Welcome!

“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 | 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.

 

Recent Posts

The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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Does your family have a succession plan? Tips for maintaining harmony

May 01, 2024

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

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You have a business plan. What’s your retirement plan?

May 01, 2024

Planning options to consider in building a retirement nest egg as a business owner.

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