Leave financial complexity behind with our expert team

Our comprehensive approach to complex financial situations helps individuals and families maximize their wealth, allowing them to navigate their life events with ease and peace of mind.

 

At Martin Wealth Council (MWC)...

... we understand that planning can be overwhelming, which is why we make sure to simplify the process, taking into account all the intricate details of your financial and non-financial world. 

By doing this, we enable you to enjoy the benefits of your wealth without having to worry about the complexities that come with it.

 

 

Gain your time back

  
  Be confident in the stability of your financial future and spend your time doing what you love with the people who matter most to you. Our team is dedicated to ensuring that your wealth is safeguarded and managed in a way that aligns with your goals and values. With expert advice and personalized support, we can help you navigate any challenges or changes that may arise in your financial journey.
 

Make an impact where it matters  

  
As you work towards building and securing your wealth, you may find that one of the greatest joys of wealth is the ability to use it for good and to create a lasting impact on the causes and communities that matter to you. Whether you’re passionate about supporting education, healthcare, environmental conservation, or any other cause, our team can help you channel your resources toward making a positive difference.  
 

Get support beyond financials

  
  We understand that life can be full of unexpected changes and transitions. Our team is dedicated to making life transitions easier, no matter what stage you find yourself in. We provide expert advice and a wide range of support services that go beyond financials, ensuring you have everything you need to confidently navigate any change.

 

Simplify your financial life with our comprehensive and tailored approach

Finding a comprehensive Wealth Advisor just got easier. Whether you have sought the help of a financial advisor before or have been handling your finances independently, we have found that many clients face common challenges:

  • Disjointed financial strategy
  • Lack of access to subject matter experts 
  • Limited access to financial offerings
  • Inadequate risk management strategy
  • Limited transparency about financial progress toward goals
  • Don’t feel in control of current and future finances
  • Don’t feel confident with their current financial plan
  • The feeling of missing out on returns

 

At Martin Wealth Council (MWC)...

... we take a collaborative approach to financial planning with every family we serve. We view ourselves as your family CFO tasked with making the best decisions for your family today and in the future.

 

92 years of combined experience
 
130+ clients across Canada

 

Our specialties

 

Business transition

We specialize in providing tailored guidance to business owner-operators and family businesses across Canada. Our team is here to help with a range of services including acquisitions, liquidations, and the post-transition process. We understand the importance of a collaborative approach, which is why we also offer long-term wealth management, succession planning, estate planning, and insurance solutions. With our integrated planning team, we can help you achieve your financial goals and build a solid foundation for the future.

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Retirement planning

Our team specializes in helping individuals who are ready to retire to evaluate their retirement readiness and develop a comprehensive financial plan that addresses all financial and non-financial aspects of retirement planning. Through a collaborative approach with an integrated planning team, we tailor our services to your specific short-term and long-term goals. With our guidance, you can enjoy a worry-free retirement knowing that your financial future is in good hands.

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We understand that asking for advice might be intimidating, but having proactive financial advice can be the difference in you reaching all that is important to you and your family. Our process is simple:
 

1. Schedule a discovery   2. Receive a plan   3. Optimize your financial world
 
SCHEDULE MY DISCOVERY

 

 

Martin Wealth Council team

With a trusted team of advisors in your corner, you have one less thing to worry about

At Martin Wealth Council (MWC), we believe in providing personalized service and knowledge transfer to our families. We understand that every family has unique financial goals and we strive to empower you to make decisions that align with your lifestyle. We pride ourselves in taking the time to get to know you and your family personally. We value open communication and a collaborative environment that focuses on short-term and long-term goals. Our team will work with you to identify any existing gaps and develop a comprehensive financial plan that is tailored to your specific needs. Our goal is to make the wealth planning process as simple and hassle-free as possible, so you can enjoy the process and feel confident in your financial future.