At Martin Wealth Council (MWC)...

Our approach

We adopt a collaborative approach to managing your wealth. If you’ve had difficulties in the past with your finances being managed independently in silos by multiple individuals, you’ll find a solution with us. We bring all aspects of your wealth management together and view them as a cohesive whole, allowing all the different elements to work together effectively and achieve your financial objectives. By centralizing your wealth management, we eliminate the potential confusion and inconsistency that can result from managing different aspects of your finances separately. Our goal is to provide you with a clear and unified financial plan that aligns with your unique needs and goals.

Our certified expert network

Our network of professionals extends across Canada, covering expertise in accounting, legal, insurance, and family governance. By choosing us as your family CFO you gain access to the collective expertise to build a customized financial plan. Our team understands that your financial needs may require specialized knowledge from different areas, and we’re committed to bringing together subject matter experts that bring clarity to your goals.

Beyond financial services

Our families often turn to us during transitional moments in their lives, such as retirement, business transitions, divorce, family governance, or other significant life events that spark financial concerns. We understand that during these times, our families may require more than just financial advice. That’s why we offer comprehensive support that extends beyond the realm of finance. We have developed a wealth of tools, resources, and connections with other subject matter experts to make these transitions as seamless and stress-free as possible.

Investments

Confidential Expert Network Assessment

Tax Planning

Business Transition

Financial Planning

Investments

We collaborate with families to gain a deep understanding of their investment objectives, risk tolerance, time horizon, and unique circumstances that may impact their investment strategy. Our disciplined and strategic process is founded on diversification, transparency, and cost efficiency. We believe that asset allocation and risk management should be dynamic and continually evaluated. Therefore, we implement a proven process that enables us to determine when to take on risk in today’s market environment. Our client’s families can access institutional quality investments that were previously only available to large institutions like pension funds.

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Confident Expert Network Assessment (CENA)

We have aligned ourselves with top-notch subject matter experts specializing in law, tax, insurance, and family governance to offer comprehensive advice to our client families through a collaborative assessment process. Our confidential expert network assessment is designed to give families a clear evaluation of their current strategies and help them determine if they’re on the right track to achieve their most important goals.

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Tax Planning

Tax planning allows you to take a more proactive approach by implementing a range of tax planning strategies to help minimize your tax liabilities and maximize after-tax returns. We work with families to identify opportunities and keep on top of changes in tax laws to develop strategies to ensure you pay no more than your fair share of tax.

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Business Transition

We work with business owners-operators in navigating the complex process of selling a business while maximizing the value of their business. Through our expert network and holistic approach, we can assist with negotiating the terms of the sale, providing guidance on tax implications, and creating a wind-down plan to minimize costs and maximize returns to business owners and other stakeholders. In addition to transactional support, we provide ongoing wealth and financial services to help business owners manage their proceeds from the sale or liquidation as well as provide resources to assist with the non-financial aspects of business transition.

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Financial Planning

We work with individuals, families, and businesses to provide comprehensive advice and guidance on managing their finances. We will create a financial plan that aligns with your financial goals. Some specific areas of financial planning services include budgeting, retirement planning, succession planning, investment management, tax planning, estate planning, insurance planning, and debt management. The goal of financial planning is to help you make informed decisions about your money and investments, minimize financial risks, and maximize financial opportunities. 

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Retirement Planning

We work with our families to assess their retirement readiness and create a financial plan to ensure a comfortable and financially secure retirement. We analyze your current financial situation and estimate future income needs, then identify and implement strategies to meet those needs. It’s important to note that retirement planning is not a one-time event. It’s an ongoing process that requires periodic reviews and adjustments as personal circumstances and financial markets change. A well-designed retirement plan can provide peace of mind and help ensure a financially stable retirement.

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Estate Planning

Estate planning is a critical aspect of financial planning that involves managing an individual’s assets and ensuring that their wishes are carried out after they pass away. A comprehensive estate plan includes wills, trusts, and other legal documents that outline how the family’s assets should be distributed after their death. 

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Insurance

We recommend insurance strategies that are designed to protect our clients against financial risks and uncertainties. This could include life insurance, disability insurance, critical illness, travel, concierge medicine, and other types of insurance. Through a confidential network expert assessment, we assess your insurance needs, review your current coverage and identify gaps that may leave you vulnerable to financial risks. 

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Charitable Giving

Many of our families have a propensity to help others whether through a gift of their time, knowledge and/or through financial support. Our team is here to support families in creating a charitable giving plan to gift during their lifetime and/or as part of their estate planning. We are here to help you understand the strategies that can be utilized to meet your charitable giving goals while maximizing the impact of your giving while considering tax efficiencies.

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