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Ann E. Martin

Vice PresidentPortfolio ManagerInvestment Advisor

  • CFA®
  • HBA

"Working together to help you achieve what truly matters to you"

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I believe that each client has a unique combination of financial needs. With this in mind, I personalize my financial solutions to provide you with the relevant, customized financial advice you deserve. I want to help you achieve your financial goals and dreams, whatever they may be. I will work with you to discover, define and prioritize your values and expectations, and stay in tune with your needs to help ensure that you are on track to achieve the future that you envision for yourself.

My business is built upon 4 pillars of service:

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Clients I manage include:
  • high net-worth families
  • medium to large business owners
  • holding companies
  • professional corporations
 

I will work with you to develop a responsive plan to address your life events. With my over 30 years of experience combined with the expertise of TD specialists, I can provide you with a wide range of services including:

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In unpredictable markets, my team and I are available to provide perspective and guidance, market updates, and investment research to help answer your questions. We will work with you to create a path forward towards your goals. I will provide you with a complete wealth management approach tailored to your specific objectives, including wealth preservation and growth, succession planning strategies, and tax effective investments.



                  If this resonates with you, please feel free to contact me for an appointment.

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ADDITIONAL CONTACT

Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

LANGUAGES

English

EDUCATION

Richard Ivey School of Business at the University of Western Ontario

COMMUNITY INVOLVEMENT

Port Credit Yacht Club, Football Mom, Ontario Racquet Club (ORC)

Going beyond the financial picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

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