Ann E. Martin
Senior Portfolio Manager
Senior Investment Advisor
CFA®
HBA
Working together to help you achieve what truly matters to you
Phone
Office Location
Inspired by Henry David Thoreau’s words, “Wealth is the ability to fully experience life,” I have devoted my career to helping Oakville investors to manage their wealth well so they can fully achieve what they want out of life.
Drawing on over 30 years’ experience, I am a conservative Portfolio Manager who uses modern techniques and tools. My tailored portfolios can help protect capital investments while generating current income and long-term growth in a tax efficient format. Portfolios are managed proactively to anticipate market changes.
To help address our clients’ life events, my team and I work closely with TD specialists as needed to provide retirement planning, intergenerational family wealth management, business succession planning, and tax and estate planning. In unpredictable markets, we are available to provide perspective and guidance, market updates, and investment research to help answer your questions and create a path forward.
Phone
Fax
(905) 331-7523
Certificates
CFA®
HBA
Languages
English
Education
Richard Ivey School of Business at the University of Western Ontario
Community Involvement
Port Credit Yacht Club
Hallmarks of our approach
Hallmarks of our approach
We work with families over long time periods and feel privileged to be included in their lives. This also helps us manage their portfolios in more meaning way. My team and I strive to make money matters easy by keeping everything well organized, helping you withdraw money when it’s needed, filling in forms, preparing robust retirement plans and designing income-generating portfolios designed to provide steady income for your expected lifespan.
We operate with sincerity and care
Whether managing wealth for high-net-worth families, individuals, tax and legal professionals, medium to large-sized businesses, holding companies or foundations, I advise people as carefully as if they were members of our own family.
I enjoy the opportunity to share good wealth stewardship with all members of a family and act as mediators with discretion and confidentiality when difficult dynamics arise. It is a privilege to meet with our clients’ sons, daughters and grandchildren and to give them the confidence that the finances will flow smoothly when their parents pass away. When helping clients plan to fund their children’s or grandchildren’s education, I build goal oriented, custom strategies that account for specific goals.
I am the calm voice of reason
Clients have told me that they pay me to worry. Part of the value I bring is keeping emotions out of the wealth process and conversations.
I am a proactive planner
I do not wait until someone is in a major life transition; I like to start preparing five years before a milestone event
We maintain high ethical standards
Straightforward and unapologetically honest, my team and I have our clients’ best interests at heart. We believe they must know it, because most of our business comes from client referrals.
We keep our clients educated
Clients let me talk about investing because I get so enthusiastic about it! Some clients become interested in the details because I find it fascinating. I broaden my clients’ financial understanding at a level that’s relevant to each of them and ensure they are aware of the high-level trends going on in the world. My mother was an English and Mathematics teacher, so explaining clearly is an important part of me and of my value offering.