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WHO WE ARE | Call us what you want: Investment Advisor. Behavioural Coach. Collaborator. Emotional Anchor. Cheerleader. Hand Holder. Educator. Safe Space. Quarterback. Thinking Partner.
Doug joined the Toronto-Dominion Bank 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.
WHAT WE DO | We are a one-stop shop and liken ourselves to your "financial physician". We take responsibility for the everyday management of your investment accounts, but our goal is to support you in all areas of your financial health and planning by collaborating with TD specialists where appropriate to cover your needs regarding: tax, estates, business and cottage succession, insurance, retirement income generation, philanthropic giving, socially responsible investing, and planning for major purchases like education for your children or grandchildren. We expect our clients to set aside the time, at minimum, for one face-to-face (or video-conference) meeting per year. We don't place an ending time on our meetings, as we believe that the further we deepen our relationship and gain an understanding of what makes you you, the more appropriate and comprehensive advice we are able to offer you.
As a part of our ongoing relationship, we may engage TD specialists as appropriate to help you to answer questions like:
Toll Free: (877) 414-1727
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474
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