The Martin Advisory Group

The Martin Advisory Group
We are one of the largest discretionary portfolio management groups at TD Wealth Private Investment Advice in Canada, based on assets under management as of April 30, 2022. We serve business owners and affluent investors and their families since 1994. We provide comprehensive service, personal wealth advice, placing our clients and their goals at the centre of everything we do. Our long-term commitment enables our wealth services to grow and adapt with our clients, their families and their businesses as they move through the different phases of their lives.

Over the years, we've assisted many wealthy families and business owners who have entrusted their day-to-day investment decisions to us by helping them navigate their unique financial landscape. Our client-centric approach enables us to help focus on their goals by responding swiftly when opportunities and risks arise.

As of December 2, 2024, The Martin Advisory Group is managing over $1 billion in assets.

Celebrating 30 Years!

Thirty years advising clients on money management, and many more to come!
      

Testimonials

When I sold my family-owned business in 2010, I needed to invest the proceeds of the sale. I split the funds between two advisors initially, and then a year ago I transferred everything to Charles’ management. He has deep theoretical knowledge, he treats my money like it is his own, he gets sound results, but most of all he has a plan. He knows what he wants to achieve and how. But that isn’t the best thing about Charles. His best quality, in my opinion, is his integrity and his most powerful asset is his team. Isabelle, Marc, Julian and Emilie set the bar very high when it comes to client service. They go above and beyond the scope of administrative tasks to make our life easier, and they do it with a smile. They always make us feel valued.

Michel Langlois, Retired Entrepreneur

As of November 20, 2021

Our video brochure

At The Martin Advisory Group, we want our clients to remain clients for the rest of their lives, so all our decisions are made accordingly. Our dedicated team strives to continue to earn our clients' trust every day, with our priority always being to put the client first.

See what more of our clients have to say about us.