Martin Wealth Management

Our process is simple. Here's how it works:

• We discover any behavioural tendencies that might be holding you back
• We become crystal clear about your goals
• We automate your savings plans using the most beneficial accounts
• We get your money working for you through investments in stocks, bonds and/or alternative strategies
• We tend to the holistic areas that make up your financial health and well-being
• We keep you accountable by tracking your progress against your goals

We don’t time the market, chase headlines or change your plan because of elections, recessions, or other market noise. Instead, we focus on what we can control: articulating your goals, adjusting your saving and spending behaviour, designing a thoughtful plan employing diversified investments, and cultivating the discipline to stick with it — especially when it’s hard.

Through years of experience, we know that often the best move in investing is making no move at all. But when your life changes, your plan should too. That’s why we ask clients to meet with us at least once a year and check in anytime something significant in their life changes.

We’ll always be honest with you, even when it’s hard. We’ll never make a promise we can’t keep. We’ll listen before offering strategies or suggestions. And we’ll care for your money like it’s our own. Ultimately, our goal at Martin Wealth Management is to help you get organized, get clear, and stay on track — so you can spend more time on the life you’re building and less time stressing over your finances.