Alex Martin
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Alex is a strategist at heart. The part of his work that he enjoys the most is acting as an intellectual sounding board for our clients. Seeing the details that make up the big picture. Taking complex situations and turning them into executable plans. Having grown up in a family business in Newfoundland, hard work and accountability are values that are deeply ingrained. Alex’s designations include being an accredited Family Enterprise Advisor (FEA), a registered Trust and Estate Practitioner (TEP), an accredited Financial Planner (PFP®), and a Chartered Investment Manager (CIM®). He also holds an MBA from Memorial University in Newfoundland. Alex’s education, combined with his experience in Global Private Banking give him a unique perspective that resonates with High Net Worth families, professionals and business owners. Alex lives in Burlington with his wife, Connie, where they are active curlers and passive golfers at Burlington Golf & Country Club.
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(905) 331-7523
Certificates
PFP®
TEP
FEA

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
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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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