After earning her B.A. in Economics and Accounting, Wendy began her career in Finance, as a Branch Manager for one of Canada's top 5 banks, in the mid-1980's. For 20 years after leaving the Bank, she oversaw finance, HR, and marketing as she helped her husband grow his construction company into a robust and customer-focused enterprise. From there, she went on to hold several executive-level, finance, planning, and risk management roles, within a variety of industries, before passing her licensing exams and launching her career as a Financial Advisor. Her vast skillset and empathetic personality help her to really engage with and understand her client's needs. A strong believer in lifelong learning, Wendy is continually upgrading her skills and designations to best serve her clients. She is an active member with both ADVOCIS (the Financial Advisors Professional Association), and the CGIB (Canadian Group Insurance Brokers Association) and subscribes to their codes of ethics and standards.
I'm Wendy Martin, owner of Wendy Martin Financial Services Inc.
In addition to being a Financial Advisor, I am a wife, mom, grandma, friend and volunteer. Helping people is my passion. I learned, from an early age, the importance of sharing my time, talents, and skills to help those in need and have been a community volunteer since my teens. Today, I volunteer my time on the following boards: 100 Women Who Care Lanark Chapter, ADVOCIS Rideau-St. Lawrence, Perth & District Chamber of Commerce, and Perth and Smiths Falls District Hospital Foundation.
Why should you choose me as your Advisor?
I am an Independent Broker, who works for you, not for a single insurance company or agency, so your best interests are my top priority.
I commit to operating with integrity, transparency, confidentiality and diligence.
I take the time to listen and understand what matters most to you. As a Certified Financial Education Instructor, I will help you to define your relationship with money, assess your current situation, and help develop a plan of action which aligns with your personality, values and goals - all in a judgement free zone!
I have decades of experience helping individuals and business owners navigate through major changes. I use a straightforward approach to lead you to success,
No matter where you currently are in your life or business cycle, I am here to help you see the big picture and achieve your financial goals.