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Martin Wealth Management
Your vision of success will be central to how we will work together
33 Collier Street 3rd Floor Barrie, ON L4M 1G5Map
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:
- How much should I be setting aside now for my eventual retirement?
- Should I allocate monthly savings toward a RRSP or a TFSA?
- How can I ensure my investments align with my values?
- Am I paying too much for insurance that I don't need?
- Can I better take advantage of my employer's benefits and savings programs?
- How can I reduce my annual tax bill?
- Should I add myself as a joint account holder to my aging mother's investment account?
- Is it time to update my Will?
- How can I best set up my children for financial success?
- Should I make a lump-sum repayment of my mortgage?
- How can I pass down my cottage so that it stays in the family?
INVESTMENT APPROACH and COMMITMENT TO SERVICE | Our team has adopted Doug's conservative investment philosophy: we invest for the long-term seeking steady growth and/or income while respecting your personal risk tolerance. We believe in disciplined (or better yet, automated) savings plans, in staying invested, and in using dollar cost averaging. We recommend that you make changes to your investments based on what is going on in your own life – if your goals change or there is a material shift in your personal or financial circumstances. We do not focus our energy on trying to correctly "time the market", as current events and short-term pricing fluctuations are simply outside of our control. Sometimes the most impactful move that we can make is not making a move at all: we have found that having the confidence to stay the course during times of uncertainty is the key to avoiding the trap of "buying high and selling low". Finally, we do not believe in being a "home run hitter" as invariably this type of advisor tends to have more "strike outs". We believe that when dealing with something as intensely personal and valued as one’s financial future, there is no room for "strike outs".
You can expect to have regular meetings during which we discuss much more than simply your account performance. We want to know where – and with whom – you see yourself in five years, ten years, and twenty years. We want to know what you want your money to do for you and what you envision retiring to when that time comes. Your life and your finances are invariably intertwined; to ask you to open up more than just the books requires the basis of trust. We strive to be worthy of clients' trust by investing our clients’ capital as carefully as we do our own. We commit to telling the plain, unvarnished truth all the time, sometimes when you may not want to hear it. Finally, we will not tell you that we can do something we cannot, nor will we tell you we are going to do something, and then not do it.
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
Meet The Team
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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