Skip to main content

Gillian Martin

Senior Investment Advisor

  • B.Comm. (Hons)
  • CFA®
  • MBA

Your vision of success will be central to how we will work together

My Dad has always been good with money. For my second birthday, he gifted me a pink piggy bank whose underside was inscribed with gold writing. I loved the heaviness of the piggy bank as it amassed more loonies and the anticipation as I poured its contents onto my bed to count how much I had saved. As I have aged, I have continued to appreciate the way in which my savings result in feelings of security, self-reliance, and pride in the ability to partake in the activities that bring me joy.

After my first "Finance II" lecture at Queen's University, I called my Dad. I relayed to him the essence of the lecture and asked, "Isn't this what you do for a living?". I was nearing the end of my teens and hadn't considered eventually pursuing my Dad's profession. But I was intrigued by this lecture and sat in on my first Portfolio Review meetings with Doug a few weeks later when I returned home from Kingston for Reading Week.

I have been hooked ever since.

Naturally a planner and unapologetically goal oriented, I love the wealth advisory business. I see the business as the missing puzzle piece that links that pink, ceramic piggy bank to being able to live a life that you design for yourself.

At twenty-six, I purchased a cottage in Muskoka, Ontario. Buying a cottage was unconventional, but I felt that the cottage lifestyle would be enriching so planning for it became a priority. The feelings of ease and gratitude that overwhelm me when I wake on Saturday mornings to the sound of waves lapping the underside of the dock are feelings that I seek to help my clients realize too.

I began my career at TD Wealth in 2014 and, since then, have built meaningful relationships with clients to ensure that they have thought holistically about their wealth - beyond simply investment management. Committed to learning and upgrading my skills, I earned my Master of Business Administration (MBA) in Investment Management in 2018 and have been a Chartered Financial Analyst (CFA®) charter holder since 2019. I am a Life Insurance Advisor with TD Wealth Insurance Services and I seek to further pursue Responsible Investing and Certified Financial Planning designations.

Of all the topics that I advise upon, I have developed a passion for inter-generational wealth transfer in particular. I work to get clients' children excited about the time that they have on their side to budget, save and invest. This advisory topic comes naturally to me and Doug, considering our unique father-daughter relationship.

I enjoy teaching and choose to volunteer my time with ABC Money Matters, designing and presenting workshops to promote financial literacy among youth and new Canadians. After practicing yoga for more than ten years, I completed a 200-hour Yoga Teacher Training program. During my spare time, I like to ski, hike with my Golden Retriever, and paddle around the lake in our cedar-strip canoe, handmade in and transported from Nova Scotia by my husband's father.

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.

ADDITIONAL CONTACT

Toll Free: (877) 414-1727
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474

LANGUAGES

English

EDUCATION

Queen's University - B. Comm. (Hons), Goodman Institute of Investment Management at Concordia University - MBA, CFA Institute - Chartered Financial Analyst

COMMUNITY INVOLVEMENT

ABC Money Matters, CFA Society Toronto

SOCIAL LINKS

LinkedIn

REQUEST AN APPOINTMENT

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

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from my services?