s career in financial services began in 2003. Her passion for building impactful client relationships and guiding them to achieve their life goals has been a constant. She holds a Bachelor of Business Administration with a double major in Finance and Political Economy from Bishop’s University, showcasing her keen understanding of the interplay between global events, public policy, and financial markets. Gillian excels in tackling challenges head-on and spearheading initiatives that elevate client satisfaction. Her accountability in managing projects and delivering exceptional results sets her apart.
Outside of work, she cherishes time with her family, reflecting her commitment to a balanced life. Gillian’s dedication and expertise make her an invaluable asset to our team.
Greydon has been a valued member of Martin Private Wealth since 2022. He holds a Bachelor of Commerce in Finance from the University of Calgary’s Haskayne School of Business and has completed the Wealth Management Essentials (WME) Course and the Canadian Securities Course (CSC) from the Canadian Securities Institute. Greydon’s background as a research analyst at a law firm sparked his passion for helping clients find clarity in the complex financial world.
As an Associate Advisor, Greydon ensures clients make well-informed decisions through detailed analysis and evidence-based recommendations. He values continuous learning and stays updated with financial trends to provide innovative solutions. Greydon’s focus is on advanced trade execution with a high attention to detail and he excels in creating structured, predictable systems through meticulous planning. He empowers clients to enjoy flexibility and fun in their lives, knowing their financial futures are secure. He fosters client relationships built on transparency and trust.
Outside of work, Greydon embraces adventure, kayaking, skiing, and exploring Calgary’s food scene with his girlfriend, Meg, and their dog, Cooper. Clients working with Greydon benefit from his holistic approach and passion for achieving their financial goals.
Associate
Kurtis joined Martin Private Wealth in December 2022, bringing a structured approach to his work. A native Calgarian with deep roots in the hockey community, he completed his BBA in Financial Services at the Southern Alberta Institute of Technology (SAIT) while playing hockey. He has also completed the Canadian Securities Course (CSC) from the Canadian Securities Institute.
Passionate about the financial industry, Kurtis is dedicated to providing the best client experience, valuing relationships, and collaborating in a team environment. Kurtis enjoys hearing clients’ stories and tailoring solutions to their unique needs. His love for understanding the big picture helps him grasp finer details, ensuring comprehensive financial planning. Kurtis’s professionalism, competitiveness, and light-hearted approach make him a trusted partner for financial guidance. He combines structured methodology with innovative insights, following a detailed blueprint to deliver optimal results.
Outside of work, he seeks excitement through hiking, fishing, and spending time in the mountains.
Laura, a seasoned financial services professional, joined Martin Private Wealth at the beginning of 2024. Her career, spanning from 1996, showcases extensive expertise across the industry, including back-office support and excelling as a Senior Associate at another leading financial institution.
Renowned for her proactive approach and relentless commitment to excellence, Laura navigates the financial landscape with unparalleled skill. As an Associate Advisor at Martin Private Wealth, she expertly manages trades, dives deep into investment strategies, and connects clients with top-tier wealth management specialists. Laura’s focus on delivering high-impact, personalized service ensures clients receive strategic guidance tailored to their unique needs.
Laura’s Calgary roots and life in Australia give her a diverse cultural perspective. Balancing her career with parenting two teenagers, she finds joy in intellectually stimulating hobbies like reading, gardening, pottery, and playing the cello. Laura’s vast knowledge, strategic mindset, and dedication to client success make her an invaluable asset to the team, consistently driving performance and client satisfaction.
Administrative Assistant
Sylvia joined Martin Private Wealth in 2024 as an Administrative Assistant, leveraging her background in financial services to provide our clients with exceptional service and support. Her role includes performing essential administrative duties such as resolving client requests, ensuring account compliance, and assisting with meeting preparation. Sylvia enjoys the impact she is able to make in our clients’ lives through her work and is passionate about helping others achieve their goals.
Prior to joining our team, Sylvia spent two years working in the financial services industry, where she strengthened her attention to detail and problem-solving skills. She holds a postgraduate diploma in Business Management from FAE Business School in Brazil and has a certificate in Cybersecurity from ICS2.
Sylvia was born in Brazil and now lives in Calgary with her husband, Murilo, and their two cats. Outside of work, she enjoys reading, photography, and solving Sudoku puzzles. Sylvia is passionate about raising awareness about Angelman Syndrome, a genetic disorder that affects her niece, Gabriela.
