Welcome


Are you seeking a different type of experience from your Financial Advisor? An experience that reflects a more comprehensive and transparent approach towards the management of your finances?

Supported by RBC Dominion Securities, Michael has built long-term client relationships by emphasizing three core business principles:

  • PERFORMANCE - Strict investment discipline and integrated portfolio management

  • TRANSPARENCY - Michael conducts himself with the highest level of professionalism

  • COMMUNICATION - Consistent contact and regularly scheduled portfolio reviews

Our integrated wealth management solutions encompass investing and money management, financial planning, tax minimization, Will and estate planning and risk management.

More clients are realizing the value of the services that we offer and we welcome the opportunity to demonstrate this value to you. Please feel free to contact us today.

 



Michael Martin, CFA, MBA
Investment Advisor

Important notices