"My brother and I needed help, support, and guidance in the management of our mother's assets after her diagnosis of dementia. Managing your own finances is challenging, however, managing the assets of someone else is daunting.
After having had the chance to meet with him on a couple of occasions, David proposed some options for our mother's future that carefully took into consideration all of the particular conditions of our mother's needs.
David was very communicative, patient, and accommodating. In addition to ensuring regular meetings that kept us up to date on our mother's investments, market realities, and returns, he has also proven to be a valuable sounding board on matters relating to the management of a loved one's assets.
Working with David has been a truly pleasant experience. We feel confident that he is always looking out for our mother's best interests."
"David has provided us with strong financial advice and support for the past several years. Always conscientious of our needs and how we would like to spend our retirement years, he walks us through the plan, the resources that are available, and how we can best make our money work for us. His years of experience in wealth management give us confidence in his decisions and has provided us with positive results. We would highly recommend David for your financial needs."
"When I decided to retire, I was highly recommended to and put in touch with Dave through numerous people. The first thing I asked was how all this money management works, and Dave walked me through it with great patience and care, explaining my LIRA, RRSP, Tax-Free savings accounts, and so on. Dave with sound advice has made this a seamless transition for me. He also was able to minimize tax hits as he walked me through every move with my portfolio. At first, I was a little bit intimidated arriving at this new phase of my life. Dave has removed all anxieties for me as I entered this new phase, and I am more at peace with myself. Dave cares and takes care of his clients, Thanks, Dave!!!”
“David Martin has been our advisor for over ten years and supported us through many lifestyle changes. David gets to know his clients and cares deeply for each individual's personal and financial well-being. David acts with urgency, honesty, and integrity, and with timely and personalized communications.”
Guiding Canada’s thriving families through their financial journeys for more than 20 years, I’ve encountered nearly every scenario imaginable. Though I recognize that expertise has its limits, I’ve aligned myself with a team of professionals who share my client-first approach. This collaborative network, including skilled accountants, lawyers, mortgage brokers, and insurance specialists, is ready to offer refined, specialized advice whenever needed. Your privacy is sacred to us; no personal details will ever be shared without your clear approval. Click below to explore what this trustworthy alliance can achieve for you.
Inspired by our founder’s lifelong commitment to elevated, personalized client service and lower fees, our company focuses on empowering clients through improved financial literacy.
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