As a TD Wealth Investment Advisor, I want to exceed my clients' expectations through a strategy that combines my skills, knowledge and experience. As a holder of the Certified Financial Planner designation, I believe I can add value because of the disciplined and consultative approach I take to advising my clients and planning for their future. I follow a financial planning framework that touches on all areas of my clients' financial make-up; not solely investments. I seek long-term relationships based on trust, not associations that frequently centre on short-term trading activity.
I earned my Bachelor of Commerce (Honours) degree from Queen's University in 1975. That same year I joined the Toronto-Dominion Bank and have held progressively responsible management positions in Branch management, commercial lending, marketing, equipment leasing and insurance.
I am committed to continuously upgrading my skills through further education. In 1997 I obtained my Certified Financial Planner (CFP) designation after four years of study. I also completed the Level ll qualifications for Life and Disability Insurance Agent in 2002 and am a Life Insurance Advisor with TD Wealth Insurance Services.
Martin Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.