Martin Wealth Management
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Call us what you want: Investment Advisor. Behavioural Coach. Collaborator. Emotional Anchor. Cheerleader. Hand Holder. Educator. Safe Space. Quarterback.
Doug joined TD Bank Group in 1975 where he held progressively responsible management positions in commercial lending, marketing, equipment leasing and insurance. In 1997, he obtained his Certified Financial Planner (CFP®) designation and made the leap into the world of investment advice, which he was drawn to as a means to help others reach their goals.
Thirteen years later, Doug introduced his daughter, Gillian, to the business by allowing her to shadow his Portfolio Review meetings. Doug's work was intriguing to Gillian because, for years, he had spoken (across the dinner table) of the personal fulfillment that he derived from collaborating with and serving the group of one hundred professionals, families and small business owners that made up his book of clients.
When Gillian first joined TD Wealth as Doug's Client Service Associate, Martin Wealth Management was born. She took the next six years to learn not only about the investment advisory industry, but about each of Doug's clients – their pasts, present circumstances, family lives, and retirement dreams – to be able to offer fulsome advice tailored to their individual needs.
Today, Gillian is honoured to be the 'young gun' that energetically engages in client meetings and account management, while Doug will continue to impart the wisdom and experience gained over the more than four decades he has spent in the financial services industry and maintain oversight of all client relationships for years to come.
Martin Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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What to Expect from our Team
What We Do
As a part of our ongoing relationship, we may engage TD specialists as appropriate to help you to answer questions like:
- How much should I be setting aside now for my eventual retirement?
- Should I allocate monthly savings toward a RSP or a TFSA?
- How can I ensure my investments align with my values?
- Am I paying too much for insurance that I don't need?
- Can I better take advantage of my employer's benefits and savings programs?
- How can I reduce my annual tax bill?
- Should I add myself as a joint account holder to my aging mother's investment account?
- Is it time to update my Will?
- How can I best set up my children for financial success?
- Should I make a lump-sum repayment of my mortgage?
- How can I pass down my cottage so that it stays in the family?
Experience a year in the life of a Martin Wealth Management client
Investment Approach and Commitment to Service
You can expect to have regular meetings during which we discuss much more than simply your account performance. We want to know where – and with whom – you see yourself in five years, ten years, and twenty years. We want to know what you want your money to do for you and what you envision retiring to when that time comes. Your life and your finances are invariably intertwined; to ask you to open up more than just the books requires the basis of trust. We strive to be worthy of clients' trust by investing our clients’ capital as carefully as we do our own. We commit to telling the plain, unvarnished truth all the time, sometimes when you may not want to hear it. Finally, we will not tell you that we can do something we cannot, nor will we tell you we are going to do something, and then not do it.
Learn more about our Fee Schedule
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.
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