Your Trusted Wealth Partner
At Martin Private Wealth, our team is guided by three core values: expertise, service, and trust. We embody these values in every aspect of our work, as we build and protect the wealth of multigenerational families and business owners across Calgary and beyond.
Collaborating for Client-Centric Solutions
We are a service-oriented team and feel privileged to work alongside our exceptional clients. Every member of our team is dedicated to providing a personalized and comprehensive approach to your family’s finances.
Michael Martin
Kara Jones
Gillian Mair
Kurtis Rutledge
Laura Munoz
Sophia Baba
How We Work
Our Core Values
At Martin Private Wealth, we provide wealth solutions customized to you. Our three core values serve as our north star and guide all that we do.
Expertise
We leverage our team’s decades of industry experience and education to deliver exceptional financial guidance tailored to you. Our aim is to help clients achieve their financial goals swiftly and confidently.
Service
Personalized and exacting service is the minimum standard that we expect from ourselves. We take great pride in delivering a streamlined and professional experience for clients.
Trust
Trust is built slowly over time by exceeding client expectations and by helping them to achieve their financial goals. This is the foundation upon which we build long-term and meaningful relationships with clients.
Discover a Comprehensive Approach
To build a financial roadmap for our clients, we work alongside our network of trusted partners at RBC, one of Canada’s top banks, to provide you with comprehensive solutions across eight key categories.
Investing
Investing
Our strategic investment selection and active portfolio management is tailored to optimize returns while managing risk, putting you on the fast track to financial success.
Tax Planning
Tax Planning
We use tax-efficient investing to maximize your after-tax wealth accumulation and safeguard your estate, allowing you to make impactful contributions and optimize your financial position.
Retirement
Retirement
Our team considers long-term care and retirement income planning to ensure you can retire with confidence and security, ready to embrace new opportunities.
Education
Education
We leverage our team’s knowledge with RESPs, financial grants, and educational trusts to ensure confidence in your loved one’s educational futures.
Credit and Lending
Credit and Lending
We help you access the funds you need to support your goals and future ambitions, and offer sophisticated credit solutions with cash flow management and business financing.
Insurance Planning
Insurance Planning
We offer coverage for life, disability, home, and long-term care, providing peace of mind and safeguarding what’s truly important.
Estate and Legacy
Estate and Legacy
We use various Will and estate strategies such as trusts, charitable giving plans, and asset protection to ensure the continuation of your multigenerational legacy.
Financial Planning
Financial Planning
Our team works with numerous internal and external resources to ensure a personalized financial plan that will adapt to your current needs and aid in your future aspirations.
What We Do
Our investment process
As an investor, you have a unique set of goals for investing. To help you achieve these goals, we follow a disciplined approach to portfolio management and offer clients a customized investment experience.
1. Discovery
Learning about you
Discovery
To build your custom portfolio, our team learns about your goals, lifestyle, income needs, timeframes, risk tolerance, and investment preferences.
2. Strategy
Setting your asset allocation
Strategy
Based on our understanding of your needs and goals, we recommend a customized strategy that reflects current market dynamics and opportunities.
3. Implementation
Selecting investments
Implementation
We have access to all types of investments available in Canada, the U.S., and globally. We do not exclusively rely on in-house products.
4. Progress
Keeping you informed
Progress
In addition to your own online account access, we’ll update you every step of the way with regular account reports and portfolio reviews.
5. Rebalancing
Adjusting your portfolio
Rebalancing
We regularly rebalance your portfolio to ensure you have the right mix of investments to meet your evolving needs, and to reflect our economic outlook.
Our research partners
As your advisors, we evaluate a diverse set of perspectives to develop your investment strategy. We combine our insights into your personal situation with our deep knowledge of investment markets and strategies, along with views provided by RBC’s team of experts, and also provide access to our exclusive third-party research partners. We believe that teamwork makes the dream work.
Insights
