Chris Martin
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Chris has been a trusted Investment Advisor with TD Wealth for more than 28 years. He was one of the three founding Investment Advisors who came together in 1994 to launch TD Evergreen, the entrance into the full service brokerage market by TD. Following several successful years, Chris was promoted to Vice President and Managing Director in charge of overseeing the Eastern Ontario region for TD Evergreen. After growing the business considerably, Chris redirected his efforts to focus exclusively on advising private clients.
Chris is the first point of contact for potential clients in determining their individual wealth management needs and coordinates solutions and strategies with other team members and/or business colleagues. The extensive network of professionals with which he has surrounded himself helps to ensure that the appropriate solutions are delivered to his clients, and are updated as their needs evolve.
We believe that Chris has a proven reputation for providing highly personalized investment counsel and wealth planning to high-net-worth individuals, families and businesses. Having experienced several market cycles, Chris has developed an effective investment perspective that aims to provide clients with a steady hand through market volatility. Together with his long-time colleagues, Dan Soublière and Alex Anderson, Chris launched the Ottawa Wealth Advisory Group at TD Wealth Private Investment Advice to help offer high caliber investment advice, extensive experience and first-hand knowledge of the major market cycles.
Born and raised in the Niagara region, Chris came to Ottawa in 1988 to attend university and decided to remain and raise his family. Chris and his wife enjoy being physically active and involved in the activities of their three children, which includes hockey, football and soccer.
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Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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